Podcasts about ltl

In this Best Of episode of FreightWaves Today, we are replaying top industry interviews that focus on earnings before diving into an exclusive freight market breakdown. David Parker, founder and CEO of Covenant Logistics, weighs in on the urgent necessity of federal tort reform in the face of skyrocketing insurance costs and severe "nuclear verdicts". He also breaks down Covenant's strategic shift away from one-way over-the-road freight and shares his perspective on where we stand in the current market cycle. Julie Van de Kemp breaks down the latest market trends using FreightWaves SONAR, featuring key insights on: Spot vs. Contract Rates: Tender rejections and volumes are stabilizing. Meanwhile, contract rates continue to rise, significantly narrowing the rate gap with spot market pricing. Intermodal Savings Index: Why intermodal rates have remained relatively steady compared to volatile truckload spot and contract rates, offering massive cost savings. Top Cost-Saving Lanes: Analysis of high-savings outbound routes, including key East Coast and Midwest corridors out of Atlanta and Pennsylvania. Rail Merger Impact: How current railroad merger discussions could keep intermodal contract rate increases quiet to avoid regulatory pushback from shippers. FreightWaves Finance Editor Todd Maiden shares his expert financial perspective on the public transport sector. He breaks down recent earnings reports, key Wall Street movements, and what carrier financial disclosures reveal about underlying demand and market health. Chris Versace brings a high-level macroeconomic and OEM market perspective to the show. He analyzes transportation stocks, equipment manufacturing trends, and what broader economic indicators signify for freight volumes moving forward. ArcBest President & CEO Seth Runser dives into the company's strong performance, early signals of demand recovery, and their strategic consolidation efforts. He also highlights ArcBest's latest platform technology and how LTL carriers are adapting to changing market conditions. Aaron Graft, CEO of Triumph Financial, discusses the real-world operational pressures hitting independent truckers and small fleets. He outlines how surging input costs—from insurance to equipment and fuel—are squeezing carrier margins and how tech-driven financial tools are helping operators stay afloat. ⁠Follow the FreightWaves NOW Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Leo Rodriguez of River Plate, Inc. breaks down the reality of modern warehouse management and 3PL fulfillment! Leo shares exactly how his family's Southern California logistics business evolved from local LTL freight shipping back in 1992 into a full-scale multi-channel fulfillment powerhouse handling everything from direct-to-consumer e-commerce to wholesale retail distribution. We get straight to the facts on why growing brands struggle with order processing, highlighting the absolute necessity of proper ERP and WMS system integrations before you ever ship a single pallet out the door. If you want to stop bleeding money on reverse logistics, avoid massive routing guide deductions from retail giants, and finally optimize your supply chain from top to bottom, you need to hear this episode!   About Leo Rodriguez Leo is the Vice President of River Plate, Inc., a Los Angeles–based logistics and fulfillment company. Since joining the organization, Leo has played a key role in expanding the company's capabilities across warehousing, distribution, and freight logistics. His leadership has helped position River Plate Inc. as a reliable partner for businesses navigating complex supply chain demands.   Connect with Leo Website: https://www.riverplateinc.com/  Email: lrodriguez@riverplateinc.com  Phone: (818) 718-1114  

Stand out in a crowded freight market and learn how to leverage AI without losing your authentic voice in marketing in today's episode with The Robinson Agency's CEO, Adam Robinson, uncovering the real side of digital marketing in transportation! We tackle everything from crafting a rock-solid brand messaging strategy that actually resonates with shippers, to navigating the realities of LTL shipping, market capacity shifts, and the future of freight tech.  At the end of the day, it's not just about pushing out generic, AI-generated content; it's about proving you're an actual human being who genuinely cares about customer service when margins get thin.  If you want to future-proof your freight business, execute a winning communication strategy, and plug in because this episode is your blueprint!   About Adam Robinson Adam Robinson, TRA's Founder and CEO, has worked in sales and marketing from the start of his career, and when he entered the world of logistics in 2012, he knew this is where he would stay. He's served as Marketing Manager at a third-party logistics company, Director of Product Marketing at a logistics technology company, and Vice President of Product Marketing at FreightWaves. In 2021, Adam founded The Robinson Agency, bringing together a team of professionals each with expertise at the intersection of marketing and logistics. TRA offers strategic messaging, content strategy and production, inbound organic search traffic, and advertising to yield high-quality leads that turn into customers.   Connect with Adam Website: https://www.the-robinson-agency.com/  LinkedIn: https://www.linkedin.com/in/markadamrobinson/  

In this hump day edition, Malcolm and The Dude dive into football playbook contests, fast-moving retail trends, new LTL technology, and sustainable supply chain tracking solutions. Jing Jing Chen (VP of Growth, Basic 3PL): Breaks down how e-commerce and viral social media trends are rewriting the traditional retail calendar. She explains how modern fulfillment centers and flexible warehousing adapt to handle sudden, viral demand surges—moving inventory in 72 hours instead of 72 days. Patrick Sugar (EVP of Operations, Saia LTL Freight): Discusses Saia's national expansion and the launch of Rev. Patrick shares operational insights into meeting changing customer expectations around speed, real-time visibility, reliability, and expanded last-mile capabilities. Dr. Brantly Fulton (CEO & Co-founder, Lamar Global): Takes us under the hood of single-use supply chain tracking. He shares how Lamar Global uses flexible electronics, roll-to-roll printing, and eco-friendly zinc batteries to solve complex reverse logistics and provide real-time temperature, humidity, and condition monitoring for cold chain and life sciences.  ⁠Watch on YouTube⁠ ⁠Visit our sponsor - GNOSIS FREIGHT⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

In this hump day edition, Malcolm and The Dude dive into football playbook contests, fast-moving retail trends, new LTL technology, and sustainable supply chain tracking solutions. Jing Jing Chen (VP of Growth, Basic 3PL): Breaks down how e-commerce and viral social media trends are rewriting the traditional retail calendar. She explains how modern fulfillment centers and flexible warehousing adapt to handle sudden, viral demand surges—moving inventory in 72 hours instead of 72 days. Patrick Sugar (EVP of Operations, Saia LTL Freight): Discusses Saia's national expansion and the launch of Rev. Patrick shares operational insights into meeting changing customer expectations around speed, real-time visibility, reliability, and expanded last-mile capabilities. Dr. Brantly Fulton (CEO & Co-founder, Lamar Global): Takes us under the hood of single-use supply chain tracking. He shares how Lamar Global uses flexible electronics, roll-to-roll printing, and eco-friendly zinc batteries to solve complex reverse logistics and provide real-time temperature, humidity, and condition monitoring for cold chain and life sciences.  Watch on YouTube Visit our sponsor - GNOSIS FREIGHT Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

From a live, in-person Chicago studio, we sit down with Tom Madine to unpack what real scale looks like in transportation, and why SMB shipping is still one of the most misunderstood corners of logistics. Tom shares his path from early sales roles into building Worldwide Express, then zooms out to the hard truth: small and midsize shippers don't just buy rates. They buy accountability, fast fixes, and a partner who can “make it right” when the inevitable problems hit.We go deep on business models that divide founders and operators: direct sales vs franchise networks vs agent programs. Tom breaks down the trade-offs of control, the power of entrepreneurial motivation, and why culture and management matter more than the org chart. Then we shift into mergers and acquisitions strategy, including the mistakes that kill deals (like rushing rebrands) and the playbook that helps integrations stick: align on a common vision, align economically, communicate relentlessly, and move fast on the painful synergy work so it doesn't drag on.Finally, Tom explains the big bet behind ShipStation Global and the Auctane combination: pairing logistics software and e-commerce shipping tools with deep carrier relationships and a massive commercial engine, aiming for a true single pane of glass across parcel, LTL, and beyond. If you care about freight brokerage, logistics technology, private equity partnerships, and building a durable platform in a fragmented market, this one is for you. Subscribe, share with a builder in your network, and leave a review: what's the hardest part of scaling a logistics business without losing what made it great?Thanks to our sponsors:Cloneops.ai: Not just AI. Industry-born AI.cloneops.aiBitfreighter: Scale Freight. Not Integration Costs. Win More. Accept More.bitfreighter.comTriumph: Accelerate quote-to-cash with AI-powered invoicing, bank-grade carrier payments, and transaction-based market intelligence.triumph.io/morecapacity

In this episode, we kick things off by examining a manufacturing surge that's creating serious momentum across the freight landscape. July's Institute for Supply Management Manufacturing PMI jumped to 55.6, the highest reading since May 2022 and well ahead of analyst expectations. This manufacturing recovery is showing up directly in ⁠less-than-truckload volumes, with four publicly traded LTL carriers reporting tonnage up 2.6 percent year over year⁠ in the second quarter, and preliminary July results showing even stronger growth at 5.1 percent year over year. Next, we discuss a major driver misclassification case as ⁠drayage drivers who hauled for STG Logistics in New Jersey are eligible for a piece of a more than $2.2 million payout⁠ following the settlement. The suit, which dates back to 2023, was the first filed under a 2021 New Jersey law targeting employers who misclassified full-time workers as independent contractors. Eligible drivers can receive a lump sum based on their earnings from January 2017 to the present. Finally, we explore how a strategic investment is expanding global widebody cargo capacity as ⁠Atlas Air Worldwide Holdings completed its transaction to take a 49 percent stake in Iceland-based Air Atlanta⁠, the all-cargo carrier and lessor announced on Monday. As part of the deal, Atlas subsidiary Titan Aviation acquired fourteen widebody freighter aircraft owned by Air Atlanta and leased them back, while Air Atlanta's CEO and vice presidents acquired a 51 percent controlling interest in the operating companies. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining a manufacturing surge that's creating serious momentum across the freight landscape. July's Institute for Supply Management Manufacturing PMI jumped to 55.6, the highest reading since May 2022 and well ahead of analyst expectations. This manufacturing recovery is showing up directly in less-than-truckload volumes, with four publicly traded LTL carriers reporting tonnage up 2.6 percent year over year in the second quarter, and preliminary July results showing even stronger growth at 5.1 percent year over year. Next, we discuss a major driver misclassification case as drayage drivers who hauled for STG Logistics in New Jersey are eligible for a piece of a more than $2.2 million payout following the settlement. The suit, which dates back to 2023, was the first filed under a 2021 New Jersey law targeting employers who misclassified full-time workers as independent contractors. Eligible drivers can receive a lump sum based on their earnings from January 2017 to the present. Finally, we explore how a strategic investment is expanding global widebody cargo capacity as Atlas Air Worldwide Holdings completed its transaction to take a 49 percent stake in Iceland-based Air Atlanta, the all-cargo carrier and lessor announced on Monday. As part of the deal, Atlas subsidiary Titan Aviation acquired fourteen widebody freighter aircraft owned by Air Atlanta and leased them back, while Air Atlanta's CEO and vice presidents acquired a 51 percent controlling interest in the operating companies. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

You ever feel like the weight of the world is sitting on your shoulders… and you're the only one strong enough to carry it?Everyone calls you reliable.Everyone calls you strong.Everyone knows - if they need something done, you're the one who will make it happen.But late at night, when the house is quiet and no one needs anything from you… you feel it.The exhaustion that sleep doesn't fix.The quiet resentment that creeps in even though you love the people you're carrying.The slow realization that you've been pouring from a cup that's been empty for a long time.This is the hidden side of being capable.The cost of always being the "glue" that holds things together is that your own personal life tends to fall apart. While keeping everyone else's needs first, you lose whats most important to you in the process. Here, is where that ends- and you start living life for YOU!Join our mailing list:LIVETHISLIFE.ORGVisit the Merch Shop for our new clothing line:https://www.livethislife.org/ltl-storeSponsorsThis episode is brought to you by Organifi : clean, organic superfood blends that actually taste good and support your body and mind through healing and growth. Visit  and use code LTL for 15% off.And by BetterHelp; professional online therapy that meets you where you are. Get 10% off your first month at .LTL Theme Song:Artist: RASong: Somewhere Beautiful

Choosing between LTL and FTL shipping can save your business thousands. Discover four factors that determine the smarter option and how 3PL expertise helps reduce costs, overcome shipping challenges, and improve freight efficiency. To learn more, visit https://posey-intl.com/trucking-logistics/ Posey International City: Houston Address: 110 Cypress Station Dr. Suite 108 Houston, TX 77090 Website: https://posey-intl.com/

In this episode, we kick things off with a massive equipment theft bust as law enforcement officers across the Carolinas recovered ⁠thirteen semi-trucks, three trailers, and two motor vehicles worth over one million dollars⁠ during an ongoing Florence County investigation. Two North Carolina men face grand larceny and conspiracy charges for allegedly stealing nine commercial motor vehicles between November 2022 and October 2025, with the eighteen-vehicle recovery highlighting the critical importance of fast reporting and secure parking controls. Next, we explore the less-than-truckload sector where ⁠XPO delivered record-breaking second-quarter results that crushed Wall Street expectations⁠ with adjusted earnings per share of one dollar and seventy cents. The Greenwich-based carrier's LTL unit posted a seventy-nine point nine percent adjusted operating ratio, three hundred basis points better year-over-year, with management declaring the industry is still in the early innings of a multiyear double-digit rate growth cycle. Finally, we cover how ⁠Saia's softer full-year margin outlook sent shares tumbling twelve percent⁠ in midday trading Thursday despite delivering better-than-expected quarterly earnings. The Johns Creek carrier now expects to hit the lower end of its guidance range, with the addition of thirty-three new service centers since 2022 dragging on margins as these fresh facilities still trail the legacy network with operating ratios in the low-ninety percent range. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off with a massive equipment theft bust as law enforcement officers across the Carolinas recovered thirteen semi-trucks, three trailers, and two motor vehicles worth over one million dollars during an ongoing Florence County investigation. Two North Carolina men face grand larceny and conspiracy charges for allegedly stealing nine commercial motor vehicles between November 2022 and October 2025, with the eighteen-vehicle recovery highlighting the critical importance of fast reporting and secure parking controls. Next, we explore the less-than-truckload sector where XPO delivered record-breaking second-quarter results that crushed Wall Street expectations with adjusted earnings per share of one dollar and seventy cents. The Greenwich-based carrier's LTL unit posted a seventy-nine point nine percent adjusted operating ratio, three hundred basis points better year-over-year, with management declaring the industry is still in the early innings of a multiyear double-digit rate growth cycle. Finally, we cover how Saia's softer full-year margin outlook sent shares tumbling twelve percent in midday trading Thursday despite delivering better-than-expected quarterly earnings. The Johns Creek carrier now expects to hit the lower end of its guidance range, with the addition of thirty-three new service centers since 2022 dragging on margins as these fresh facilities still trail the legacy network with operating ratios in the low-ninety percent range. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Malcom and Julie are live from the Westin in downtown Chattanooga at the Univar Solutions Carrier Kickoff Event. Key Segments & Highlights Rob McRae (VP of Transportation, Univar Solutions): Explains the strategy behind Univar's Carrier Kickoff and why investing in face-to-face relationships with carriers—especially in the specialized chemical and liquid bulk space—creates long-term reliability and market protection. Details what it takes to be awarded "Shipper of Choice," including driver engagement, internal talent recruitment, and maintaining disciplined, service-focused carrier scorecards. Brad Hadley (VP of National Accounts, Saia LTL Freight): Analyzes the industry shift of shipments moving from truckload to less-than-truckload (LTL) as truckload capacity tightens and rates rise.Highlights Saia's capital investments, terminal expansions, and their internal "Dock-to-Driver" training program designed to develop CDL drivers from within. Brian Riley (VP of National Account Sales, Arrive Logistics): Breaks down the "trilogy" relationship between shippers, carriers, and service providers. Discusses how shippers can navigate tightening capacity, handle lower-volume "tail" lanes, and adopt proactive contract adjustments to avoid volatile spot market pricing. Ben Caplenor (EVP of Operations, LRT Solutions): Shares insights on operational growth, prioritizing service and safety amidst industry headwinds, and how smaller carriers can leverage cost-effective technology to free up team bandwidth. Tyson Wimberly (SVP of Sales & Revenue Management, Covenant Logistics): Discusses Covenant's evolution into a full-service logistics organization, its focus on alternative fuel sustainability, and the critical importance of predictable scheduling and fair pay for professional truck drivers. ⁠⁠Follow the FreightWaves Today Podcast⁠⁠ ⁠⁠Other FreightWaves Shows⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Malcom and Julie are live from the Westin in downtown Chattanooga at the Univar Solutions Carrier Kickoff Event. Key Segments & Highlights Rob McRae (VP of Transportation, Univar Solutions): Explains the strategy behind Univar's Carrier Kickoff and why investing in face-to-face relationships with carriers—especially in the specialized chemical and liquid bulk space—creates long-term reliability and market protection. Details what it takes to be awarded "Shipper of Choice," including driver engagement, internal talent recruitment, and maintaining disciplined, service-focused carrier scorecards. Brad Hadley (VP of National Accounts, Saia LTL Freight): Analyzes the industry shift of shipments moving from truckload to less-than-truckload (LTL) as truckload capacity tightens and rates rise.Highlights Saia's capital investments, terminal expansions, and their internal "Dock-to-Driver" training program designed to develop CDL drivers from within. Brian Riley (VP of National Account Sales, Arrive Logistics): Breaks down the "trilogy" relationship between shippers, carriers, and service providers. Discusses how shippers can navigate tightening capacity, handle lower-volume "tail" lanes, and adopt proactive contract adjustments to avoid volatile spot market pricing. Ben Caplenor (EVP of Operations, LRT Solutions): Shares insights on operational growth, prioritizing service and safety amidst industry headwinds, and how smaller carriers can leverage cost-effective technology to free up team bandwidth. Tyson Wimberly (SVP of Sales & Revenue Management, Covenant Logistics): Discusses Covenant's evolution into a full-service logistics organization, its focus on alternative fuel sustainability, and the critical importance of predictable scheduling and fair pay for professional truck drivers. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to another episode of WHAT THE TRUCK?!? with Malcolm Harris and Michael Vincent! On today's show, we're diving into the biggest headlines shaking up supply chains, trailer leasing traps, and a complete shift in how LTL shipper performance is measured. What we cover in this episode: Headlines: The massive $600M nuclear verdict against C.H. Robinson, a $290M cocaine bust hidden in Ecuadoran banana shipments, cartel business fronts, and the latest biweekly logistics layoff roundup. Trailer Leasing Realities: Ed Behnen (SVP of Sales at Premier Trailer Leasing) drops by the studio to talk about avoiding the "low rate" lease trap, fighting off Facebook Marketplace equipment scams, and leveraging telematics to protect your assets. Flipping the LTL Scorecard: Lance Healy (Co-Founder & CEO of FreightFAX) breaks down how FreightFAX is turning the tables by scoring shippers instead of carriers on a 900-point scale, tracking dwell times, claim rates, and "freight karma." Watch on YouTube Visit our sponsor - GNOSIS FREIGHT Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to another episode of WHAT THE TRUCK?!? with Malcolm Harris and Michael Vincent! On today's show, we're diving into the biggest headlines shaking up supply chains, trailer leasing traps, and a complete shift in how LTL shipper performance is measured. What we cover in this episode: Headlines: The massive $600M nuclear verdict against C.H. Robinson, a $290M cocaine bust hidden in Ecuadoran banana shipments, cartel business fronts, and the latest biweekly logistics layoff roundup. Trailer Leasing Realities: Ed Behnen (SVP of Sales at Premier Trailer Leasing) drops by the studio to talk about avoiding the "low rate" lease trap, fighting off Facebook Marketplace equipment scams, and leveraging telematics to protect your assets. Flipping the LTL Scorecard: Lance Healy (Co-Founder & CEO of FreightFAX) breaks down how FreightFAX is turning the tables by scoring shippers instead of carriers on a 900-point scale, tracking dwell times, claim rates, and "freight karma." Watch on YouTube Visit our sponsor - GNOSIS FREIGHT Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

Tony Graham of XPO talks about their partnership with Samsara; AI; the importance of gaining employee buy-in; & driving impact with new technology solutions.  IN THIS EPISODE WE DISCUSS: [01.18] An introduction to Tony and his nearly 30-year career journey at XPO. [02.35] An overview of XPO, what they do, and how they help their customers. "We have about 300 locations, 22,000 employees – we moved 16 billion pounds of freight last year!.. So we play a pretty important role in the North American supply chain." [03.45] Re-investing in LTL – how XPO has evolved over the past few years. [04.57] The importance of technology at XPO, and why they're committed to investing in proprietary systems. "Technology is a big part of our DNA, it's infused into every aspect of our business." [06.13] From dock operations to immediate employee feedback, how AI is driving results for XPO. "AI helps to improve the customer experience at every touchpoint." [09.11] How XPO determined they needed a partner, and why they chose Samsara. "We're very proud of our proprietary technology so to go outside of that box wasn't an easy choice… But we wanted to better support our drivers… And we knew it wasn't going to be a one-size-fits-all, so we wanted a partner that could grow with us." [11.04] Tony's advice for other businesses looking to find the right match. "It all starts with: what are the problems you're trying to solve, and what are the goals you're trying to achieve?" [12.13] From in-cab cameras to digitizing maintenance, how XPO leverage Samsara solutions to tackle challenges and drive value. [14.14] How XPO navigate change management and effectively roll out technology to frontline employees and gain buy-in, particularly from drivers. [17.17] How technology will make an impact at XPO over the next five years.   RESOURCES AND LINKS MENTIONED: Head over to Samsara's website now to find out more and discover how they could help you too. You can also connect with Samsara and keep up to date with the latest over on LinkedIn, Instagram, YouTube, Facebook and X (Twitter), or you can connect with Tony on LinkedIn. If you enjoyed this episode and want to hear more from Samsara, check out: 552: Expand Your Visibility and Achieve Asset Tracking at Scale, with Samsara 529: Empower The People Who Power The World, with Samsara 524: Increase the Safety, Efficiency and Sustainability of Your operations, with Samsara Check out our other podcasts HERE.

Welcome to another jam-packed episode of FreightWaves Today! In today's broadcast, we break down the latest shifting dynamics across the logistics, freight, and supply chain industries. From major LTL restructuring news and federal crackdowns on CDL fraud to exclusive expert insights on AI and global geopolitics, we've got everything you need to stay ahead of the curve.We dive deep into ArcBest's massive rebranding and workforce optimization, look at why the mid-July "summer doldrums" aren't as weak as they seem, and discuss the future of purpose-built, sovereign AI models in logistics. Finally, in our Freight Expectations segment, we debate the real economic impact of the ongoing conflict in the Strait of Hormuz and break down the unprecedented $1.5 trillion U.S. defense budget.Don't forget to like, subscribe, and hit the notification bell to never miss an update on the freight economy! Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to another jam-packed episode of FreightWaves Today! In today's broadcast, we break down the latest shifting dynamics across the logistics, freight, and supply chain industries. From major LTL restructuring news and federal crackdowns on CDL fraud to exclusive expert insights on AI and global geopolitics, we've got everything you need to stay ahead of the curve.We dive deep into ArcBest's massive rebranding and workforce optimization, look at why the mid-July "summer doldrums" aren't as weak as they seem, and discuss the future of purpose-built, sovereign AI models in logistics. Finally, in our Freight Expectations segment, we debate the real economic impact of the ongoing conflict in the Strait of Hormuz and break down the unprecedented $1.5 trillion U.S. defense budget.Don't forget to like, subscribe, and hit the notification bell to never miss an update on the freight economy! Learn more about your ad choices. Visit megaphone.fm/adchoices

It's Friday, and while the domestic spot market is hitting a bit of a post-holiday summer lull, the freight industry at large is facing massive structural, legislative, and tech shifts. In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp sit down with top industry analysts and experts to break down the biggest headlines moving the market this week. We dive deep into a jaw-dropping $104 million nuclear jury verdict against Mesilla Valley Transportation, unpack the EPA's newly finalized 470-page NOx emissions regulations, and discuss reports that tech giant Trimble is planning to sell off its transportation division. Plus, maintenance and legal expert Matt Loeffler stops by for Freight Expectations to sound the alarm on a sophisticated new type of trailer leasing fraud emerging on social media. Featured guests: Lee Klaskow (Senior Transportation Analyst, Bloomberg Intelligence): Joins us to break down Wall Street's red-hot interest in truckload and LTL stocks, why the current capacity correction feels more structural than cyclical, and what to expect from the upcoming Q2 earnings season. Bart De Muynck (Founder, Bart De Muynck LLC): Weighs in on reports that Trimble is looking to divest its transportation unit. We discuss why European software like Transporion often struggles to gain a foothold in North America, and how modern architecture and real-time AI solutions are shifting the enterprise software landscape. Matt Leffler (The Armchair Attorney): Returns for Freight Expectations to dissect the legal mechanics of the massive $104M verdict, how cross-border carriers manage equipment safety, the heavy technical/cost burden of the EPA's new diesel aftertreatment regulations, and a dangerous new asset scam hitting independent truckers. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

It's Friday, and while the domestic spot market is hitting a bit of a post-holiday summer lull, the freight industry at large is facing massive structural, legislative, and tech shifts. In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp sit down with top industry analysts and experts to break down the biggest headlines moving the market this week. We dive deep into a jaw-dropping $104 million nuclear jury verdict against Mesilla Valley Transportation, unpack the EPA's newly finalized 470-page NOx emissions regulations, and discuss reports that tech giant Trimble is planning to sell off its transportation division. Plus, maintenance and legal expert Matt Loeffler stops by for Freight Expectations to sound the alarm on a sophisticated new type of trailer leasing fraud emerging on social media. Featured guests: Lee Klaskow (Senior Transportation Analyst, Bloomberg Intelligence): Joins us to break down Wall Street's red-hot interest in truckload and LTL stocks, why the current capacity correction feels more structural than cyclical, and what to expect from the upcoming Q2 earnings season. Bart De Muynck (Founder, Bart De Muynck LLC): Weighs in on reports that Trimble is looking to divest its transportation unit. We discuss why European software like Transporion often struggles to gain a foothold in North America, and how modern architecture and real-time AI solutions are shifting the enterprise software landscape. Matt Leffler (The Armchair Attorney): Returns for Freight Expectations to dissect the legal mechanics of the massive $104M verdict, how cross-border carriers manage equipment safety, the heavy technical/cost burden of the EPA's new diesel aftertreatment regulations, and a dangerous new asset scam hitting independent truckers. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to a brand new episode of WHAT THE TRUCK?!?, the award-winning, irreverent supply chain show! Hosts Malcolm Harris and Michael Vincent are back to break down the biggest headlines hitting the logistics and transportation sector this week. On This Episode: HOA Wars & Texas Bound: Co-host Michael Vincent calls in from his brand-new home base in Texas after a grueling 11.5-hour U-Haul drive from Chattanooga. Hear his breakdown of Southern road infrastructure and his final parting words for his former Homeowners Association. The Closure of Mountain Valley Express: The guys discuss the sudden shutdown of regional LTL player Mountain Valley Express and what it says about current market pressures. Reinventing the Back Office with Transvor: Alex Dolles, Founder of Transvor, joins the show to discuss how carriers are rethinking overhead costs by leveraging virtual talent and outsourcing administrative, billing, and dispatch roles to the Philippines and Colombia. The Montgomery Case Deep Dive: National truck crash lawyer and Managing Partner at the Law Firm for Truck Safety, Michael Leizerman, calls in to give an exclusive insider look at the landmark Montgomery lawsuit as it heads back to the Illinois District Court. He clears up major misconceptions about broker liability and negligent selection. ⁠Watch on YouTube⁠ ⁠Visit our sponsor - GNOSIS FREIGHT⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining the latest developments in the proposed mega-merger between Union Pacific and Norfolk Southern. The two Class I railroads just submitted critical new data requested by the Surface Transportation Board addressing control questions over key interchange terminals and equipment cooperatives. Despite delays in formal review, the partners remain committed to closing their massive eighty-five billion dollar deal by mid-2027. Shifting gears to the parcel sector, we explore how DHL Group raised its full-year earnings forecast after posting remarkable second-quarter results that included a twenty-nine percent jump in pre-tax income. The Germany-based logistics giant attributed the strong performance to favorable demand conditions compared to the tariff-impacted prior year, efficiency savings, and staggering capacity constraints in air cargo driven by the Iran war. Finally, we cover the harsh realities of the freight recession as another LTL carrier confirms it has shut down operations effective July seventh. Mountain Valley Express, a small regional operator with thirteen terminals across California, Arizona, and Nevada, is the latest casualty in a brutal operating environment that has claimed numerous carriers despite aggressive growth plans announced just months earlier. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to a brand new episode of WHAT THE TRUCK?!?, the award-winning, irreverent supply chain show! Hosts Malcolm Harris and Michael Vincent are back to break down the biggest headlines hitting the logistics and transportation sector this week. On This Episode: HOA Wars & Texas Bound: Co-host Michael Vincent calls in from his brand-new home base in Texas after a grueling 11.5-hour U-Haul drive from Chattanooga. Hear his breakdown of Southern road infrastructure and his final parting words for his former Homeowners Association. The Closure of Mountain Valley Express: The guys discuss the sudden shutdown of regional LTL player Mountain Valley Express and what it says about current market pressures. Reinventing the Back Office with Transvor: Alex Dolles, Founder of Transvor, joins the show to discuss how carriers are rethinking overhead costs by leveraging virtual talent and outsourcing administrative, billing, and dispatch roles to the Philippines and Colombia. The Montgomery Case Deep Dive: National truck crash lawyer and Managing Partner at the Law Firm for Truck Safety, Michael Leizerman, calls in to give an exclusive insider look at the landmark Montgomery lawsuit as it heads back to the Illinois District Court. He clears up major misconceptions about broker liability and negligent selection. Watch on YouTube Visit our sponsor - GNOSIS FREIGHT Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining the latest developments in the proposed mega-merger between Union Pacific and Norfolk Southern. The two Class I railroads just submitted critical new data requested by the Surface Transportation Board addressing control questions over key interchange terminals and equipment cooperatives. Despite delays in formal review, the partners remain committed to closing their massive eighty-five billion dollar deal by mid-2027. Shifting gears to the parcel sector, we explore how DHL Group raised its full-year earnings forecast after posting remarkable second-quarter results that included a twenty-nine percent jump in pre-tax income. The Germany-based logistics giant attributed the strong performance to favorable demand conditions compared to the tariff-impacted prior year, efficiency savings, and staggering capacity constraints in air cargo driven by the Iran war. Finally, we cover the harsh realities of the freight recession as another LTL carrier confirms it has shut down operations effective July seventh. Mountain Valley Express, a small regional operator with thirteen terminals across California, Arizona, and Nevada, is the latest casualty in a brutal operating environment that has claimed numerous carriers despite aggressive growth plans announced just months earlier. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Want to know how to avoid getting burned by shippers with terrible operations or a track record of late payments? Today, Lance Healy from FreightFacts is back with a game-changing solution: scorecarding shippers! Lance drops some knowledge on how his new venture is bringing much-needed transparency and accountability to the LTL space. We break down the massive gap between the boardroom and the dock, and why having access to a shipper's score—tracking everything from dwell times to damage claims—is priceless information you need before you even start prospecting. If you're ready to level up your operations, gain a competitive advantage, and leverage the power of standardized APIs and automation to scale your freight brokerage, don't miss our conversation!   About Lance Healy Lance is the Co-Founder and CEO of Freight Facts, the industry's first data drivenshipper scorecard relating to LTL shipping location attributes and behaviors. Prior to Freight Facts, Lance served as the VP of Innovations at Optym, that focused on developing applications for LTL Carrier line and P&D optimization. Prior to that, Lance was the Founder and President of Banyan Technology that pioneered API connections to LTL Carriers in the late 1990's. He was awarded a US patent on LTL Carrier Dynamic Pricing in 2017. Lance serves several positions on numerous industry associations including the CSCMP, Center Of Excellence chair of Technology and Awards committees, and serves as a chair of Digital LTL Council workshops defining the next evolution of efficiency through APIs.   Connect with Lance Website: https://freightfacts.io/  Email: lhealy@freightfacts.io     

Ever wonder how your favorite bottle actually gets onto the liquor store shelf? I'm not talking from a production standpoint but from the actual shipment. This is a fun episode becuase we're going to cover something almost completely invisible ito the consumer, trucking and logistics. Joining the show is Rebecca Estes, VP of Sales and Marketing at Mr. P Express. At Pursuit, we talk to logisitcs companies all the time because we're shipping pallets out the door but there's so much going on that most take for granted. Rebecca was eyeing to be a college professor but left to join the family-owned shipping network founded in 1987. Rebecca takes us through her journey from joining the family business in 2011 to managing a non-stop, 365-day operation where weather patterns, scheduling margins, and road safety dictate whether or not distilleries hit their numbers. This episode is a look into the high-stakes supply chain infrastructure that keeps the entire bourbon trail moving. Show Notes: Rebecca Estes' pivot from aspiring college professor to navigating a legacy family trucking business The invisible logistics web managing raw grains, glassware, and heavy barrel movements across the country Demystifying direct vs. brokered freight, BOLs, pro numbers, LTL, and FTL shipments Alcohol hauling regulations, DOT compliance checkpoints, and the immense pressure of control state delivery windows The dark side of whiskey supply chains: Deconstructing modern cargo theft, electronic paperwork fraud, and load diversion Fleet safety protocols, advanced tracking systems, driver training, and rigorous fleet maintenance structures The physics of hauling barrels, calculating axle weight limits, and managing rigid legal driver hours Trailer mechanics, truck cab configurations, and an honest executive outlook on autonomous self-driving fleets Inside the community-first mission of Mr. P Express, including their specialized driver training school programs Learn more about your ad choices. Visit megaphone.fm/adchoices

On Wednesday, June 10th, Amazon announced that they will now offer full LTL services to anyone.  Before that, LTL was available "inbound only," meaning from Amazon sellers to Amazon facilities to Amazon customers. In their press outreach, the company has touted their 80,000 trailers and 24,000 intermodal containers, as well as improved load visibility and fleet security measures. The response to this announcement was split. Traditional freight carriers like FedEx Freight, Old Dominion, and XPO lost market value, but some analysts have a different take. They are not so sure we should have the reaction we've been conditioned to have when Amazon moves into a new market. At least not yet. In this episode of the Art of Supply podcast, Kelly Barner covers three big questions looming over this story: - Is Amazon LTL truly functioning as an asset-backed carrier, or are they more of a broker behind a front of assets? - What kinds of shippers will the Amazon LTL service appeal to? - Do Amazon's integrated abilities position them to completely upend how freight works? We can't promise you will get the answer to those questions in this episode, but listeners should walk away with a better understanding of why they matter.   Links: Kelly Barner on LinkedIn: https://www.linkedin.com/in/kelly-barner-6884443/  Art of Supply LinkedIn newsletter: https://www.linkedin.com/newsletters/art-of-supply-6895142546301960193  Art of Supply on AOP: http://www.artofsupply.com  Subscribe to the Art of Procurement Newsletter: https://resources.artofprocurement.com/art-of-procurement-podcast-subscribe   

Welcome back to WithSONAR! In this episode, we're diving into SONAR's latest SITREP - an LTL Analysis and exploring the datasets available within the platform to help monitor pricing trends, shipping patterns, and current LTL market conditions. This report breaks down: Current LTL market conditions and pricing trends How rising diesel costs and fuel surcharges are impacting the market The role of freight class and rate composition in pricing changes Shifts in freight class mix over the last year Performance trends across publicly traded LTL carriers How truckload leading indicators may influence the future LTL outlook

What if everything you've been through- the family wounds, the traumas, the cancer battles, the societal boxes that tried to limit you, wasn't meant to define you… but to forge you into who you were always meant to be?In this raw and deeply personal episode, Heathopens up about his journey as a two-time cancer survivor who refused to let his past write his future. He introduces a transformative new framework called Modality Metamorphosis - three practical pillars to alchemize inherited 1) family cycles, 2) personal trauma, and 3) societal restrictions into real strength, freedom, and purpose.You'll walk away with:​Tools to break generational patterns that no longer serve you​Ways to turn your deepest wounds into your greatest power​A clear understanding that your past does NOT get the final say​Inspiration to start rewriting your story with fierce hopeThis one is for anyone carrying silent weight from their history, feeling stuck in old pain, or ready to step fully into the next chapter.Are you living this life… or are you letting your past kill time?This episode will leave you feeling seen, empowered, and ready to claim your fire.SponsorsThis episode is brought to you by Organifi : clean, organic superfood blends that actually taste good and support your body and mind through healing and growth. Visit Organifi.com and use code LTL for 15% off.And by BetterHelp; professional online therapy that meets you where you are. Get 10% off your first month at BetterHelp.com/livethislife.LTL SHOP- New Merch; Shop the new clothing line → www.livethislife.org/shop

Welcome back to a Friday edition of What The Truck?!Malcolm Harris and Michael Vincent kick off the show with their signature banter before diving into some of the biggest stories shaping freight, transportation, and supply chain today.In this episode:* Amazon's latest move into the LTL market and what it could mean for established carriers* Craig Fuller's analysis of Amazon's freight strategy and whether acquisitions like Forward Air make sense* The Transportation Intermediaries Association's (TIA) push for FMCSA guidance following the Montgomery case* How rising liability concerns and insurance costs could impact brokers, carriers, and the future of the industry* The growing role of technology, compliance, and risk management in modern truckingPlus, Chief Business Development Officer Adam Kahn of Netradyne joins the show to discuss:* How safety technology is transforming fleet operations* Netradyne's partnership with one of the nation's largest Domino's franchise operators* The impressive 66% reduction in at-fault crashes following implementation* Driver coaching, AI-powered safety insights, and building a stronger safety cultureThe crew also talks freight fraud, cargo theft, supply chain AI, LNG export developments, entrepreneurship, and plenty of Friday fun along the way. Watch on YouTube Visit our sponsor - KOONER FLEET MANAGEMENT SOLUTIONS Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

Amazon's expansion into the LTL market is raising big questions across the transportation industry. In this episode, Craig Fuller, Tom Albrecht, and attorney Matt Leffler examine why Forward Air could be a strategic acquisition target for Amazon and what such a move would mean for carriers, brokers, and shippers. The conversation explores Forward Air's unique airport-to-airport network, the controversial Omni Logistics merger, and the legal battles that reshaped one of freight's most closely watched companies. The panel also breaks down Amazon's growing logistics ambitions and whether it can successfully build or buy its way into the LTL sector. Beyond M&A, the discussion turns to trucking safety, insurance requirements, freight fraud, FMCSA reforms, and the industry's ongoing struggle with outdated regulations. The hosts analyze proposed safety initiatives from the Truckload Carriers Association, debate higher insurance minimums, and discuss why stronger oversight of CDL training, ELD certification, and carrier registration could reshape the trucking landscape. ⁠Follow the Freight Expectations Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to a Friday edition of What The Truck?!Malcolm Harris and Michael Vincent kick off the show with their signature banter before diving into some of the biggest stories shaping freight, transportation, and supply chain today.In this episode:* Amazon's latest move into the LTL market and what it could mean for established carriers* Craig Fuller's analysis of Amazon's freight strategy and whether acquisitions like Forward Air make sense* The Transportation Intermediaries Association's (TIA) push for FMCSA guidance following the Montgomery case* How rising liability concerns and insurance costs could impact brokers, carriers, and the future of the industry* The growing role of technology, compliance, and risk management in modern truckingPlus, Chief Business Development Officer Adam Kahn of Netradyne joins the show to discuss:* How safety technology is transforming fleet operations* Netradyne's partnership with one of the nation's largest Domino's franchise operators* The impressive 66% reduction in at-fault crashes following implementation* Driver coaching, AI-powered safety insights, and building a stronger safety cultureThe crew also talks freight fraud, cargo theft, supply chain AI, LNG export developments, entrepreneurship, and plenty of Friday fun along the way. Watch on YouTube Visit our sponsor - KOONER FLEET MANAGEMENT SOLUTIONS Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

Fedex Freight spins off, Amazon announces its entry into the LTL carrier space, and Arcbest announces an early GRI. Is this the biggest news month LTL has seen?    ⁠Follow the Freightonomics Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining a historic first for American energy exports as federal regulators have approved construction of a five-billion-dollar floating platform to produce liquefied natural gas for export in U.S. waters. The controversial project, led by Delfin Midstream of Houston, will be located forty miles off the coast of Louisiana and is expected to begin production in 2030, with Samsung Heavy Industries constructing the platforms and MOL of Japan also connected to the venture. Meanwhile, the e-commerce giant's full entry into the less-than-truckload market is sparking fierce debate over whether Amazon can truly disrupt the LTL space with its asset-light model of roughly thirty terminals. While the announcement sent shares of publicly traded LTL carriers modestly lower, analysts are largely skeptical, noting that Amazon's offering is more akin to what brokers provide and will likely compete primarily with the economy three-to-four-day sub-segment rather than premium service lanes. Finally, we cover a potential lifeline for the embattled van trailer builder as the Commerce Department imposed preliminary countervailing duties on Chinese and Mexican trailer imports ranging from eighty-two to one hundred twenty-nine percent on Chinese products. The decision, which came as S&P Global Ratings downgraded Wabash to B-, will require importers to immediately begin posting cash deposits at the preliminary rates, providing relief to domestic manufacturers facing intense foreign competition. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Fedex Freight spins off, Amazon announces its entry into the LTL carrier space, and Arcbest announces an early GRI. Is this the biggest news month LTL has seen?    Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we kick things off by examining a massive competitive move that could fundamentally reshape the less-than-truckload landscape. Amazon announced the full expansion of its LTL service to all destinations, rolling out a traditional hub-and-spoke network capable of moving palletized freight anywhere nationwide at lower costs than legacy carriers. The service includes next-day live pickup, same-day drop-trailer options, real-time GPS tracking, and automated appointment scheduling, positioning the e-commerce giant as a serious threat to incumbent trucking companies like FedEx Freight, Old Dominion, and Estes. Next, we shift over to the autonomous trucking sector, where PepsiCo and Gatik have launched the largest commercial driverless freight deployment to date. This multi-year strategic partnership brings fully driver-out trucks into PepsiCo's consumer goods supply chain, with operations already live across Texas, Arizona, and Arkansas serving around two hundred fifty retail locations. These autonomous trucks maintain a ninety-nine percent on-time track record with no safety drivers in the cab, and a South Carolina production facility is set to begin mass-producing Level four autonomous trucks in the second half of twenty twenty-seven. Finally, we explore the trans-Pacific shipping market, where new tariffs are fueling an unusually early frontloading frenzy and peak season. Rate hikes and surcharges that took effect June first sent Asia-to-U.S. West Coast prices soaring fifty-one percent to four thousand eight hundred thirty-six dollars per forty-foot container, while East Coast prices jumped twenty-five percent. With the U.S. Trade Representative announcing new tariffs on sixty countries over forced labor concerns, the National Retail Federation has moved the expected peak season to June from July and predicts June import volumes will run five percent higher than May. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of What the Truck?!, Malcolm Harris and Michael Vincent break down Amazon's latest logistics moves—from expanding warehouse robotics across Europe to officially entering the less-than-truckload (LTL) market. What does increased automation mean for workers, shippers, and the future of supply chains? The duo also dives into a growing crackdown on customs fraud, exploring how whistleblowers, tariff enforcement, and the False Claims Act are reshaping international trade. Plus, they unpack rising ocean freight rates, resilient container volumes despite geopolitical disruptions, and what the latest trade data may be signaling for freight markets. Later, Gary Cornelius, VP of Business Development at TCW, joins the show to discuss the industry implications of the Montgomery decision, broker liability, carrier vetting, and what could come next as litigation and regulation continue to evolve. Then, Quarterhill CEO Chuck Myers stops by to talk about the technology powering the transportation infrastructure that keeps freight moving every day. ⁠Watch on YouTube⁠ ⁠Visit our sponsor - KOONER FLEET MANAGEMENT SOLUTIONS⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of What the Truck?!, Malcolm Harris and Michael Vincent break down Amazon's latest logistics moves—from expanding warehouse robotics across Europe to officially entering the less-than-truckload (LTL) market. What does increased automation mean for workers, shippers, and the future of supply chains? The duo also dives into a growing crackdown on customs fraud, exploring how whistleblowers, tariff enforcement, and the False Claims Act are reshaping international trade. Plus, they unpack rising ocean freight rates, resilient container volumes despite geopolitical disruptions, and what the latest trade data may be signaling for freight markets. Later, Gary Cornelius, VP of Business Development at TCW, joins the show to discuss the industry implications of the Montgomery decision, broker liability, carrier vetting, and what could come next as litigation and regulation continue to evolve. Then, Quarterhill CEO Chuck Myers stops by to talk about the technology powering the transportation infrastructure that keeps freight moving every day. Watch on YouTube Visit our sponsor - KOONER FLEET MANAGEMENT SOLUTIONS Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

SUMMARY DEL SHOW Futuros en rojo con el NASDAQ liderando la caída tras nuevos ataques de EE. UU. contra Irán. La tensión vuelve a pegarle al sentimiento y a semiconductores. Hoy manda inflación. CPI esperado en 4.2% anual y Core en 2.9%. Un número más caliente refuerza “tasas altas por más tiempo” y complica el trade de AI. $HOOD fue aprobada como underwriter. $AMZN expande su servicio LTL fuera del ecosistema Amazon. $TSM reporta mayo fuerte por demanda de chips avanzados. $LLY logra esquema de mantenimiento cada ocho semanas para Ebglyss.

In this episode, we kick things off with heartbreaking news from the freight analysis community as Donald Broughton, the bowtie-wearing analyst of freight markets, has died suddenly at home on May 30th. Broughton, who founded Broughton Capital in 2017 and was not known to have been ill, had spoken at the Transportation Intermediaries Association's annual meeting in mid-April and appeared on CNBC in mid-May with a bullish freight outlook. His trademark bow tie and intimate knowledge of freight transportation data made him one of the industry's most respected voices for drawing conclusions about the broader economy. Meanwhile, aggressive consolidation powered by artificial intelligence is fundamentally reshaping the brokerage sector. Cincinnati-based freight broker Fura announced Monday that it has acquired LG Logistics Solutions, marking its sixth acquisition as the AI-powered third-party logistics provider continues its aggressive roll-up strategy. Fura's approach is to migrate each acquired brokerage onto a shared automation platform that handles repetitive work, allowing every business to run leaner and more efficiently than it did as a standalone operation in one of the country's most fragmented service industries. Finally, the country's biggest brokerage is rolling out its next massive AI initiative designed to continuously optimize supply chains around the clock. C.H. Robinson is launching the Lean AI Engineer this month, a follow-up to last year's Lean AI Planner that now autonomously drives 92 percent of Managed Solutions' shipments. This groundbreaking closed-loop AI system runs continuously, holding historical and current data simultaneously across the entirety of a network to proactively identify inefficiencies like multiple LTL shipments headed to the same destination that could be consolidated into a single truckload. The system can heal itself when something breaks without requiring an alert or human intervention first. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In "Is Organized Tech Destroying the Small Logistics Entrepreneur" Joe Lynch and Nicholas Antoine, Co-Founder, Co-CEO, and Managing Partner of Red Arts Capital, discuss how mid-market logistics companies can leverage emerging automation and strategic "moats" to successfully survive and compete against tech-heavy enterprise giants. About Nick Antoine Nicholas Antoine is the Co-Founder, Co-CEO, and Managing Partner of Red Arts Capital, a private equity firm he co-founded in 2015 - at age 26 - to invest exclusively in supply chain and logistics businesses. A Princeton graduate, Nick began his career as an equity research analyst at Princeton Global Asset Management before joining Ariel Investments in Chicago, where he served as Chief of Staff to the Chairman and CEO of the $17 billion asset manager. At Red Arts, he leads fundraising, research, and investment thesis development, building one of the few Black-founded and -led PE firms in the country and one of the top-performing, ranked #7 on Bloomberg's 2025 Best-Performing U.S. Buyout Funds. Nick is a member of YPO and a board trustee of The Studio Museum in Harlem and WTTW (PBS Chicago). About Red Arts Capital Red Arts Capital is a Chicago-based private equity firm focused exclusively on partnering with North American supply chain and logistics businesses. Founded in 2015 by Nick Antoine and Chad Strader, Red Arts is a 100% Black-owned firm investing across the "supply chain economy" - freight, transportation, warehousing, contract packaging, and related middle-market companies with strong growth potential. In 2023, the firm closed its latest fund oversubscribed at $270M, above its $225M target, backed by institutional LPs including Prudential Financial, the University of Chicago's Office of Investments, and funds managed by Neuberger Berman. Red Arts pairs a sector-focused thesis with a belief that diversity drives performance - women represent roughly half the firm. Key Takeaways: Is Organized Tech Destroying the Small Logistics Entrepreneur In "Is Organized Tech Destroying the Small Logistics Entrepreneur" Joe Lynch and Nicholas Antoine, Co-Founder, Co-CEO, and Managing Partner of Red Arts Capital, discuss how mid-market logistics companies can leverage emerging automation and strategic "moats" to successfully survive and compete against tech-heavy enterprise giants. Firm Profile & Focus: Founded in 2015, Red Arts Capital is a 100% Black-owned, Chicago-based private equity firm that focuses exclusively on North American supply chain, logistics, and middle-market infrastructure businesses. Target Investment Profile: Unlike venture capital firms that hunt for speculative "hockey stick" growth, Red Arts invests $50M to $100M+ into established, profitable middle-market companies (typically family-owned with $100M to $500M in revenue) to provide liquidity and operational scaling. Strong Institutional Backing: Validating their sector-focused thesis, the firm closed its 2023 fund oversubscribed at $270M (surpassing its $225M target) backed by premier LPs like Prudential Financial and the University of Chicago. The Concept of "Organized Tech": Nick defines "organized technology" as a modern third form of power alongside organized people and organized capital. Large enterprise players use their scale and massive resources to deploy tech—and partner with startups for free trials—giving them a distinct, systemic advantage. An Opportunity, Not a Death Sentence: Organized tech is not inherently destroying small logistics entrepreneurs; rather, the risk lies in a lack of adaptability. Because AI and automated tools are becoming rapidly commoditized and affordable, small business survival depends on an entrepreneurial willingness to experiment. Building Defensive "Moats": To avoid competing strictly on commoditized pricing, successful logistics companies must build defensible moats. This includes high-touch customer service, strong cultural values that lower driver turnover, or geographic asset density (like uniquely zoned cross-dock terminals) that competitors cannot easily replicate. Outsized Returns from Small Tech Investments: Technology adoption doesn't require a massive overhaul to significantly impact the bottom line. In one LTL case study, Red Arts introduced a simple automated software tool to capture missed, manual accessorial charges, plugging a major revenue leak and yielding massive profit returns. Learn More About Is Organized Tech Destroying the Small Logistics Entrepreneur Nicholas Antoine | Linkedin Red Arts Capital | Linkedin Red Arts Capital Bloomberg executive profile Investing in Supply Chain Solutions with Nick Antoine of Red Arts Capital | Impact Podcast Black Professionals in PE & Finance spotlight | McGuireWoods Fund close coverage | $270M, Business Wire Organized Technology: A New Power Defining The American Dream | Forbes The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

How can transportation professionals sustain success and maintain clear visibility when the threat of operational risk looms large? Let's hear today's returning guest, Cheema Freightlines' CEO, Harman Cheema, talking about the critical shift toward higher standards in the trucking industry, and his unfiltered look at the major challenges defining today's market, including the FMCSA's registration system overhauls and the operational risks surrounding the high-stakes practice of buying and transferring authorities. We also discuss why the digital transformation of freight transactions must not completely replace the fundamental human connection required to prevent fraud and cross-border vulnerabilities. For modern brokerages and asset-based carriers trying to master risk mitigation and avoid the pitfalls of "broker math," this episode provides indispensable strategies for aligning lane pricing, managing customer expectations during rate volatility, and safeguarding cash flow while investing back into driver retention and aging fleet equipment!   About Harman Cheema With over 20 years of experience in the logistics industry, Harman Cheema has been at the helm of Cheema's growth, transforming the company into one of the nation's premier providers of Asset and 3PL solutions. Under his leadership, Cheema Freightlines LLC and Cheema Logistics LLC offer a comprehensive range of services, including dry and temperature-controlled truckload, intermodal, and LTL solutions, catering to clients of all sizes across diverse industries. As an accomplished leader in the transportation sector, Harman has forged and nurtured long-term relationships with customers, partners, and stakeholders, ensuring their sustained satisfaction and loyalty. His deep expertise in marketing, business development, and operations has enabled him to craft and execute strategic transportation plans that drive profitability, optimize equipment utilization, and enhance team productivity. In addition to his leadership role at Cheema, Harman can be found at many of the industry events including and also serves on the board of the Trucking Profitability Strategies Conference, where he advocates for the advancement of the trucking industry and supports initiatives that promote its growth and sustainability.   Connect with Harman Website: https://cheemafreightlines.com/ / https://www.teamcheema.com/  

On Monday, June 1st, FedEx Freight CEO John Smith rang the opening bell at the New York Stock Exchange to celebrate the fact that the company is now operating (and trading) independently. This story dates back to the summer of 2024, when the idea of separating out FedEx's LTL operating unit was just a very believable rumor. Now they are the largest LTL provider in North America, and what one outlet described as a $9 Billion startup, with 40,000 employees. And yet, for all of the company-led fanfare, the media coverage was… uninspired? With one notable exception that is…  In this episode of the Art of Supply podcast, Kelly Barner covers what we know about FedEx Freight's immediate plans for their corporate freedom: - What they plan to focus on as a company, both from a growth standpoint and operationally - Where the company stands on the question of emissions reduction, regulatory changes, and driverless fleets - How soon we might have some idea of how successful they will be   Links: Will FedEx Freight hit the open road? (AOS, December 2024): https://artofprocurement.com/blog/supply-will-fedex-freight-hit-the-open-road  Kelly Barner on LinkedIn: https://www.linkedin.com/in/kelly-barner-6884443/  Art of Supply LinkedIn newsletter: https://www.linkedin.com/newsletters/art-of-supply-6895142546301960193  Art of Supply on AOP: http://www.artofsupply.com  Subscribe to the Art of Procurement Newsletter: https://resources.artofprocurement.com/art-of-procurement-podcast-subscribe   

Welcome back to Warehouse and Operations as a Career. I'm Marty and today I want to talk about something a listener brought up recently. They asked me, “Why don't you just stick to explaining warehouse positions instead of all the other stuff that doesn't make us more money?” Well, I guess that is a fair question.  As We've discussed many times, and I believe this is more than just my opinion. Here's the thing about warehousing, transportation, distribution, manufacturing, and the whole supply chain.  Nothing stands alone. Every movement touches another movement. Every position affects another position. Every delay or error cost somebody time. And in my experience, every shortcut creates a problem somewhere else. And, not only do I believe, but I think I can show that the people who grow the farthest in this industry are usually the people who understand more than just their own task. That's why we talk about everything, and why I try and get as many questions answered as possible. We can all learn something from all the experiences shared.   On another note, kind of keeping with the theme of the day, I had a long time mentor, just this week say that the associate who learns the language of the operation becomes more valuable to the operation.  So today, I thought we'd have some fun with that idea by talking about something every warehouse, dispatcher, inventory clerk, transportation coordinator, recruiter, manager, and forklift operator and a couple of hundred other positions hear every day.  Acronyms. Being honest. The supply chain world LOVES acronyms. Sometimes it feels like people are speaking another language. A dispatcher says I Need POD on that LTL before DET hits, or customer's asking for an ETA, and OS&D says there's one QTR short. And the new employee standing there is thinking What in the world just happened? But once you understand the language, you start understanding the business. And understanding the business creates opportunity. So let's break a few of them down today.  POD. This one's huge. POD simply means Proof of Delivery. It's the signature, paperwork, photo, or electronic confirmation showing freight arrived where it was supposed to arrive. Without a POD, customers may refuse payment. Billing can stop. Claims can happen. That little signature? That's money. It's like a check. One missing POD can turn into hours of emails, phone calls, and frustration.  The BOL or Bill of Laden. The BOL is basically the birth certificate of the shipment. It tells us what the freight is, where it's going , who shipped it, who receives it , and how many pallets or cartons there are. Drivers carry it. Receivers check it. And dispatch tracks it. If the BOL is wrong, everything downstream can become wrong too. Again, everything touches everything.  On to the ETA or the estimated time of arrival.  Everybody wants the ETA. An inaccurate ETA affects staffing, dock schedules, unloaders, production planning, and customer satisfaction. One late truck can ripple through an entire building.  PU and DEL. PU means Pickup. DEL means Delivery. Simple terms, but they move the entire transportation world. You'll hear the PU is at 1400.  And maybe read or hear DEL scheduled for tomorrow.  And you don't want to read or hear Missed PU. Or Late DEL. Those two tiny acronyms control millions of dollars in freight every single day.  Oh, these are common ones. FTL, TL and LTL. Now we're getting into freight classifications. FTL or TL means Full Truckload or Truckload. That means one shipment basically fills the trailer. LTL means Less Than Truckload. That means multiple customers share trailer space. Why does this matter? Because of the freight handling changes. LTL freight gets touched more. More touches means more chances for damages. More planning, terminals being crossed and more scheduling. Understanding freight flow helps associates understand WHY all those processes we have to follow exist.  STL or Spot Trailer Load. Now depending on the company, STL can mean different things, but many operations use it to describe a spotted trailer load or staged trailer movement. Spotters, yard dogs, dispatch, and shipping clerks all coordinate trailer movement to keep freight flowing. One missed trailer move can shut down a shipping lane.  Then OS&D. This acronym can ruin everybody's day. OS&D means, over, short, and damaged. To a receiver that’ll mean too much product. Missing product. Or Broken product! This affects inventory, customer service, claims, transportation, receivers, selectors and loaders. One crushed pallet may not seem important on the dock floor until you realize it can cost thousands of dollars.  Lets see, TONU or Truck Ordered Not Used. Transportation people cringe hearing this one. TONU means a truck was scheduled, showed up, and wasn't needed. But the carrier is still going to expect his or her payment. Why? Remember all we've learned about transportation. A truck sitting parked still costs money.  One we're all getting used to is FSC, the fuel surcharge. Fuel affects everything. When diesel prices rise, FSC charges often rise too. That means transportation costs increase. And when transportation costs increase, product prices eventually increase. Again, everything touches everything.  Two more biggies, DET and D&H. DET means Detention. D&H means Detention and Handling. This happens when drivers sit too long waiting to load or unload. And let me tell you, drivers will charge you and they remember facilities that waste their time. A poorly managed dock damages relationships fast. And we as warehouse people probably know these next two. APPT and FCFS. APPT means Appointment. FCFS means First Come, First Serve. Many warehouses, especially the larger ones run by appointments. Others unload trailers in the order in which they arrive. Understanding which system a facility uses affects scheduling, staffing, and transportation planning.  And here are 3 system ones. TMS, WMS, and YMS. Now we're talking technology. TMS is the Transportation Management System, and I'm sure us warehouse folks know WMS, the Warehouse Management System, and a little lesser known system is the YMS, Yard Management System. You'll see these in high traffic operations. These three systems track freight, our inventory, trailer locations, our productivity, shipping schedules, receiving , even our labor hours and cost. Really pretty much what ever information we feed into them! Years ago, many warehouses used clipboards and paper. Today? Data drives our operations. And the associate willing to learn systems becomes extremely valuable. A forklift operator that understands WMS screens and RF scanners may eventually move into inventory control or leadership. Knowledge adds up.  ASN and EDI. ASN means Advanced Shipping Notice. That's electronic information sent before freight arrives and EDI means Electronic Data Interchange. Computers talking to computers. Purchase orders, invoices, shipment notifications, receiving confirmations, all moving electronically behind the scenes. Most associates never see it. But it's happening constantly.  OK, this one most of us know. A PO or Purchase Order. A PO is permission to buy product. Without a PO, many companies won't even receive the freight or their order. That one document controls inventory flow, accounting, receiving, and purchasing.  Here's another on us production people know. KPI or Key Performance Indicator. KPIs are measurements. Cases per hour. Pallets per hour. On-time shipping. Inventory accuracy. Dock turn times. You've heard me say What gets measured gets managed. Warehouses or operations survive on measurements. And associates that understand KPIs understand how and why businesses make decisions.  Next we have RDC, DC, and MC. These are facility types. RDC is for Regional Distribution Center. DC is Distribution Center. MC is Manufacturing Center. Different responsibilities. Different workflows. But all connected together in the supply chain.  Now here's a few for the transportation folks. ELD, GPS, DOT, and HOS. As we know, transportation runs on compliance. The ELD is an Electronic Logging Device. Remember keeping our paper logs? GPS, Global Positioning System. DOT or Department of Transportation, and HOS stands for Hours of Service. These systems and regulations track Driver hours. Safety, Speed, Routes, and Compliance. Transportation isn't just driving a truck anymore. It's technology, planning, regulation, and accountability.  Keeping things on the road. We have NMFC and SCAC.  Now we're getting deep into freight language. NMFC means National Motor Freight Classification. SCAC means Standard Carrier Alpha Code. These help identify carriers and classify freight for shipping and pricing purposes. Again, Stuff most people never think about. But somebody in the operation has to understand it.  And BCO, FOB, and CFR. BCO often means Beneficial Cargo Owner. FOB means Free On Board. CFR means Cost and Freight. These terms matter heavily in international and large-scale shipping. They determine responsibility. Who pays for freight. Who owns the risk and where liability transfers. And one misunderstanding here can become extremely expensive.  Now some people may hear all these acronyms and think “Well, I don't need to know all that. I just drive a forklift.” Maybe today you do. But tomorrow? You might have an opportunity train new hires. Lead a shift. Help coordinate the outbound shift. Move into the inventory side of op's, maybe even become a dispatcher, or running transportation or supervise operations. Remember how we're always talking about learning and growing? The people who grow in this industry usually become students of the industry. Not just students of their task. And, that's why we talk about “all this other stuff.” I believe every term, every process, every department, every movement is another piece of understanding as to how the machine works. And once you understand the machine, you become more valuable to the machine.  Warehousing and transportation are not simple jobs anymore. They've grown. Technology. People. Safety. Metrics. Compliance. Movement. Communication. And that growth is a good thing. Every one of us touches another part of the process. And I feel, that's why knowledge matters. Not because every acronym instantly puts money in your pocket. But because understanding creates opportunities that eventually do. The more of the language you understand the more rooms you can walk into confidently. And confidence backed by knowledge? That's where careers begin separating themselves. The people who understand the whole operation eventually outgrow the people who only understand one task. And that, my friends is why we talk about all of it.  Well, there’s two more cents worth of my opinions. We do talk about a lot more than warehouse positions, but, I feel, and can pretty much attest that, if we learn it all, hang out with those from other departments, learn that task before ours and after ours, we will earn more and in many different ways.   Thanks for stopping in again today, and above all, remember safety is our number 1 priority. We want to be doing this a long time!

In this episode, we kick things off with a major legal victory for shippers facing liability exposure in Texas. Just one day after Alabama's Supreme Court expanded broker liability in safety incidents, the Texas Supreme Court ruled that Home Depot cannot be held liable for a fatal crash involving Werner Enterprises. The court determined that simply hiring an independent contractor to haul freight does not create tort liability for the shipper, effectively blocking sweeping safety claims untethered from control or conduct. Next, we explore a blockbuster consolidation reshaping how small and midsize businesses access freight capacity. Dallas-based WWEX Group and shipping software provider Auctane have completed their merger to create ShipStation Global, a new logistics powerhouse serving over three million customers. Backed by private equity firm Thoma Bravo, the combined entity handles over three billion shipments annually and connects parcel, LTL, truckload and international services through a single technology platform. Finally, we head across the Atlantic to examine how FedEx is investing heavily in European ground infrastructure to support its premium air cargo ambitions. The express giant is pouring fifty-four million dollars into expanding a major trucking hub in the Netherlands, increasing palletized freight capacity by over fifty percent. This strategic expansion supports FedEx's truck-fly-truck delivery model and its aggressive push to capture a larger share of the ninety billion dollar deferred air cargo market. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Jump into the conversation: (00:00) Intro (02:33) Welcoming Shannon Vaillancourt, CEO of RateLinx (03:12) Chicago Bears draft talk (quick icebreaker) (04:37) Why shippers overspend: hidden & unmonitored charges (05:54) Where technology falls short: data integration & visibility (07:28) Identifying red flags: underperforming carriers & dirty data (08:40) How RateLinx uncovers savings without a sourcing event (18:12) What RateLinx reveals first: data quality & routing context (20:20) Using the right carrier for the right product (22:15) Real-world example: the toilet company & a $200K routing fix (24:32) Parcel vs. LTL: how to know when to shift modes (38:10) Flash poll results: biggest freight cost headaches (53:00) Key takeaways & free savings snapshot from RateLinx   Additional Links & Resources: Connect with Shannon Vaillancourt: https://www.linkedin.com/in/shannon-vaillancourt/ Connect with Kimberly Reuter: https://www.linkedin.com/in/kimberly-reuter-csg/ Learn more about RateLinx: https://www.ratelinx.com/ Learn more about our hosts: https://supplychainnow.com/about Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now's NEW Media Kit: https://supplychainnow.com/media-kit/ WEBINAR- From AI Pilots to Performance: How Supply Chain Leaders Are Scaling Agentic AI: https://bit.ly/49hCqIq WEBINAR- Amazon Supply Chain 101: Enabling efficiency and growth for businesses everywhere–and everywhere they sell: https://bit.ly/49r8N7D WEBINAR- The Expanding Role of Supply Chain Optimization Teams in Driving Business Impact: https://bit.ly/3PHRAAf This episode was hosted by Scott Luton and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com The content in this episode, including all audio, videos, visuals, and graphics, is the property of Supply Chain Now and is protected by copyright law. Unauthorized use, reproduction, distribution, modification, or re-uploading of this content in any form is strictly prohibited without explicit written permission from Supply Chain Now.For licensing inquiries or permissions, please contact us at production@supplychainnow.com© 2026 Supply Chain Now. All rights reserved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Freight costs are rising - but most shippers aren't capturing the savings hiding in their own data. In this episode of Supply Chain Now, Scott Luton and Kimberly Reuter talk with Shannon Vaillancourt, President of RateLinx, about how companies can uncover 5–15% in transportation savings in weeks, not months, without running a full RFP. They discuss common overspending traps, the power of clean, unified data, optimizing carrier mix, and making smarter, data-driven decisions to reduce costs while improving operational efficiency.The episode unpacks key strategies for optimizing transportation spend without launching a full RFP, including identifying hidden costs across carriers, modes, and accessories, optimizing carrier mix with clean, unified data, and realizing anywhere from 5 to 15% in transportation savings in weeks rather than months. Listeners also get insights on managing LTL versus parcel shipments, evaluating carrier performance beyond on-time delivery, and understanding how poor master data can quietly inflate costs across networks.Together, they explore why real-time, integrated freight data is critical for decision-making, how companies can quickly act on actionable insights, and why relying solely on contracts or historical assumptions can leave money on the table. They share real-world examples where minor operational adjustments yielded millions in savings, emphasizing the importance of consistent monitoring and supply chain visibility in an ever-changing freight landscape.Jump into the conversation:(00:00) Intro(02:33) Welcoming Shannon Vaillancourt, CEO of RateLinx(03:12) Chicago Bears draft talk (quick icebreaker)(04:37) Why shippers overspend: hidden & unmonitored charges(05:54) Where technology falls short: data integration & visibility(07:28) Identifying red flags: underperforming carriers & dirty data(08:40) How RateLinx uncovers savings without a sourcing event(18:12) What RateLinx reveals first: data quality & routing context(20:20) Using the right carrier for the right product(22:15) Real-world example: the toilet company & a $200K routing fix(24:32) Parcel vs. LTL: how to know when to shift modes(38:10) Flash poll results: biggest freight cost headaches(53:00) Key takeaways & free savings snapshot from RateLinxAdditional Links & Resources:Connect with Shannon Vaillancourt: https://www.linkedin.com/in/shannon-vaillancourt/Connect with Kimberly Reuter: https://www.linkedin.com/in/kimberly-reuter-csg/Learn more about RateLinx: https://www.ratelinx.com/Learn more about our hosts: https://supplychainnow.com/aboutLearn more about Supply Chain Now: https://supplychainnow.comWatch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-nowSubscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/joinWork with us! Download Supply Chain Now's NEW Media Kit: https://supplychainnow.com/media-kit/WEBINAR- From AI Pilots to Performance: How Supply Chain Leaders Are Scaling Agentic AI: https://bit.ly/49hCqIqWEBINAR- Amazon Supply Chain 101: Enabling efficiency and growth for businesses everywhere–and everywhere they sell: https://bit.ly/49r8N7DWEBINAR- The Expanding Role of Supply Chain Optimization Teams in Driving Business Impact: https://bit.ly/3PHRAAfThis episode was hosted by Scott Luton and Kim Reuter, and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/how-reduce-freight-spend-without-full-rfp-1590

In "The TRAFFIX Report: The Strategic Forecast for North American Freight" Joe Lynch and Alex Fuller, Sr. Director of Revenue Management & Solutions at TRAFFIX, discuss the end of the freight recession and how rising rates, nearshoring, and market volatility are reshaping North American supply chains. About Alex Fuller Alex Fuller, Sr. Director of Revenue Management & Solutions at TRAFFIX, focuses on understanding market trends and helping customers grow through customized supply chain solutions, technology, and AI integration. Passionate about supply chains and business growth, Alex earned his undergraduate degree in Supply Chain Management from BYU before beginning his career with a CPG company managing imports from China and distribution across the United States. He later completed his MBA at the University of Virginia and went on to build extensive industry experience with UPS and UPS Supply Chain Solutions prior to joining TRAFFIX. Outside of work, Alex is a former professional triathlete and recently completed the Boston Marathon, reflecting the same discipline and endurance he brings to his professional career. About TRAFFIX TRAFFIX is a leading North American 3PL that has been delivering customized supply chain solutions since 1979. With a customer-first approach, TRAFFIX partners with shippers to create flexible, scalable logistics strategies tailored to their unique business needs. The company offers a full suite of services, including truckload, flatbed, intermodal, drayage, expedited, LTL, managed transportation, and specialized government solutions. Backed by experienced logistics experts, TRAFFIX provides real-time visibility, optimized freight management, and agile solutions that help customers adapt to changing market demands. With U.S. headquarters in Chicago, IL, TRAFFIX employs more than 840 logistics professionals across the United States, Canada, and Mexico, helping businesses improve supply chain performance through customized supply chain optimization. Key Takeaways: The TRAFFIX Report: The Strategic Forecast for North American Freight In "The TRAFFIX Report: The Strategic Forecast for North American Freight" Joe Lynch and Alex Fuller, Sr. Director of Revenue Management & Solutions at TRAFFIX, discuss the end of the freight recession and how rising rates, nearshoring, and market volatility are reshaping North American supply chains. The 2026 Market Inflection: Following a brutal, multi-year freight recession post-COVID, the North American freight market has officially turned. As of mid-2026, contract rates have climbed 10% year-over-year, while spot rates have exploded by 40%. The Tariff & Pull-Ahead Wrench: Volatility in 2025 trade policies forced shippers to radically alter inventory strategies. Many pulled massive volumes ahead to beat tariffs, briefly spiking intermodal demand, before aggressively pivoting back to lean, just-in-time supply chains. Fuel Cracking the Budget Dam: Skyrocketing diesel rates in early 2026 acted as a major catalyst for rate hikes. Unlike previous years where carriers absorbed fuel spikes, tight capacity means these costs are hitting shippers directly, forcing corporate CFOs to expand logistics budgets. The Nearshoring Reality: Shorter, responsive supply chains are replacing long-distance sourcing. A massive wave of nearshoring to Mexico is underway, trading complex ocean freight for direct, highly automated cross-border trucking networks. Immediate Capacity Threats (Q2 2026): Roadside inspection events like DOT Week, combined with driver pullbacks over Memorial Day weekend, are actively squeezing summer capacity. Spot rates are projected to remain highly elevated for the next 9 to 12 months as a result of these seasonal disruptions. The Death of the Annual RFQ: High market volatility means annual freight bids are breaking down. Savvy shippers are shifting to agile 3-month and 6-month mini-bids, allowing 3PLs to price lanes accurately without adding heavy risk premiums to the rates. TRAFFIX Corporate Profile: Established in 1979, TRAFFIX is a premier North American 3PL operating across the US, Canada, and Mexico. As an asset-light partner, they leverage mid-market agility, cross-border expertise, and on-demand warehousing to protect shipper capacity in volatile cycles. Learn More About The TRAFFIX Report: The Strategic Forecast for North American Freight Alex Fuller | Linkedin TRAFFIX | Linkedin TRAFFIX | Facebook TRAFFIX | Instagram TRAFFIX | X TRAFFIX | YouTube TRAFFIX TRAFFIX Trends Q2 2026 TRAFFIX Bi-Weekly Market Update The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

In today's episode, we cover: FedEx Freight Spinoff: We kick things off with the major corporate shakeup at FedEx Corp., whose board of directors has officially approved the spinoff of its less-than-truckload (LTL) unit, FedEx Freight. We discuss the details of the separation, which is set to conclude by June 1, and how the new standalone company will trade on the New York Stock Exchange under the ticker symbol "FDXF". UP-NS Rail Merger Application: Next, we head over to the rails to unpack the ongoing regulatory proceedings between Union Pacific (UP) and Norfolk Southern (NS). The two Class I railroads have submitted a revised merger application to the Surface Transportation Board (STB), defending it as "comprehensive and complete" after their initial filing was rejected for lacking adequate market-share data and specific merger agreement details. New Jersey's Independent Contractor Rules: Finally, we look at the crucial changes to New Jersey's controversial independent contractor rule impacting truckers. Trucking companies are breathing a cautious sigh of relief as the revised rule removes language that would have classified a worker as an employee simply because the company required them to comply with federal or state safety regulations. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices