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In this Friday edition of the Morning Minute, Isaiah Buchanan reports on a major legislative win for drivers as the House passes a spending bill that dedicates $200 million to truck parking. This first-of-its-kind line item now heads to the Senate, where lawmakers are racing against a January 30 government shutdown deadline. A Texas court has delivered a massive blow to Landstar System, ruling that the company must pay 100% of a $23 million accident verdict rather than the 15% originally assigned by a jury. The freight giant intends to vigorously appeal the judgment, which has already caused the company to lower its earnings expectations for the quarter. The episode also explores a pivotal upcoming Supreme Court case regarding whether federal law preempts state negligence claims against freight brokers. The Department of Justice argues that allowing these lawsuits would create a patchwork of liability standards, while advocates fear preemption leaves a dangerous gap in safety accountability. Finally, listeners are invited to catch a new episode of WHAT THE TRUCK?!? featuring Malcolm Harris, airing at noon on FreightWaves TV. If you miss the live broadcast, the full episode will be available for streaming on YouTube. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
On today's episode, we discuss the major announcement that Echo Global Logistics is acquiring ITS Logistics to create a combined entity valued at over $5.4 billion. Leadership indicates this merger will enhance their AI capabilities and expand solutions for complex supply chains. We also look at the forecast for Winter Storm Fern, which threatens to paralyze transportation networks across more than 30 states this weekend. Logistics experts warn that heavy ice and snow could trigger ground stops at critical hubs and cause shipment delays of up to 48 hours. Finally, we break down why Knight-Swift's Q4 earnings missed the mark after the trucking giant reported a net loss. The company faced margin pressure across all business segments due to restructuring charges and a difficult market environment. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we break down new data revealing that organized crime rings are keeping cargo theft levels near record highs across North America. We discuss how these sophisticated groups are increasingly targeting rail corridors and exploiting security gaps during freight handoffs. Next, we look at the Postal Service's bold strategy to transform its last-mile network by requiring retailers to bid for delivery space. Postmaster General David Steiner hopes this premium product approach will generate billions in revenue to help offset recent financial losses. Finally, the Port of Long Beach is preparing for a massive cargo surge with plans to double container volume to 20 million units by 2050. Officials are fast-tracking nearly $2 billion in rail projects to triple capacity and turn the Southern California hub into a zero-emissions powerhouse. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Host Alex Quarles opens the show with a look at a new Tennessee bill imposing strict penalties on carriers that employ undocumented drivers. The legislation mandates automatic notifications to federal immigration authorities and establishes a $1 million minimum in damages for accidents involving unlawful operators. Federal regulators have halted consolidation plans as the Surface Transportation Board rejected the Union Pacific and Norfolk Southern merger application for being incomplete. While rival railroads have praised the decision, the companies now have until February 17 to notify the board of their plans to submit the missing market share data. Defying the usual post-holiday slump, the trucking market is holding steady in January with tender rejection rates hitting nearly 10%, the highest level since 2022. Spot rates remain elevated at $2.62 per mile as capacity tightens in key hubs like Chicago, signaling a strong start to 2026 for the industry. Tune in this afternoon at 2 p.m. for a new episode of Loaded and Rolling with Thomas Wasson. Later today, catch the latest Freight Expectations featuring founder Craig Fuller and Armchair Attorney Matthew Leffler for more industry commentary. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
A hearty and wholesome good morning to you all! Grab a cup of joe and kick back with Evan and Chad as they discuss this week's reading shenanigans. Our Weekly Release Radar: Nine Goblins by T. Kingfisher The Poet Empress by Shen Tao Support BRK Buy Evan's book Books discussed: ASOIAF - George RR Martin The Expanse - James SA Corey Dawn of Wonder - Jonathan Renshaw Codex Alera - Jim Butcher The Priori of the Orange Tree - Samantha Shannon Witch King - Martha Wells The Haunted Forest Tour - Jeff Strand Dungeon Crawler Carl - Matt Dinniman Wizard's First Rule - Sword of Truth
On today's FreightWaves Morning Minute, J.B. Hunt exceeded fourth-quarter earnings expectations by implementing aggressive cost cuts even as revenue dipped slightly. Management noted that cost management drove the Q4 beat at J.B. Hunt amid signs that the truckload market began tightening late last year. In transaction news, Canada's Titanium is going private with a 40%+ bump in stock price, offering shareholders a significant premium and immediate liquidity. This all-cash deal allows the company's fleet to navigate current financial challenges away from the public markets. Meanwhile, investigators found that the part that broke in the UPS cargo jet crash had a history of failure regarding a specific bearing assembly. The NTSB reported that Boeing warned operators of this defect in 2011 but did not classify it as critical to flight safety. Finally, a new episode of WHAT THE TRUCK?!? airs today featuring a look at high-stakes logistics with G10 Fulfillment. The segment will cover the complexities of being an Amazon-approved hazmat shipper. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
The Department of Transportation is deploying artificial intelligence to enforce regulations against companies hiring illegal foreign drivers. This new initiative aims to identify fraud regarding non-domiciled CDLs that officials warn are driving down wages for American truckers, as detailed in DOT to use AI to go after illegal truckers. Southeastern Freight Lines is expanding its reach south of the border through a new partnership with Fletes Mexico Carga Express. The move is designed to streamline less-than-truckload shipments between the U.S. and Mexico with real-time tracking and faster customs clearance, according to Southeastern Freight Lines joins regional carriers moving into Mexico trade. A recent industry report indicates that parcel shipping rates have reached record highs driven by a proliferation of blanket surcharges. Even as fuel prices have declined, carriers hiked fuel surcharges significantly year-over-year to maintain revenue, a trend analyzed in Proliferation of parcel delivery surcharges drives up shipping rates. Finally, a new episode of The Long Haul features an interview with a non-domiciled CDL holder sharing his perspective on the regulatory crackdown. This is your daily update on the freight market for Thursday, January 15th. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the FreightWaves Morning Minute, we discuss the Department of Transportation's decision to drop its appeal regarding highway funding for sanctuary states, even as Secretary Sean Duffy shifts tactics to target non-domiciled CDL compliance as detailed in Trump Administration Waves White Flag on Transportation Funding Immigration Fight, But the War is Far From Over. Despite this legal concession, the administration is using compliance audits to withhold funding over English language standards and license requirements, a move that threatens to impact nearly 200,000 immigrant drivers. We also analyze the latest economic data showing inflation has accelerated with a 2.7% rise for the year, a trend explored in Consumer Price Index reports continued hikes in 2025. Rising costs for shelter, food, and energy are driving this increase, while transportation capacity has simultaneously plummeted to its lowest level since 2021. Additionally, the federal government is calling on industry experts to help identify the most critical physical and digital impediments to commerce, according to Feds seek input on solving supply chain bottlenecks. This new Request for Information aims to guide federal research and technology investments through 2030 to ensure goods move more smoothly across the nation's infrastructure. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
On today's FreightWaves Morning Minute, we discuss Allegiant Air's $1.5 billion acquisition of Sun Country Airlines, a merger heavily supported by Amazon through the addition of two extra cargo jets. This strategic move allows the combined company to leverage year-round cargo revenue to offset the seasonality of leisure travel, with cargo earnings expected to top $215 million this year. In technology news, researchers at Purdue University have successfully demonstrated the ability to wirelessly charge a heavy-duty truck while it travels at highway speeds. By delivering 190 kilowatts of power through pavement-embedded coils, this breakthrough could drastically reduce the need for massive EV batteries and allow carriers to haul more freight. STG Logistics has filed for Chapter 11 bankruptcy protection, utilizing a pre-negotiated deal to eliminate nearly $1 billion in debt while securing $150 million in new capital. Company leadership insists this is a restructuring rather than a liquidation, aiming to use the fresh funding to support operations and emerge from the process in approximately five months. Finally, tune in to FreightWaves TV for a state of freight webinar with Craig Fuller and Zack Strickland to help navigate the 2026 market. Following that, a new episode of Loaded and Rolling features Thomas Wasson discussing the intersection of AI and human expertise in fleet management. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the FreightWaves Morning Minute, we discuss how activist investor Ancora carves out a niche in the transportation sector by forcing shakeups at major companies like C.H. Robinson and CSX. Ancora director Conor Sweeney highlights the firm's strategy to drive returns by replacing leadership and restructuring boards at underperforming logistics giants. We also analyze recent trade statistics showing that while global demand grew, U.S. container traffic fell in November due to ongoing trade tensions. Import volumes in North America dropped nearly 4% for the eighth consecutive month, sharply contrasting with double-digit growth seen in regions like sub-Saharan Africa. Additionally, the show covers the latest employment figures as truck transportation jobs remained flat in December, hitting their lowest point in four and a half years. This stagnation in the trucking sector is accompanied by a significant drop in warehouse jobs, which have plummeted by over 150,000 from their peak in 2022. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
A good morning to you all! Sweeten that coffee if that's your thing, make sure the snow is wiped off your back window, and settle in for your weekly dose of book nerd. Support BRK Our BRK Bookclub Jauary book is: Witch King by Martha Wells Join the BRK Discord Buy Evan's book New Release Radar Twelve Months by Jim Butcher Godstorm by Solitarie Townsend Books Mentioned: Masters and Mages - Miles Cameron The Combat Codes - Alexander Darwin The Traitor Son Cycle - Miles Cameron The Greatcoats - Sebastien de Castell Lamb - Christopher Moore Fool - Christopher Moore Bloodsucking Fiends - Christopher Moore Books of Babel - Josiah Bancroft The Hexologists - Josiah Bancroft King Sorrow - Joe Hill Fahrenheit 182 - Mark Hoppus Alanna: The First Adventure - Tamora Pierce
In this episode of the FreightWaves Morning Minute, we discuss how the 2026 AV bill a game changer for heavy trucking aims to replace a patchwork of state regulations with a unified federal framework for autonomous vehicles. The legislation would allow driverless, cab-less trucks to move from testing tracks to interstate commerce, marking a major shift for the industry. The new year has started on a rough note, as Layoffs, bankruptcies batter U.S. logistics and manufacturing at start of 2026 with over 2,200 workers losing their jobs in just the first few weeks. Rising operating costs and shrinking demand have forced widespread restructuring and Chapter 11 filings across the supply chain sector. Finally, we look at why Prolonged post office closures focus of House bill, forcing the USPS to create a transparent database for service suspensions. Tune in for these stories and a look at today's lineup on FreightWaves TV, including new episodes of WHAT THE TRUCK?!? and Running on Ice. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the FreightWaves Morning Minute, the U.S. Department of Transportation has officially withheld $160 million in safety funding from California following a dispute over commercial driver's licenses. The state missed a critical deadline to revoke thousands of licenses issued to foreign drivers, a situation federal officials describe as a systemic collapse of safety protocols. Shifting to the rails, the Surface Transportation Board has introduced a proposal designed to give captive shippers access to competing lines through reciprocal switching. By removing the requirement to prove anti-competitive conduct, this regulatory change aims to foster competition and offer more options to businesses served by a single railroad. Additionally, a new quarterly report from U.S. Bank and DAT warns that a shrinking carrier pool could cause shipping costs to spike rapidly if demand rebounds. The episode wraps up with a preview of today's FreightWaves TV lineup, featuring discussions on trucker wages, the Logistics Manager Index, and the outlook for manufacturing in 2025. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of the FreightWaves Morning Minute, the U.S. Postal Service announces plans to phase out contracted drivers holding non-domiciled CDLs due to safety concerns. USPS tightens vetting for immigrant truck drivers explores how this crackdown aligns with broader federal initiatives despite warnings of potential supply chain strain. C.H. Robinson is revolutionizing its operations by deploying custom agentic AI tools to handle millions of tasks and slash quote response times from minutes to seconds. How is C.H. Robinson using AI? Its CFO has a story to tell details how these innovations are driving productivity and allowing for real-time pricing strategy adjustments. As autonomous trucks hit the road, manufacturers face massive financial exposure from product liability lawsuits that focus on safer alternative designs rather than human error. Autonomous trucking faces growing product liability risks, examines the legal challenges and potential for "nuclear verdicts" as technology outpaces the law. Finally, catch a preview of today's WHAT THE TRUCK?!? episode airing at noon with four guests covering diverse logistics topics. Join us for these updates and more on FreightWaves TV. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
On Tuesday's FreightWaves Morning Minute, we cover the news that Jacobs' QXO gets big investment from group led by Apollo, securing $1.2 billion to consolidate the building product supply chain. This fresh capital empowers the logistics venture to manage a growing asset base within a fragmented ecosystem. Next, we discuss how Stord buys e-commerce specialist Shipwire from Ceva Logistics as part of a strategy to rapidly scale its operations. The acquisition provides Stord with 12 new fulfillment centers and access to a global network of 1,000 warehouses. We also report that Trump delays furniture, cabinet tariffs; scales back duties on pasta, pushing planned hikes on furniture imports back to at least 2027,. The administration simultaneously reduced proposed duties on Italian pasta while keeping the existing 25% duty on furniture in place. Finally, be sure to tune in to FreightWaves TV today for new episodes of Check Call and Loaded and Rolling. These programs will air at 12:30 p.m. and 2:00 p.m., respectively. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Kodiak AI has announced a strategic partnership with Bosch to scale its autonomous truck platform for broader manufacturing integration. This collaboration aims to install the Kodiak Driver system directly on assembly lines or through specialized upfitters to ensure commercial scalability. The Ninth Circuit Court has denied an injunction request as Amazon loses a court fight regarding National Labor Relations Board proceedings. This ruling allows the labor board to continue examining the critical legal question of whether the tech giant qualifies as a joint employer with its third-party delivery companies. North Carolina carrier Queen Transportation shuts down operations over the holiday break, grounding a fleet of 89 trucks. The sudden closure was effective immediately, leaving approximately 90 drivers and support staff unemployed without prior warning. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Good morning! Got your coffee? A sweet treat? Great! Join Evan and Chad for your weekly dose of book nerd! Support BRK Join the BRK Discord Check out Brian Froud Buy Evan's book Books mentioned King Sorrow - Joe Hill The Silence of the Lambs - Thomas Harris Masters and Mages - Miles Cameron Seed - Ania Ahlborn Traitor's Blade - Sebastien de Castel Sad Tale of the Brothers Grossbart - Jesse Bullington Bridge of Birds - Barry Hughart Murderbot - Martha Wells Swords and Deviltry - Fritz Leiber Ryria Revelations - Michael J. Sullivan Movies mentioned: Anaconda (2025)
In this episode of the Freightways Morning Minute, we explore why autonomous trucking companies are shifting strategies to tackle surface streets for door-to-door delivery. By ditching the highway-only model detailed in Beyond the highway: Waabi's bet on door-to-door autonomy, these companies aim to eliminate costly first- and last-mile inefficiencies known as the "highway trap". We also break down the latest economic data, which reveals that GDP grew 4.3% in Q3, and it was ‘healthier' growth driven by robust domestic demand rather than technical anomalies. This expansion signals underlying strength in consumer spending and exports, offering positive news for future freight volumes. Finally, we look ahead to a potential resurgence of deal-making in 2026, highlighted by FedEx Freight's plans to spin off as an independent public company. While Large carrier M&A proves elusive in 2025, stabilizing volumes and lower interest rates are expected to fuel a massive industry shakeup next year. Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode of the FreightWaves Morning Minute examines Amazon's recent support for Flowers Foods in a Supreme Court case that could redefine legal protections for local delivery drivers. The retail giant argues that single-state drivers do not qualify for the federal arbitration exemption reserved for interstate transportation workers. We also report on the abrupt closure of Queen Transportation, a North Carolina carrier that ceased operations over the Christmas holiday. The shutdown left nearly 90 drivers jobless and highlights the severe liquidity pressures currently facing the trucking industry. Finally, we look at the logistics real estate boom in Arizona, signaled by Walmart's $152 million acquisition of a massive industrial complex in Glendale. Data from the Phoenix market indicates that local trucking capacity is tightening as major investments reshape the region's supply chain infrastructure. Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode of the FreightWaves Morning Minute examines Amazon's recent support for Flowers Foods in a Supreme Court case that could redefine legal protections for local delivery drivers. The retail giant argues that single-state drivers do not qualify for the federal arbitration exemption reserved for interstate transportation workers. We also report on the abrupt closure of Queen Transportation, a North Carolina carrier that ceased operations over the Christmas holiday. The shutdown left nearly 90 drivers jobless and highlights the severe liquidity pressures currently facing the trucking industry. Finally, we look at the logistics real estate boom in Arizona, signaled by Walmart's $152 million acquisition of a massive industrial complex in Glendale. Data from the Phoenix market indicates that local trucking capacity is tightening as major investments reshape the region's supply chain infrastructure. Learn more about your ad choices. Visit megaphone.fm/adchoices
After nearly two decades of litigation, 17 years later, Teamsters locals will get payments into benefit trust marks the end of a dispute involving Oak Harbor Freight Lines. An administrative law judge has ordered the LTL carrier to pay over $23 million for unfair labor practices committed during a 2008 strike. As nearshoring activity accelerates, TCS is betting on Monterrey as cross-border trade gets more complicated and highlights new logistics investments south of the border. Additionally, Union Pacific is developing a massive 2,000-acre industrial park near Houston to better serve international gateways. Drivers are facing hazardous conditions as Truckers east of I-35 advised to stay home outlines the dangers of Winter Storm Ezra. High winds across the Midwest and Northeast pose a significant risk of trailer rollovers, prompting urgent warnings for fleets to halt operations in affected areas. Learn more about your ad choices. Visit megaphone.fm/adchoices
After nearly two decades of litigation, 17 years later, Teamsters locals will get payments into benefit trust marks the end of a dispute involving Oak Harbor Freight Lines. An administrative law judge has ordered the LTL carrier to pay over $23 million for unfair labor practices committed during a 2008 strike. As nearshoring activity accelerates, TCS is betting on Monterrey as cross-border trade gets more complicated and highlights new logistics investments south of the border. Additionally, Union Pacific is developing a massive 2,000-acre industrial park near Houston to better serve international gateways. Drivers are facing hazardous conditions as Truckers east of I-35 advised to stay home outlines the dangers of Winter Storm Ezra. High winds across the Midwest and Northeast pose a significant risk of trailer rollovers, prompting urgent warnings for fleets to halt operations in affected areas. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the FreightWaves Morning Minute, we investigate a major class-action filing aimed at stopping the California DMV from canceling nearly 20,000 commercial driver's licenses due to administrative errors. The Lawsuit Targets California DMV Over Administrative Failures Affecting 20,000 CDL Drivers argues that these cancellations disproportionately affect the Sikh community and pose an immediate risk to the stability of the supply chain. We also break down critical leadership updates in maritime governance, including the Senate confirmation of former Maersk executive Stephen Carmel as the administrator of the Maritime Administration. As the Marad chief, FMC nominee confirmed, these new appointees are set to fill vital gaps in the agencies that regulate U.S. ocean and port logistics. Finally, we discuss the rejection of an ambitious rail initiative after Amtrak turns down the ‘Transcontinental Chief' proposal, citing a lack of a fundamental business case for the 72-hour transcontinental service. AmeriStarRail now plans to lobby Congress to force negotiations for the drive-aboard train service in hopes of launching by the 2028 Olympics. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the FreightWaves Morning Minute, we investigate a major class-action filing aimed at stopping the California DMV from canceling nearly 20,000 commercial driver's licenses due to administrative errors. The Lawsuit Targets California DMV Over Administrative Failures Affecting 20,000 CDL Drivers argues that these cancellations disproportionately affect the Sikh community and pose an immediate risk to the stability of the supply chain. We also break down critical leadership updates in maritime governance, including the Senate confirmation of former Maersk executive Stephen Carmel as the administrator of the Maritime Administration. As the Marad chief, FMC nominee confirmed, these new appointees are set to fill vital gaps in the agencies that regulate U.S. ocean and port logistics. Finally, we discuss the rejection of an ambitious rail initiative after Amtrak turns down the ‘Transcontinental Chief' proposal, citing a lack of a fundamental business case for the 72-hour transcontinental service. AmeriStarRail now plans to lobby Congress to force negotiations for the drive-aboard train service in hopes of launching by the 2028 Olympics. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we discuss how Canada Post, mail carriers tentatively agree on a labor deal after a difficult period involving strikes and work slowdowns. The proposed five-year contract includes wage increases and the introduction of weekend parcel delivery, though it excludes the corporation's demands for dynamic routing and load leveling. We also examine why new legislation could upend truck broker margins by imposing a 10% surcharge on contracts involving carriers with multiple safety violations. This bill aims to hold brokers directly accountable for carrier safety, a shift that could challenge smaller brokers with data-intensive tracking requirements regarding violation histories. Finally, we look at the announcement that Stord to double e-commerce fulfillment capacity in Kentucky through a $40 million investment in a new facility and advanced automation. This expansion complements the company's recent acquisition of Penny Black, a software solution designed to personalize the post-purchase customer experience through custom packaging inserts. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we discuss how Canada Post, mail carriers tentatively agree on a labor deal after a difficult period involving strikes and work slowdowns. The proposed five-year contract includes wage increases and the introduction of weekend parcel delivery, though it excludes the corporation's demands for dynamic routing and load leveling. We also examine why new legislation could upend truck broker margins by imposing a 10% surcharge on contracts involving carriers with multiple safety violations. This bill aims to hold brokers directly accountable for carrier safety, a shift that could challenge smaller brokers with data-intensive tracking requirements regarding violation histories. Finally, we look at the announcement that Stord to double e-commerce fulfillment capacity in Kentucky through a $40 million investment in a new facility and advanced automation. This expansion complements the company's recent acquisition of Penny Black, a software solution designed to personalize the post-purchase customer experience through custom packaging inserts. Learn more about your ad choices. Visit megaphone.fm/adchoices
BNSF CEO: Rail merger still a “significant threat” to economy, consumers covers the intensifying opposition to the proposed Union Pacific and Norfolk Southern merger, as rival BNSF warns of potential service failures and higher rates. CEO Katie Farmer argues that the deal fails to meet regulatory requirements and offers public benefits that could otherwise be achieved through simple collaboration. We also analyze the "Chart of the Week" in Inventory management strategy shifts once again, which highlights a move toward leaner inventories after periods of over-ordering and destocking. This strategy increases the value of agile transportation services but carries the risk of missed revenue opportunities if demand suddenly spikes. Finally, we look at a discrimination lawsuit in Judge denies summary judgment in deaf driver applicant's rejection, where a federal judge ruled that a case against Wilson Logistics will proceed to trial or settlement. The suit alleges the company illegally refused to hire a qualified deaf driver who held a valid federal hearing exemption. Learn more about your ad choices. Visit megaphone.fm/adchoices
Evan and Chad discuss Heirarchy, mass market paperbacks, Miles Cameron, and Shrek 2 on a plane. Support BRK Join the BRK Discord Buy Evan's Book Books Mentioned: The Will of the Many (Hierarchy #1) - James Islington The Strength of the Few (Hierarchy #2) - James Islington Beware of Chicken - CasualFarmer Many Are Dead - Anthony Ryan King Sorrow - Joe Hill A Pilgrimage of Swords (Seven Swords #1) - Anthony Ryan The Waking Fire (Draconis Memoria #1) - Anthony Ryan Cold Iron (Masters and Mages #1) - Miles Cameron The Red Knight (Traitor Son Cycle #1) - Miles Cameron Fever House - Kieth Rosson
BNSF CEO: Rail merger still a “significant threat” to economy, consumers covers the intensifying opposition to the proposed Union Pacific and Norfolk Southern merger, as rival BNSF warns of potential service failures and higher rates. CEO Katie Farmer argues that the deal fails to meet regulatory requirements and offers public benefits that could otherwise be achieved through simple collaboration. We also analyze the "Chart of the Week" in Inventory management strategy shifts once again, which highlights a move toward leaner inventories after periods of over-ordering and destocking. This strategy increases the value of agile transportation services but carries the risk of missed revenue opportunities if demand suddenly spikes. Finally, we look at a discrimination lawsuit in Judge denies summary judgment in deaf driver applicant's rejection, where a federal judge ruled that a case against Wilson Logistics will proceed to trial or settlement. The suit alleges the company illegally refused to hire a qualified deaf driver who held a valid federal hearing exemption. Learn more about your ad choices. Visit megaphone.fm/adchoices
Union Pacific and Norfolk Southern have officially submitted their nearly 7,000-page application to the Surface Transportation Board to create the nation's first Union Pacific and Norfolk Southern file historic rail merger application. If the merger meets regulatory approval, the companies anticipate the deal will be finalized and the new network operational by early 2027. In an effort to restore financial viability, the United States Postal Service is opening its US Postal Services wants retailers to compete for last-mile delivery network to retailers and logistics companies willing to bid for the service. Postmaster General David Steiner's new strategy will begin accepting bids early next year, with service potentially launching in the third quarter of 2026. Meanwhile, DHL Global Forwarding has committed $1.5 million to expand DHL drops $1.5 million to expand cold storage at LAX capabilities near Los Angeles International Airport. This investment targets the growing demand from pharmaceutical and life sciences shippers while strengthening Los Angeles' role as a critical gateway for temperature-sensitive cargo. Stay tuned to FreightWaves TV for new episodes of WHAT THE TRUCK?!?, Freight Expectations, and Running on Ice later this afternoon. Listen now for a concise summary of today's top logistics stories before heading into the new year. Learn more about your ad choices. Visit megaphone.fm/adchoices
Union Pacific and Norfolk Southern have officially submitted their nearly 7,000-page application to the Surface Transportation Board to create the nation's first Union Pacific and Norfolk Southern file historic rail merger application. If the merger meets regulatory approval, the companies anticipate the deal will be finalized and the new network operational by early 2027. In an effort to restore financial viability, the United States Postal Service is opening its US Postal Services wants retailers to compete for last-mile delivery network to retailers and logistics companies willing to bid for the service. Postmaster General David Steiner's new strategy will begin accepting bids early next year, with service potentially launching in the third quarter of 2026. Meanwhile, DHL Global Forwarding has committed $1.5 million to expand DHL drops $1.5 million to expand cold storage at LAX capabilities near Los Angeles International Airport. This investment targets the growing demand from pharmaceutical and life sciences shippers while strengthening Los Angeles' role as a critical gateway for temperature-sensitive cargo. Stay tuned to FreightWaves TV for new episodes of WHAT THE TRUCK?!?, Freight Expectations, and Running on Ice later this afternoon. Listen now for a concise summary of today's top logistics stories before heading into the new year. Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode of the FreightWaves Morning Minute breaks down how OTR Solutions partners with SONAR to bring data-driven rate intelligence directly to carriers. The integration empowers fleets to benchmark their performance against market conditions and negotiate with greater confidence. In the M&A sector, the podcast highlights that RPM Freight acquires Dealers Choice Auto Transport to expand its finished vehicle logistics capabilities. This strategic move adds white-glove service for luxury vehicles to RPM's network while opening new OEM opportunities for Dealers Choice. Finally, the briefing examines the legislative landscape as trucking, retail pressure lawmakers to pass anti-theft bill amid a surge in sophisticated cargo theft. Industry leaders argue that a unified federal response is essential to tackle the complex, transnational criminal networks targeting the supply chain today. Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode of the FreightWaves Morning Minute breaks down how OTR Solutions partners with SONAR to bring data-driven rate intelligence directly to carriers. The integration empowers fleets to benchmark their performance against market conditions and negotiate with greater confidence. In the M&A sector, the podcast highlights that RPM Freight acquires Dealers Choice Auto Transport to expand its finished vehicle logistics capabilities. This strategic move adds white-glove service for luxury vehicles to RPM's network while opening new OEM opportunities for Dealers Choice. Finally, the briefing examines the legislative landscape as trucking, retail pressure lawmakers to pass anti-theft bill amid a surge in sophisticated cargo theft. Industry leaders argue that a unified federal response is essential to tackle the complex, transnational criminal networks targeting the supply chain today. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the FreightWaves Morning Minute, we break down the conflicting economic signals heading into 2026 as plummeting operational costs collide with tightening capacity. Benchmark diesel falls again as oil market selloff picks up steam, with crude futures dipping below $60 per barrel even as retail pump prices struggle to catch up to the drop. Capacity pressures are intensifying from factories to fulfillment centers, as more layoffs hit U.S. supply chain, including over 4,200 recent job cuts at major companies like Ford and Great Dane. These structural reductions highlight a market realignment that goes beyond typical seasonal dips, creating significant capacity constraints across the sector. New government data reveals that truck transportation jobs last month were the lowest in years, dropping to levels not seen since June 2021. Despite this decline in employment, the capacity squeeze has pushed the average hourly wage for non-supervisory trucking employees to a record high of $31.40. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the FreightWaves Morning Minute, we break down the conflicting economic signals heading into 2026 as plummeting operational costs collide with tightening capacity. Benchmark diesel falls again as oil market selloff picks up steam, with crude futures dipping below $60 per barrel even as retail pump prices struggle to catch up to the drop. Capacity pressures are intensifying from factories to fulfillment centers, as more layoffs hit U.S. supply chain, including over 4,200 recent job cuts at major companies like Ford and Great Dane. These structural reductions highlight a market realignment that goes beyond typical seasonal dips, creating significant capacity constraints across the sector. New government data reveals that truck transportation jobs last month were the lowest in years, dropping to levels not seen since June 2021. Despite this decline in employment, the capacity squeeze has pushed the average hourly wage for non-supervisory trucking employees to a record high of $31.40. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the FreightWaves Morning Minute, we discuss the major leadership shuffle as Brad Jacobs steps down as chairman of XPO and GXO to dedicate his full attention to his newest venture. He aims to grow QXO into a $50 billion revenue giant in the building products sector through a strategy of aggressive consolidation and organic growth. Union Pacific has appointed Tony Will, the retiring CEO of CF Industries, to its board of directors as the company prepares for a historic transformation. This executive move precedes the expected December 19 filing for a merger with Norfolk Southern that aims to establish the nation's first transcontinental railroad. We also cover how Amazon is offering a money-back guarantee to air cargo shippers to signal its reliability as a third-party logistics partner. This strategic pivot mirrors the AWS model, leveraging internal logistics capacity and a new digital console to offer high-control service to external customers. Finally, tune in for previews of the latest episodes of Loaded and Rolling and Check Call coming up later today on FreightWaves TV. Don't forget to visit the website to vote for your Favorite Freight Town before the results are revealed in January. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we discuss how the House approval of digital financial disclosures would impact USPS mail by eliminating the requirement for hardcopy delivery of investor documents. This legislation could further reduce mail volume and revenue for the financially struggling Postal Service, which recently reported a $2.8 billion operating loss. Next, we cover the news that Maersk tabs new CFO, North American chief in global leadership shakeup as the shipping giant attempts to regain ground after losing its top global ranking. Robert Erni joins as the new Chief Financial Officer alongside other regional leadership changes intended to address an evolving market and increased competition. Finally, we look at the data showing Mexico's heavy-truck exports plunges 22% as light-vehicle demand also dips amid ongoing trade uncertainties and local disruptions. Industry leaders point to U.S. tariffs and road blockades as key factors driving significant declines in production and exports across the automotive sector. Learn more about your ad choices. Visit megaphone.fm/adchoices
Evan is 100% sober for this episode he did not have multiple old fashioneds before recording Adrian Tchaikovsky Humble Bundle Support BRK Join the BRK Discord Buy Evan's Book Books mentioned: Blood Over Bright Heaven - ML Wang Blood Song - Anthony Ryan Fever House - Keith Rosson Coffin Moon - Keith Rosson Cold Iron - Miles Cameron The Builders - Daniel Polansky Empre of the Damned - Jay Kristoff Powder Mage - Brian McClellan Ascendant (Songs of Chaos #1) - Michael R. Miller King Sorrow - Joe Hill Heart Shaped Box - Joe Hill Horns - Joe Hill Cradle - Will Wight Shows: Dragonball Z Games: Arc Raiders Expedition 33
In this episode of the FreightWaves Morning Minute, we break down PACCAR's strategic push into zero-emission vehicles with new medium-duty models from Peterbilt and Kenworth. The parent company is doubling down on scalability by building out the necessary charging infrastructure to support these electric fleets. Next, we discuss a historic labor victory as Teamsters locals in Northern California and Nevada secure a groundbreaking regional deal with Sysco. This four-year contract establishes a new industry standard with a 34% wage increase and strong protections against automation. Finally, we look at the monumental filing by Union Pacific and Norfolk Southern to create the nation's first freight-only transcontinental railroad. This move initiates a critical review period that serves as the first real test of the Surface Transportation Board's tougher consolidation rules. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Federal Highway Administration is calling on the private sector to provide funding for the replacement of the American Legion Memorial Bridge, which is currently costing the industry an estimated $43 million in congestion delays. For more details on the agency's request to address this major infrastructure challenge, read how the DOT wants private sector to end $43M freight bottleneck. DHL Supply Chain has officially added its first Tesla Semi to its fleet following a successful pilot program in California that saw the vehicle average 1.72 kWh per mile. You can learn more about the vehicle's specs and route performance as DHL Supply Chain deploys first Tesla Semi in net zero carbon push. A Laredo-based cross-border carrier with 600 drivers has filed for bankruptcy protection, reporting up to $50 million in liabilities and over 200 creditors. Details regarding the filing and fleet operations are available in the report: Laredo carrier Texas International Enterprises files for Chapter 11. Finally, tune in to FreightWaves TV for new episodes of The Long Haul and Freightonomics airing later this morning. Don't forget to visit vote.freightwaves.com to cast your ballot for America's favorite freight town before the results are revealed at the end of the year. Learn more about your ad choices. Visit megaphone.fm/adchoices
On today's FreightWaves Morning Minute, we report on the sudden closure of two Minnesota carriers that has left approximately 200 drivers out of work. MinStar Transport and Transport Design, Inc., both operating under True North Equity Partners, announced they were ceasing operations over the weekend. We also discuss a crackdown on the southern border where Mississippi is sending illegal truckers to ICE after identifying 85 unauthorized drivers in three months. Senator Cindy Hyde-Smith is advocating for stricter federal legislation regarding non-domiciled CDLs and English language proficiency to address these safety concerns. In legal news, an Ohio trucking company operator has been sentenced to 30 months in prison for a long-running tax evasion scheme involving Defense Department contracts. Alice Martin must pay nearly $2 million in restitution after pleading guilty to charges related to her company, Martin Logistics. Finally, tune in to FreightWaves TV at noon for a new episode of WHAT THE TRUCK?!? featuring Malcolm Harris. You can catch the live broadcast or listen to the replay on SiriusXM channel 146. Learn more about your ad choices. Visit megaphone.fm/adchoices
A federal appeals court has granted a request to hold the lawsuit regarding non-domiciled CDL restrictions in abeyance while the agency reviews public comments. This decision temporarily halts the interim final rule, meaning the FMCSA gets time-out on CDL crackdown and nearly 200,000 trucking jobs remain protected under previous standards for now. Beyond the courtroom, industry experts argue that a focused English-language crackdown exposes how cheap labor and CDL fraud are remaking trucking by revealing a "new ecosystem" of transient foreign drivers. Grace Maher of OTR Solutions explains that drivers from Eastern Europe and Asia are suppressing freight rates by entering the market temporarily to undercut prices before returning home. In infrastructure news, the Indiana port expands barge steel capacity at Jeffersonville by 40% to accommodate consistent double-digit growth and strong demand. Indiana River & Rail Terminals has leased a fourth building, raising their total storage capacity to 350,000 square feet to better serve multimodal customers. Finally, stay tuned for a new episode of WHAT THE TRUCK?!? airing live at noon on FreightWaves TV with Malcolm Harris. If you miss the live broadcast, you can catch the replay on the FreightWaves YouTube channel. Learn more about your ad choices. Visit megaphone.fm/adchoices
New research from ATRI indicates that pre-crash negligence, such as substance abuse allegations, is driving a massive increase in jury awards against trucking companies. This analysis suggests that organizational failures now carry financial multipliers that far exceed those associated with crash severity alone. In payment news, Relay Payments has secured a deal with Travel Centers of America, completing its coverage of the "big three" travel center providers alongside Love's and Pilot. This expansion allows the digital payment platform to service fleets of all sizes with a network that now encompasses roughly 90% of the high-flow diesel market. Finally, SpeedX has opened a new e-commerce superhub in Chicago capable of processing 500,000 shipments daily as part of its rapid U.S. expansion. This strategic move highlights how independent parcel carriers are building nationwide networks to compete directly with FedEx and UPS for last-mile dominance. Later today on FreightWaves TV, tune in to The Long Haul for a conversation with Danielle Spanelli regarding rail theft and compliance. You can catch the episode at 10 a.m. or watch it on the FreightWaves YouTube channel. Learn more about your ad choices. Visit megaphone.fm/adchoices
Union Pacific has delayed their rail merger filing for its proposed combination with Norfolk Southern until mid-December. The 4,000-page application faces significant opposition from other Class I railroads and shippers concerned about the effects of consolidation. In automotive news, Michigan-based Bollinger Motors shuts down amid financial woes after missing payroll for at least two periods. The EV truck maker has ceased operations, leaving the future of its parent company, Bollinger Innovations, uncertain as it executes a cost-reduction plan. Finally, Amazon tests 30-minute delivery in two US cities using urban micro-fulfillment centers to speed up orders for groceries and household essentials. This pilot program in Seattle and Philadelphia employs Amazon Flex workers to deliver goods rapidly, with fees varying based on Prime membership status. Learn more about your ad choices. Visit megaphone.fm/adchoices
10 Roads Express to shut down operations, end USPS contracts and terminate its postal agreements by late January. The major mail hauler plans to complete its remaining service obligations despite a recent history of labor disputes with the Teamsters. The episode also covers Inside the Amazon-Teamsters showdown: What's next?, highlighting a union victory for drivers in Kentucky alongside legislative battles in New York,. Additionally, federal proceedings at the NLRB continue to assess whether Amazon should be classified as a joint employer for delivery drivers. In regulatory news, the DOT kicks 3,000 truck driver trainers off registry for failing to meet federal service standards. The FMCSA has placed thousands more on notice regarding potential noncompliance issues involving falsified data and curriculum failures. Tune in to FreightWaves TV later today for new episodes of Check Call and Loaded and Rolling. Listen to this brief update to stay ahead of the most critical stories shaping the freight and logistics industry. Learn more about your ad choices. Visit megaphone.fm/adchoices
Overcapacity in the Trans-Pacific container trade lanes nullified November general rate increase plans, causing prices on Asia to US West Coast lanes to drop 32% last week to $1,900 per FEU. We discuss the latest data on falling East Coast rates and the continued emphasis on container shipping challenges, including the potential return of traffic to the Suez Canal route amid Red Sea tensions. Mexican truckers and farmers have begun removing highway and border blockades after reaching agreements with federal authorities to address concerns over escalating highway insecurity, rising cargo theft, and overdue subsidy payments. These disruptive protests severely impacted cross-border shipments, with trade leaders estimating the economic impact at about $3 million per day in lost cross-border salaries and revenue. Additionally, a North New Jersey truck driving school agreed to settle a lawsuit after being accused of misclassifying at least 30 driver instructors as independent contractors. The settlement includes a total gross payment of about $345,000 to the affected instructors, alongside payments of over a quarter million dollars to the state for penalties and costs, highlighting the enforcement of the ABC test used to classify workers in New Jersey. Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode highlights Airbus kicking its A350 freighter program into high gear, with the prototype finalized and flight tests set for next October, aiming for a late 2027 service entry. Learn how the A350F promises a 40% reduction in fuel consumption and features a massive 175-inch wide cargo door, giving it a significant edge in handling bulky industrial cargo. We also examine major rail consolidation, specifically the Surface Transportation Board approval of Fortress Investment Group's acquisition of two new regional lines, the Wheeling & Lake Erie Railway and the Akron Barberton Cluster Railway. This deal expands Fortress's roster of Class III railroads, and the STB agreed that the move would enhance the railways' access to capital for strategic investment and growth. Finally, we cover the worrying financial distress facing the 3PL sector as Odyssey Logistics was hit with a second debt downgrade from Moody's in less than three months, dropping its corporate family rating deep into Caa-1 "junk status". Moody's noted this rapid deterioration was driven by sky-high leverage—expected well over seven times operating profit—which creates serious refinancing risk ahead of the company's significant debt maturities in 2027. Learn more about your ad choices. Visit megaphone.fm/adchoices
We start with major security vulnerabilities, as authorities in the U.S. and Canada are intercepting millions in narcotics cleverly hidden within legitimate shipments, including a $16 million meth bust found in plaster vases. Tune in to hear more about these enforcement actions, where drugs have been concealed in commodities ranging from auto parts and berries to lettuce. The conversation then shifts to the back office, where new technology is being utilized to fight freight fraud and enhance compliance. We discuss Highway's new, optional feature that allows brokers to screen out carriers based on whether the primary account owner holds a non-domiciled CDL, a major red flag for liability and fraud concerns. This compliance effort is a direct response to increased insurer scrutiny and regulatory pressure surrounding non-domiciled licenses. Finally, we issue a critical warning concerning the Thanksgiving holiday period, as Verisk CargoNet has put out a massive cargo theft alert. Organized criminal networks are expected to cause a 65% increase in theft incidents compared to last year, primarily targeting food and beverage shipments. Vigilance, advanced security measures, and the right technology are absolutely essential for supply chain planning this quarter. Learn more about your ad choices. Visit megaphone.fm/adchoices
The 100-year-old P Judge and Suns Trucking and Warehousing Company filed for Chapter 11 bankruptcy protection in New Jersey, listing both assets and liabilities between $1 million and $10 million. The podcast covers the ongoing debate surrounding the proposed merger between Union Pacific and Norfolk Southern, which UP CEO Jim Vena advocated for at the RailTrends industry conference. Vena stressed that the United States should not be the only country in North America without seamless rail service, noting that the merger is necessary to enable railroads to compete with the trucking industry. Strong opposition to the deal comes from Western Railroad BNSF, which views the merger as a disruption that would likely lead to a reshaping of the entire North American Rail Network. BNSF's chief marketing officer highlighted that customers are not advocating for the merger, and that existing transcontinental options are already practical through collaboration. Learn more about your ad choices. Visit megaphone.fm/adchoices
The container ship ONE Henry Hudson was towed out to anchorage at the Port of Los Angeles after an electrical fire that began onboard while it was berthed was substantially contained. The incident temporarily suspended port operations, closed four of the seven container terminals, and led to a mile-wide safety zone, though no injuries were reported among the 23-person crew. Canada Post and the Canadian Union of Postal Workers reached a tentative collective bargaining agreement following over two years of bitter negotiations and strike activity by more than 50,000 mail carriers. The agreement comes as the national mail carrier reported a record quarterly loss of $385 million due to labor actions causing businesses to switch carriers, resulting in a 40% drop in parcel revenue. South Carolina truck driver Dennis Eugene West and his company pleaded guilty to negligent discharge of pollutants after West crashed while driving under the influence in West Virginia. The August 2022 crash spilled thousands of gallons of alkyl dimethylamine into Paint Creek, which temporarily harmed aquatic life, resulting in West and the company facing over $1.6 million in restitution and penalties. Learn more about your ad choices. Visit megaphone.fm/adchoices