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FreightWaves

A full trailer load of freight podcasts from FreightWaves. Enjoy shows like the award-winning WHAT THE TRUCK?!? podcast, Put That Coffee Down, Freightonomics, Fuller Speed Ahead, Great Quarter, Gals and more with one click of the subscribe button. One freight feed to rule them all!

136 episodes
Avg 53 min
English

Episodes 136

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October 6 · 1 hr
80,000 MORE DRIVERS? OR JUST 18 MINUTES? | Brake Check
For years, trucking has been told it has a driver shortage. But what if the bigger problem isn't how many drivers we have? What if we're wasting the ones already here? Research led by Dr. David Correll at MIT FreightLab found long-haul drivers averaged roughly 6.5 hours of actual driving in an available 11-hour driving window. When Correll compared utilization with the industry's then-claim of an 80,000-driver shortage, the math produced a wild alternative: Roughly 18 more productive minutes per existing driver per day could theoretically create comparable additional capacity, Not 18 more hours....18 MINUTES. So where the hell is the rest of the driver's day going? Detention, Appointment delays, Loading, Unloading, Congestion, Parking, And hours of a professional driver's life that somebody else controls. On this episode of Brake Check, we put the policy AND the data in the same show. OOIDA Executive Vice President Lewie Pugh joins us fresh off TenFour D.C. on the National Mall to talk about what truckers actually told Washington, what FMCSA heard, broker transparency, detention, parking, diesel, bad actors, CDL enforcement and why OOIDA continues challenging the industry's driver-shortage narrative. Then Dr. David Correll of Telegraph, formerly with U.S. DOT and MIT FreightLab, brings the receipts. We ask him to revisit the famous 18-minute calculation for TODAY'S trucking market. Is it still 18 minutes? How much productive capacity are we wasting? How much money does detention really cost? Are railroads taking freight from trucks? And if Washington gets ONE chance to increase trucking capacity, should it put more people behind the wheel... OR GIVE THE DRIVERS ALREADY HERE THEIR DAMN TIME BACK? Because maybe trucking doesn't need another recruiting funnel. Maybe it needs to stop wasting the professionals already moving America. SOUND OFF: What's the most time you've lost at a shipper or receiver WITHOUT getting paid for it? And the bigger question: DRIVER SHORTAGE...OR DRIVER-TIME SHORTAGE #Trucking #DriverShortage #TruckDrivers #OwnerOperator #OOIDA #Detention #Freight #TruckingIndustry #FMCSA #BrakeCheck ⁠Follow the Brake Check Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
October 6 · 3 min
STG Logistics Names New CEO, FMCSA Doubles HOS Emergency Relief, & Class 8 Orders Jump 18% | The Morning Minute
In this episode, we kick things off by examining the major leadership changes at STG Logistics, where ⁠the intermodal marketing company has installed a new CEO following its massive financial restructuring⁠. Jack Holmes, a UPS veteran who previously led UPS Freight, takes the helm after the company slashed its funded debt by a staggering ninety percent through a pre-packaged Chapter 11 that reduced debt by nearly one billion dollars while securing one hundred fifty million in fresh capital. Over in Washington, truckers responding to regional disasters just received significant regulatory relief as ⁠FMCSA published a final rule doubling the automatic hours-of-service exemption period from fourteen days back to thirty days⁠. This change, which took effect immediately, reverses a 2023 policy that had shortened the emergency relief window and is expected to drastically reduce administrative burdens, cutting annual extension requests from approximately fifty down to twenty-five. Finally, we explore the heavy-duty truck market where ⁠Class 8 orders climbed eighteen percent in September as fleets navigate murky regulatory terrain heading into model year 2027⁠. While year-to-date orders have surged a massive ninety-five percent compared to last year, the market faces significant uncertainty over upcoming EPA nitrogen oxide emissions requirements, with nonconformance penalties potentially adding six to seven thousand dollars per truck versus eight to twelve thousand for fully compliant engines. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
October 5 · 1 hr 4 min
FreightWaves Today | October 5
The freight industry wakes up to a blockbuster deal as C.H. Robinson announces its acquisition of RXO in what the show describes as the largest transaction in freight brokerage history. Craig and Julie break down the roughly $5.8 billion deal, the $300 million in expected synergies, the strategic rationale behind the acquisition, and what the combination could mean for competition and further consolidation across the brokerage market. The episode also features an in-depth conversation with Estes President and COO Webb Estes, about the current freight market, including strong tonnage growth, available trucking capacity, regional freight trends, manufacturing, retail and grocery demand, and the outlook for the next phase of the freight cycle. The discussion explores Estes' emphasis on customer transparency, employee retention and service, along with the company's plans for a new Chattanooga-area cross-dock facility. Later, the show returns to the C.H. Robinson-RXO deal with John Kingston for a deeper look at Dave Bozeman's transformation of C.H. Robinson, the role of technology and AI, the companies' recent financial performance, and why the transaction could become a catalyst for additional M&A throughout the freight industry. The episode also includes a Highway Verified segment covering a major cocaine seizure at the Lewiston Bridge and a cargo theft involving a redirected shipment of glycerin, plus a preview of the upcoming F3: Future of Freight Festival in Chattanooga. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
October 5 · 50 min
Why C.H. Robinson Just Bought RXO (And What It Means for Freight Rates) | WHAT THE TRUCK?!?
In this episode of WHAT THE TRUCK?!?, hosts Malcolm Harris and Michael Vincent kick off "Rocktober" with a action-packed Monday show covering key industry news, major market shifts, and an innovative sanitation solution for truck drivers. The duo reacts to breaking news regarding C.H. Robinson's acquisition of RXO, analyzing what the consolidation means for multimodal networks and carrier capacity. They also examine recent border freight fraud schemes in Mexico, Lego’s massive manufacturing investments in Monterey and Virginia, the latest BLS trucking employment data, and the widespread results of cross-border enforcement sweeps like Operation Saturday Night Fever. Additionally, the show highlights sponsor ⁠Truckstop.com⁠ and previews the upcoming Future of Freight Festival (F3) in Chattanooga. The featured segment features Mark Ryland, Founder and CEO of P Dispose, who shares how his 18 years as an over-the-road driver inspired him to solve the pervasive issue of discarded roadside urine bottles. Ryland outlines P Dispose's plan to create a discrete, eco-friendly infrastructure utilizing RFID-enabled reusable bottles and automated fluid-extraction stations near fuel islands. Coupled with a mobile app that rewards drivers with fuel points for proper disposal, Ryland explains how his team is partnering with engineering and environmental students across the University of Wisconsin system to develop prototypes ahead of a planned 2027 pilot launch. ⁠Watch on YouTube⁠ ⁠Visit our sponsor - TRUCKSTOP.COM⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
October 5 · 3 min
C.H. Robinson Acquires RXO, Truckload's Mixed Signals, & NMFTA Cybersecurity Portal | The Morning Minute
In this episode, we kick things off by examining a powerful new cybersecurity defense tool as the freight industry battles escalating digital threats. The National Motor Freight Traffic Association has launched ⁠a comprehensive threat reporting portal where companies can anonymously share attack data⁠ to help protect the entire sector. By pooling intelligence on hacker tactics and breach indicators, carriers and logistics providers can stop bad actors from simply recycling the same playbook across multiple targets. Next, we discuss a massive consolidation move reshaping the third-party logistics landscape as ⁠C.H. Robinson announced its acquisition of RXO in a major cash-and-stock transaction⁠. The deal values RXO shares at thirty dollars and twenty-five cents each and will significantly expand the country's largest 3PL by combining complementary brokerage, managed transportation, global forwarding, and last-mile capabilities into one diversified multi-modal powerhouse. Finally, we explore the genuinely puzzling dynamics unfolding in the truckload market where ⁠spot rates are climbing rapidly even as actual freight volumes decline⁠. The National Truckload Index has surged more than ten percent since late August and now sits fifty percent higher year-over-year, yet the accepted load volume index has fallen below its twelve-month average. Analysts point to sharply rising diesel costs as a key culprit, squeezing carrier cash flow as fuel expenses spike before revenue adjusts upward. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
October 2 · 1 hr 3 min
RICO & the Freight Fight | Freight Expectations
Six motor carriers are suing TQL and C.H. Robinson under the federal RICO statute, alleging that the brokers used unsafe or unauthorized capacity to gain a competitive advantage and take freight business. On this episode of Freight Expectations, Craig Fuller and attorney Matt Leffler break down the unusual lawsuit, what a civil RICO claim actually requires, and why the case could hinge on who qualifies as the legally injured party. They dig into treble damages, fee shifting, the enormous cost of complex litigation, the role of regulators, and a 2006 Supreme Court case involving steel companies that could have major implications for the plaintiffs' claims. The conversation also explores the broader fight over broker vetting, carrier safety, freight pricing and the increasingly contentious relationship between motor carriers and third-party logistics companies. Follow the Freight Expectations Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
October 2 · 2 hr 7 min
FreightWaves Today | October 2
Craig Fuller and Julie Van de Kamp sit down with Triumph Financial CEO Aaron Graft to discuss the latest Mile Marker data, the shift toward “defensible capacity,” changing broker margins and why new carrier formation remains unusually low. The episode also looks at the growing connection between ocean and domestic freight. Matt Anderson of WiseTech Global explains the company’s new Ocean Freight Risk Outlook, why reliability is becoming more important than rates on some trade lanes, and what shippers should consider heading into peak season. Plus, the show covers major freight headlines including the Savannah port expansion, CMA CGM’s acquisition of FedEx Supply Chain and a major cocaine seizure at the U.S.-Canada border. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
October 2 · 3 min
Savannah Terminal Hits 60%, $6M Cocaine Seizure, & CMA CGM Acquires FedEx Supply Chain | The Morning Minute
In this episode, we kick things off by examining a massive infrastructure milestone at the Georgia Ports Authority where the $1.6 billion redevelopment of Ocean Terminal has officially surpassed the 60% completion mark. The sprawling expansion will drastically transform Ocean Terminal's annual capacity from 200,000 twenty-foot equivalent units to a staggering 1.75 million TEUs, forming a central component of Georgia Ports' broader ten-year master plan calling for approximately $5 billion in capacity investments across the state. Meanwhile, we explore a stark reminder of why border enforcement remains critical in both directions as U.S. Customs and Border Protection officers uncovered approximately 450 pounds of cocaine hidden beneath the floor of an empty semi-trailer headed toward Canada at Lewiston Bridge in New York. The narcotics carried an estimated street value of about $6 million, and investigators ultimately uncovered 174 vacuum-sealed packages inside the modified trailer structure after a CBP canine alerted during initial inspection. Finally, we break down how France-based shipping conglomerate CMA CGM Group has officially completed its $1.4 billion acquisition of FedEx Supply Chain, the contract logistics arm of FedEx Corp. The blockbuster purchase significantly expands Ceva Logistics's contract logistics operations in North America, tripling the warehouse footprint by adding about 34 million square feet and 130 customers, while the combined business now operates approximately 150 warehouses across more than 240 North American locations. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
October 1 · 31 min
Playing defense | Freightonomics
Freight rates continue to feel pressure from fuel and capacity shortfalls while the economy continues to sustain despite ongoing inflation concerns. ⁠Follow the Freightonomics Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
October 1 · 1 hr 33 min
FreightWaves Today | October 1
FreightWaves Today kicks off the fourth quarter with a packed episode covering autonomous trucking, freight market conditions, driver appreciation and the latest issues shaping transportation. Malcolm Harris and Zach Strickland break down the morning’s biggest freight headlines, including new commercial trucking and cross-border enforcement legislation, a bizarre autonomous-trailer theft involving Plus AI, and growing challenges around cross-border freight between the U.S. and Mexico. Then, Kodiak’s Daniel Goff and PrePass CTO Chas Worcester join the show to discuss Kodiak’s partnership with IKEA as a driverless launch shipper and its work with PrePass to connect autonomous trucks with roadside inspection systems. They explain how autonomous vehicles are being tested for safety, how enhanced inspections work and what the path toward nationwide deployment could look like. Zach Strickland delivers a SONAR market update, examining tender rejection rates, truckload capacity, spot rates, early-October freight demand and the continued growth of domestic intermodal. The episode also features a conversation with Samsara’s Kelly Soderlund about the company’s first Driver Appreciation Month and its new Driver Perks program, including discounts and benefits designed for professional drivers. Later, Zach and Thomas Watson dig deeper into the fourth-quarter freight outlook, economic indicators and the impact of elevated diesel prices on carriers and transportation costs. Plus, get the latest details on the upcoming F3: Future of Freight Festival in Chattanooga, Tennessee, taking place October 27–28. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
October 1 · 54 min
TRUCKING BOUGHT THE AI, SHOW ME THE DAMN MONEY | BRAKE CHECK
Trucking bought the AI, Now SHOW ME THE DAMN MONEY! AI is recruiting drivers. Reading contracts. Building RFQs. Automating workflows. Booking freight. And every trucking-tech company suddenly has “AI” somewhere in the pitch. Cool....RIGHT? DOES ANY OF IT ACTUALLY MAKE THE CARRIER MONEY? On this episode of Brake Check, Charles skips the keynote buzzwords and puts trucking’s AI boom to the test. First, Christy Choice from Tenstreet takes us inside the recruiting machine. Where should AI replace busywork? Where should a HUMAN still pick up the phone? Is lower driver turnover actually better retention, or are drivers simply staying put because the freight market has them trapped? And what are carriers already paying for that they barely use? Then FreightWaves truck-tech analyst Thomas Wasson joins us fresh off Trimble Insight 2026 in San Diego. We’re digging into AI agents, TMS automation, recruiting technology, driver tools and what real carriers like Alvis and Spartan are actually doing with this technology after the demo ends. Forget “efficiency.” HOW MUCH MONEY DID IT SAVE? Forget “automation.” WHAT WORK DISAPPEARED? Forget “AI-powered.” PROVE IT.... Because with diesel around $6.38 a gallon and margins already getting squeezed, carriers don't need another expensive screensaver with a monthly subscription. They need technology that EARNS ITS DAMN KEEP. SOUND OFF: What's one job inside a trucking company you would happily hand to AI TOMORROW...and what's one job you would NEVER let it touch? #Trucking #AI #FreightTech #TruckDrivers #TruckingIndustry #Tenstreet #TMS #Automation #Logistics #FleetManagement #BrakeCheck ⁠Follow the Brake Check Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
October 1 · 45 min
She Left Interior Design for a Box Truck. Here's What She Learned
Every week somebody watches a YouTube video about box trucking and decides it's their way out. Non-CDL. Low barrier to entry. Amazon Relay. Home every night. Six figures. The content makes it look straightforward. And for a period of time it was, which is exactly why so many people got in, got humbled, and got out. Jessica Miller and her husband became owner-operators in 2020. She was an interior designer before that, nothing to do with trucking. They started renting trucks, bought their own, lost them to maintenance, went back to renting, and figured out through trial and error what actually makes a box truck operation work. They've cleared over a million dollars in four years running one to two trucks locally in Richmond, Virginia, almost entirely through Amazon Relay. But this episode isn't really about Amazon Relay. It's about the discipline that most carriers never develop, whether they're running a box truck or a Class A. Knowing your cost per mile. Knowing when to add a truck and when not to. Understanding that revenue is not profit. Staying in a lane that actually makes money instead of chasing a lane that looks good on camera. The box trucking boom brought a lot of people into this industry who had no business being here. Jessica has a front-row seat to what that did to Amazon's requirements, to local freight rates, and to the reputation of an entire segment of the market. That's the conversation worth having. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
October 1 · 4 min
$100K Cabotage Fines Proposed, PlusAI Thieves Get Sand, & Nearshoring Hits Border Crunch | The Morning Minute
In this episode, we kick things off in Washington, where a Texas congressman has introduced sweeping legislation aimed at overhauling trucking safety and cross-border enforcement. Named after eight-year-old Barron Ritchey, who was tragically killed when a wheel assembly struck his family's vehicle, the bill would require mandatory English-proficiency tests for all commercial drivers and impose fines of up to $100,000 per vehicle per day on foreign carriers caught illegally hauling domestic freight. The legislation also targets chameleon carriers and would establish a pilot program using GPS and geofencing technology to identify foreign-domiciled carriers suspected of cabotage violations. Next, we explore a bizarre cargo crime story out of California that took a remarkably unexpected turn. When thieves stole two PlusAI trailers bearing NVIDIA branding from the company's Fremont warehouse, they expected high-value autonomous trucking technology but instead found 40,000 pounds of sand used for simulated loads during manual testing. In a stroke of luck, both trailers were discovered just hours later outside a Newark office, abandoned with all the sand still intact after the disappointed thieves opened the back doors and found nothing worth stealing. Finally, we examine how the massive nearshoring boom is running into serious operational headwinds at the U.S.-Mexico border. Industry executives warn that a shrinking pool of cross-border drivers, tougher customs enforcement, and increasingly sophisticated cargo theft are making cross-border freight movements more difficult and expensive. Cargo theft in Mexico's key Bajío manufacturing region has surged eleven percent year-over-year, with criminal organizations now deploying GPS jammers, inside information, and violent tactics that render basic tracking systems inadequate for freight security. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
September 30 · 1 hr 5 min
FreightWaves Today | September 30
As the third quarter comes to a close, FreightWaves Today looks at the forces shaping freight heading into Q4 — from cargo theft and diesel prices to record-setting intermodal volumes and the evolution of electric trucking. The show opens with a look at a coordinated national cargo-theft enforcement operation that recovered roughly $635,000 in stolen freight, followed by an update on falling diesel prices and new cold-storage warehouse safety requirements in California. Then, Sarit Tamir, founder and CEO of a computer-vision company, explains how warehouses can use cameras they already have to identify hidden sources of lost capacity, including idle dock doors, congestion, blocked aisles and forklift bottlenecks. The episode also features a SONAR intermodal update, with domestic rail container volumes reaching a new annual high and shippers continuing to shift freight from truckload to rail in search of significant cost savings. The discussion examines whether railroads, terminals and drayage providers can keep pace as intermodal volumes continue to grow. Trains Magazine editor Bill Stephens joins the show to break down the latest rail traffic data, including growth in intermodal, chemicals and metals, while discussing drayage capacity, rail service and the bankruptcy of Brightline. Finally, FreightWaves’ Adam Wingfield shares his firsthand experience driving a loaded Tesla Semi. A longtime skeptic, Adam discusses the truck’s acceleration, regenerative braking, camera-based visibility, maintenance advantages and the remaining questions around range and long-haul applications. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
September 30 · 54 min
Why Canadian Oil Won't Save US Diesel Prices | WHAT THE TRUCK?!?
Malcolm and Mike review recent news, including a breakdown of approximately 1,850 industry layoffs across several states, notable drug and weapon seizures involving semi-trucks on I-69 in Michigan and I-40 in Arkansas, and upcoming events like the Future of Freight Festival in Chattanooga. Then they're joined by Matthew Muester, Chief Economist at Breakthrough, He talks about the volatile diesel market heading into Q4. He breaks down how geopolitical conflicts, crude oil prices (~$90/barrel), and skyrocketing refining margins ($108/barrel crack spread) have pushed total diesel costs to around $200 per barrel. He also shares insights on Canadian crude imports, the long-term outlook for the Keystone XL project, and expectations for diesel pricing into 2027. Finally they have Jefferson Barr, Chief Marketing Officer at Netstock, who discusses insights from Netstock's latest supply chain report. He explains how small-to-midsize businesses (SMBs) are navigating a complex landscape of simultaneous disruptions—such as shifting lead times, freight costs, and raw material access—and emphasizes how leveraging data analytics helps "star" performers outperform "stragglers" in inventory management. ⁠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
September 30 · 3 min
Cargo Theft Blitz Recovers $635K, California Cold-Storage Crackdown, & Diesel Prices Drop | The Morning Minute
In this episode, we kick things off by examining a landmark law enforcement operation that dealt a major blow to cargo theft networks nationwide. The ⁠coordinated National Supply Chain Blitz resulted in multiple arrests and approximately $635,000 in recovered stolen freight⁠, including thirty stolen transformers worth roughly $600,000 that were located at a Massachusetts facility using fraudulent documentation. Next, we explore how California is tightening regulatory oversight of cold-storage facilities following a devastating industrial fire. Governor Gavin Newsom ⁠signed new legislation requiring emergency financial resources and authorizing significantly higher penalties for safety violations⁠ at large cold-storage warehouses after the massive eight-day Lineage fire in Los Angeles triggered a state emergency declaration and widespread public health concerns. Finally, we cover some welcome news for truckers as ⁠retail diesel prices dropped nearly fifteen cents per gallon⁠ from their recent all-time highs. The decline ends a three-week streak of record-breaking weekly prices and is being driven by increasing crude oil flows out of the Persian Gulf approaching pre-war levels. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
September 29 · 1 hr 20 min
FreightWaves Today | September 29
FreightWaves Today looks ahead to the fourth quarter and holiday peak season with an in-depth discussion of freight market conditions, capacity, operating costs and the broader economy. Covenant Logistics Group Founder and CEO David Parker joins the show live in Chattanooga to discuss the company’s strategy of moving away from commoditized truckload freight and deeper into specialized, service-intensive operations, including poultry transportation, expedited freight and logistics supporting AI data-center construction. Parker shares his outlook for peak season, contract rates, capacity, driver pay, diesel costs and the potential impact of autonomous trucking and electric trucks. The episode also examines major industry headlines, including Daimler Truck North America’s opposition to proposed NOx noncompliance penalties, Trimble’s strategic review of its transportation and logistics business, and uncertainty surrounding U.S. port fees on China-linked and China-built vessels. The SONAR market update explores tender rejections, spot and contract rates, freight volumes and the tightening capacity environment. With tender rejections around 14%, the discussion examines why the market can remain healthy without reaching the extreme tightness seen during previous freight booms. Economist Jason Miller joins the show for a broader look at the freight economy, including diesel prices, regulatory enforcement, capacity exits, consumer spending, energy markets, interest rates, housing and the driver labor market. Miller also discusses how AI and data-center investment are supporting industrial freight while weaker consumer activity creates potential headwinds. The episode closes with a discussion of changing student-loan policies and their potential implications for consumer spending and freight, along with an update on FreightWaves Today’s new one-hour-plus format. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
September 29 · 59 min
IS TRUCKING FINALLY AT THE BOTTOM? NOT SO FAST | Brake Check
Is trucking finally at the bottom...or are we still digging? Diesel is around $6.53 a gallon. Rates remain under pressure. Capacity keeps leaving. Cash is getting tighter. And trucking has been hearing the same promise for what feels like forever: “THE RECOVERY IS COMING.” Cool....WHEN? On this episode of Brake Check, Charles follows the money with two guests looking at the trucking market from completely different angles.First, John Larkin, Senior Investment Partner at Venture 53, brings decades of transportation and Wall Street experience to the questions every carrier wants answered: Are we finally at the bottom? How many more trucks have to disappear before rates move? Is freight volume or excess capacity the bigger problem? Who breaks first at $6.53 diesel? And when does buying another truck become an investment instead of a really expensive gamble? Then we put $1 MILLION on the table. Trucking capacity, Freight technology, Brokerage, Warehousing, or cash. Where would John Larkin put HIS money today? Then Jacob Thomas from AtoB joins us to attack the problem from the cab instead of Wall Street. At $6.53 diesel, fuel discounts aren't pocket change anymore. We're breaking down fuel-card savings, where discounts actually come from, hidden costs, fuel fraud, cash flow, working capital and the mistakes that make expensive diesel even MORE expensive. Because surviving this freight market isn't just about waiting for rates to recover. It's about having enough damn money left WHEN THEY DO. SOUND OFF IN THE COMMENTS: If you had $250,000 in cash TODAY, what are you doing? BUY A TRUCK? PAY DOWN DEBT? INVEST IN TECHNOLOGY? OR SIT ON THE CASH? And the bigger question: IS TRUCKING FINALLY AT THE BOTTOM? #Trucking #Freight #Diesel #OwnerOperator #TruckDrivers #FreightMarket #TruckingIndustry #FreightTech #DieselPrices #BrakeCheck ⁠Follow the Brake Check Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
September 29 · 4 min
Daimler Fights NoX Penalty Loophole, Trimble Sale Still on Table, & China Ship Tax Gap | The Morning Minute
In this episode, we kick things off by examining a fierce regulatory battle over proposed non-compliance penalties that could allow engine makers to simply pay fines rather than meet the drastically tighter nitrogen oxide standard taking effect in 2027. Daimler Truck North America is publicly resisting this controversial loophole, warning that PACCAR's suggestion of treating 6,000–7,000 per-engine penalties as an acceptable business strategy undermines Congressional intent and threatens the investments made by companies that developed compliant technology over the past decade. Next, we explore the freight technology sector where a potential blockbuster divestiture remains in limbo as Trimble keeps multiple interested parties on the hook for its transportation and logistics business. Speaking at the company's Insight 2026 conference, CEO Rob Painter offered no timetable or clarity on whether the strategic review with Goldman Sachs will result in a sale, spinoff, or no transaction at all, even as Trimble continues investing aggressively in new AI-powered tools like Arc Agent. Finally, we discuss a critical regulatory gap that has U.S. port-entry fees targeting China-linked vessels scheduled to resume in November despite last week's broader trade truce extension through January 2027. The discrepancy leaves liner operators and cargo interests in limbo, awaiting formal USTR action to align the maritime-fee suspension with the newly extended diplomatic accord, as no such notice had been issued as of September 28. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
September 28 · 1 hr 2 min
FreightWaves Today | September 28
On this episode of FreightWaves Today, Julie Van de Kamp and Malcolm Harris break down the biggest stories shaping freight and logistics, from autonomous trucking and artificial intelligence to fraud, cargo theft and the evolving freight market. The show leads with Aurora Innovation’s plan to scale to more than 30,000 driverless trucks by 2030, prompting a discussion about truck utilization, the future ownership of autonomous assets and how widespread autonomy could reshape freight brokerage. The hosts also examine a $105 million alleged trucking investment fraud scheme and proposed changes to Mexico’s customs law that could affect cross-border freight through increased inspections and potential cargo seizures. In the featured interview, Gabriel Ribeiro of Hey Bubba AI discusses how carriers are actually adopting AI, where smaller fleets can begin, and why data security and human oversight remain critical. Ribeiro explains how AI can automate load discovery and negotiation, connect with TMS, telematics, email and phone systems, flag discrepancies in freight documents, provide driver support and create hands-free workflows designed to reduce distraction. The episode also features a SONAR market deep dive, examining rising diesel prices, elevated but relatively stable spot rates, tight capacity, tender rejections and the potential impact of automotive and housing demand heading into peak season. The hosts revisit freight fraud and cargo theft, discuss emerging last-mile delivery technology including drone delivery, and preview the upcoming F3: Future of Freight Festival in Chattanooga. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

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