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FreightCasts

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!

140 episodes
Avg 52 min
English

Episodes 140

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September 21 · 2 hr
FreightWaves Today | September 21
The freight market is shifting, cargo theft is getting more sophisticated, diesel prices are under pressure, and artificial intelligence is raising new questions for freight brokers and carriers. On this episode of FreightWaves Today, we break down the biggest stories shaping trucking, logistics, supply chains and transportation. We’re also heading to Green Bay this week, and Ben Schill, Chief Corporate Development Officer at Paper Transport, joins the show to discuss the company’s long-running logistics partnership with the Green Bay Packers, including how Paper Transport moves the team’s equipment for away games. He also discusses trucking market conditions, dedicated freight, acquisitions, fleet growth and the company’s strategy for building density in Wisconsin. In this episode: • Cargo theft and freight fraud: Two men allegedly posed as FedEx drivers to steal more than $680,000 in electronics from a Delaware warehouse. We also discuss an unusual Memphis case involving a $110,000 chicken shipment allegedly being used to settle a drug debt. • AI and freight brokerage liability: What does the future of AI-driven carrier selection look like following the Supreme Court’s decision involving broker liability? We examine whether human brokers could become more important as artificial intelligence takes on more decision-making. • Paper Transport & Green Bay Packers logistics: Ben Schill explains how Paper Transport handles the Packers’ equipment, including game-day gear, backup equipment and logistics surrounding away games. • Trucking market conditions: Paper Transport discusses the current dedicated freight environment, inflation, rates, fuel costs and why the trucking market feels more stable than it did previously. • Site selection and supply chain investment: Companies are reconsidering where to build factories, distribution centers and data centers as they navigate energy availability, labor constraints, infrastructure, tariffs and geopolitical risk. • Autonomous yard trucks: We explore the growing adoption of autonomous yard automation, including autonomous yard trucks, remote supervision, yard-management technology and what it could mean for trucking operations.• Truckload market & tender rejections: The FreightWaves SONAR update examines truckload rejection rates, freight volumes, capacity and the potential impact of peak season on trucking rates. • Diesel prices and the global energy crisis: We examine how disruptions in Russia and the Middle East are affecting crude oil, refining capacity, diesel fuel and transportation costs — and what higher energy prices could mean for trucking and supply chains. Whether you’re a truck driver, owner-operator, carrier, freight broker, shipper, logistics professional, investor or supply chain executive, FreightWaves Today delivers the news, data and analysis you need to understand the freight market. Subscribe to FreightWaves for daily coverage of trucking, freight, logistics, supply chains, transportation technology and the global economy. #FreightWaves #FreightWavesToday #Trucking #Freight #Logistics #SupplyChain #Transportation #Truckload #CargoTheft #FreightFraud #ArtificialIntelligence #AutonomousTrucks #Diesel #TruckingNews #FreightMarket ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
September 21 · 3 min
Fake FedEx Theft, Montgomery Ruling Boosts Human Brokers, & Tesla's Texas Distribution Hub | The Morning Minute
In this episode, we kick things off by examining the latest developments in broker liability law and how they're unexpectedly reshaping the role of technology in freight brokerage. Industry experts now argue that ⁠the Supreme Court's Montgomery decision will actually make human brokers more valuable⁠ rather than less, as firms face tough questions about whether AI-driven carrier selection will hold up under courtroom scrutiny following fatal crashes. This shift could force brokerages to invest heavily in human oversight and robust compliance systems instead of relying purely on automated platforms. Next, we explore a brazen cargo security breach that highlights the vulnerability of standard warehouse pickup procedures. Delaware State Police arrested a California man after ⁠two suspects posing as FedEx drivers stole a $680,000 electronics load⁠ from a New Castle, Delaware, facility using fake driver's licenses and forged shipping documents. Troopers recovered the entire shipment intact at a nearby parking area, underscoring how fraudsters can exploit routine documentation checks to make off with high-value freight. Finally, we head south to Central Texas, where ⁠Tesla is planning a massive 538,000-square-foot distribution center⁠ in Mustang Ridge with an estimated construction cost of $1.44 million. The sprawling facility will add critical distribution capacity near Tesla's Gigafactory Texas manufacturing complex and the extensive cross-border supplier network in Mexico, supporting the automaker's rapidly expanding production operations. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
September 18 · 50 min
Transcontinental Rail Merger: UP-Norfolk Southern Controversy | Freight Expectations
The transcontinental mega-railroad debate takes center stage as Union Pacific and Norfolk Southern push for a historic merger. In this episode of Freight Expectations, hosts Matt Leffler and Craig Fuller break down the major regulatory, economic, and legal shifts rocking the freight industry. They dive into the heated opposition from BNSF, the resurfacing fight over 371.3 broker transparency in federal courts, rising diesel prices, and how upcoming midterms could impact critical freight legislation like the CORCA Act and Delilah's Law. ⁠Follow the Freight Expectations Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
September 18 · 2 hr
FreightWaves Today | September 18
In this episode, Craig Fuller and Julie discuss how GLP-1 weight-loss drugs are changing consumer behavior — and why those changes could have a measurable impact on freight volumes. The conversation explores declining food and beverage consumption, shifting demand for snacks, soda, alcohol and restaurant meals, and what those trends could mean for trucking and the broader freight economy. The show also covers the latest FreightTech 100, FreightWaves’ annual list recognizing innovative companies across freight and supply chain technology. This year’s list reflects the growing influence of artificial intelligence, automation and autonomous trucking. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
September 18 · 55 min
The Near-Miss Data Hack Slashing Fleet Collisions by 67% | WHAT THE TRUCK?!?
What happens when predictive AI, cross-border trucking disruptions, cargo theft and hidden supply-chain taxes collide? We’re breaking it all down on this Friday edition of WHAT THE TRUCK?!? Malcolm Harris and Michael Vincent cover the biggest stories impacting trucking, freight and logistics, including a sudden disruption at the U.S.-Mexico border, a bizarre cargo theft case in Nebraska, and the technology changing fleet safety. On this episode: Empiric Earth brings Nexar and Netradyne technology togetherZach Greenberger and Dr. Stefan Heck join the show to discuss the new company and how massive amounts of real-world driving data can help fleets measure, predict and prevent collisions. The conversation explores predictive safety, near-miss data, driver behavior, AI models, road hazards and how fleet managers can identify dangerous routes and driving patterns. Mexico lifts empty-truck restriction at Eagle PassA five-day disruption at the U.S.-Mexico border reportedly stranded hundreds of tractors after Mexican customs authorities restricted empty commercial trucks from crossing southbound at Eagle Pass. Malcolm and Mike examine what the disruption meant for cross-border trucking, capacity and freight flows. $250,000 in stolen speakers found inside a semiNebraska troopers discovered high-end commercial speakers and other merchandise inside a truck allegedly moving with fraudulent paperwork. The case raises plenty of questions about cargo theft, freight fraud and stolen loads. What is a “tax pyramid”?Gregg Berry of Numeral explains the lesser-known sales and use tax exposure that can accumulate at different stages of the supply chain. We break down how taxes can become embedded in the price of goods, why exemptions matter and how technology and AI can help companies identify potential tax liabilities. Plus: trucking banter, freight tech, supply chain insights, a look ahead to FreightTech 100, and plenty of the usual WHAT THE TRUCK?!? chaos. Subscribe to WHAT THE TRUCK?!? for daily trucking, freight, logistics, supply chain and transportation news. #WhatTheTruck #Trucking #Freight #Logistics #SupplyChain #Truckers #FreightTech #CargoTheft #FleetSafety #ArtificialIntelligence #AI #AutonomousDriving #CrossBorderTrucking #Mexico #EaglePass #Transportation #TruckDriver #FreightWaves ⁠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 18 · 47 min
Exposing the "Chameleon Carrier" Loophole in Trucking | Brake Check
In this episode of Brake Check on FreightWaves TV, host Charles Gracey is joined by Lewie Pugh (Executive Vice President of OOIDA) & Dan Lindsey of the Broker Carrier Summit, to tackle the growing issue of "Chameleon Carriers" in the trucking industry. They dive deep into how bad actors exploit systemic loopholes—changing DOT numbers and carrier identities for a nominal fee to dodge regulatory oversight, enforcement, and safety accountability—and what this means for highway safety, honest truck drivers, and industry standards. Key topics discussed include: The anatomy of a Chameleon Carrier empire and how easy it is to exploit current regulations. The critical need for stricter carrier accountability, real training standards, and audited CDL schools. Legislative efforts, including the SAFE Act and new FMCSA registration updates. Why drivers often end up taking the fall for predatory carrier practices and poor oversight. ⁠Follow the Brake Check Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
September 18 · 3 min
Tesla Semi Europe Timeline, NS-UP Merger Removes Rail Friction, & CMT Broker Safety Platform | The Morning Minute
In this episode, we kick things off by examining Tesla's ambitious push into the European freight market as the electric vehicle giant ⁠targets late-2027 customer deliveries for the Semi⁠ after demonstrations begin in the first half of that year. The first European trucks will roll off the Reno, Nevada production line, which is designed for fifty thousand units annually, and will feature a 342-mile usable range with the ability to recover more than sixty percent of range in just thirty minutes using Tesla's new Megacharger network of over one hundred stalls across Europe. Shifting gears to the rails, we examine how Norfolk Southern is positioning its proposed combination with Union Pacific as a transformative step for intermodal freight. According to the railroad's leadership, ⁠the proposed mega-merger is central to removing structural friction from the freight network⁠ by creating single-line service for roughly ten thousand existing lanes and eliminating approximately 2,400 railcar handlings and 60,000 car-miles per day. With Norfolk Southern's intermodal volume already up nearly fourteen percent year-over-year, the railroad argues that removing friction rather than simply undercutting truck prices is the key to capturing highway freight. Finally, we cover a critical new resource for freight brokers navigating heightened liability in the wake of a recent Supreme Court ruling. Cambridge Mobile Telematics has ⁠officially launched Freight Safety Intelligence, a platform that analyzes carrier driving behavior⁠ from the previous ninety days and generates real-time carrier-level safety scores. The platform leverages data from carriers' existing telematics systems without requiring new hardware, and it arrives at a crucial moment as brokers face increased exposure to negligent-selection claims following the Supreme Court's ruling in Montgomery v. Caribe Transport II. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
September 17 · 49 min
Rate hikes and import records | Freightonomics
Discussion on what the Fed hike means economically and to freight and also what to make of the still hot import market. ⁠Follow the Freightonomics Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
September 17 · 2 hr
FreightWaves Today | September 17
FreightWaves Today dives into the latest forces reshaping freight markets, from rising carrier costs and cross-border trade tensions to stronger-than-expected import volumes and signs of tightening truckload capacity. Hosts Julie Van de Kamp and Zach Strickland break down J.B. Hunt’s warning that higher diesel and driver costs are outpacing pricing gains, as well as the growing challenges around recruiting, retaining and developing qualified drivers. They also examine rising rail dwell at the Los Angeles–Long Beach port complex and what the divergence between rail and truck dwell times means for intermodal reliability. Peacock Tariff Consulting principal Kyle Peacock joins the show to discuss the breakdown in U.S.-Canada trade negotiations, new Canadian tariffs and product bans, and the ongoing U.S.-Mexico talks over USMCA and automotive content requirements. The conversation explores how tariff uncertainty is reshaping freight lanes, supply chains and long-term planning for shippers and carriers. In the SONAR market update, Zach looks at rising tender rejection rates following Labor Day and a sharp post-holiday surge in truckload volumes. The data points to broad-based increases in rejection rates across major freight markets, while refrigerated freight continues its seasonal influence on the national market. The show also features Mark McEntire, the new CEO of Emerge, who discusses his shipper-focused vision for the company, the shift from episodic to continuous procurement, the growing role of AI and data in freight procurement, and Emerge’s efforts to bring truckload, LTL, intermodal and other modes together on a single platform. Finally, FreightWaves writer Stuart Chirls joins the program to examine elevated U.S. container imports, including August’s exceptionally strong volumes at major ports such as Long Beach and Charleston. The discussion looks at the forces driving import demand—from consumer goods to data-center construction—and whether elevated volumes will persist into the fall. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
September 17 · 41 min
The Hidden Lane — What Most Truckers Don't Know About Drayage | The Long Haul
Every load you've ever picked up from a warehouse got there somehow. Somebody moved it from a ship. Or from a rail yard. Or from a port depot. On a chassis. In a container. In a city like Chicago where the rail network is one of the most complex in the country and the congestion, the chassis shortages, and the steamship line politics can turn a straightforward pickup into an all-day event. That's drayage. And most truckers have never thought about it once. Sergio Manzo has been in it his entire career. Eight years as a driver moving containers through Chicago's rail yards. Now COO of Severo Trucking — the family business his family has been running for over three decades in one of the most demanding intermodal markets in the country. Today we're getting into a part of this industry that the load board crowd has never seen. And I think when you hear what drayage actually involves — the complexity, the discipline, the relationships you have to build — you're going to understand why the carriers who do it well are some of the most insulated operators in the business. Let's get into it. ⁠Follow The Long Haul Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
September 17 · 37 min
100% OWNER-OPERATORS. 30% TURNOVER. HOW? | Brake Check
100% owner-operators. Turnover around 30%. In an industry where some fleets live with turnover north of 90%…HOW? That’s what we came to Mercer Transportation in Louisville, Kentucky to find out. For Day 1 of Truck Driver Appreciation Week, Brake Check is LIVE from Mercer Town ... but we’re not here for another corporate speech about how much drivers are “appreciated.” We want to know what appreciation looks like when it actually shows up in the numbers. Charles sits down with Chasity Hebner, Director of Recruiting, to talk recruiting, retention, why Mercer continues pushing to improve even with turnover around the 30% range, and what drivers actually need from the companies asking for their loyalty. Then Andrew “Dragon” Pendragon and Valerie Simms, Launch Success Managers at Mercer, take us behind the scenes of what happens AFTER recruiting makes the promise. Because signing an owner-operator is one thing. SETTING THEM UP TO ACTUALLY SUCCEED IS ANOTHER. What happens during those critical first days? Why does support matter? What does Mercer do differently? And can you really connect driver appreciation to retention? Forget the pizza. Forget the T-shirt. Forget the annual “thank you drivers” email. Maybe the best way to appreciate a trucker is to build an operation they actually WANT TO STAY WITH. Sponsored by Apex Capital, OOIDA and Hey Bubba. SOUND OFF IN THE COMMENTS: What is the ONE thing a carrier could do that would make YOU feel genuinely appreciated? And if you’re an owner-operator.... what makes you stay, and what makes you walk? #BrakeCheck #Trucking #OwnerOperator #TruckDriverAppreciationWeek #TruckDrivers #DriverRetention #MercerTransportation #TruckingIndustry #FreightWaves #TDAW2026 ⁠Follow the Brake Check Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
September 16 · 2 hr 8 min
FreightWaves Today | September 16
FreightWaves Today digs into the latest signals from across the freight and transportation markets — from weakening freight demand and rail volumes to record diesel prices, supply chain disruptions and the evolving role of technology in trucking and procurement. The team breaks down J.B. Hunt’s latest commentary, softer consumer demand, tight capacity and what current tender rejection and truckload volume data are saying about the fall freight market. Energy advisor Tom Kloza examines the forces driving diesel and crude markets, the impact of disruptions in the Middle East and Russia, refining capacity, renewable diesel and what the next several months could mean for transportation costs. Daniel Silverfield, Head of Value and Selection for Amazon Business, explains how the B2B operation serves millions of business customers, simplifies procurement and uses AI and data to help companies consolidate purchases and find savings. Bill Stephens, Editor of Trains Magazine, joins the show to discuss the latest railroad data. North American rail traffic declined year over year, with weakness across several economically sensitive commodities, including chemicals, petroleum and autos. Michael Cainey from Highway joins the conversation on the challenges facing the brokerage and trucking markets, including fraud, carrier verification, tracking technology and how legitimate carriers can stand out in an increasingly complex freight environment. Plus, the latest SONAR data on diesel, spot rates, shipment volumes and tender rejections — and a look at what those numbers could mean as the freight market heads into peak season. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
September 16 · 55 min
Nebraska Cops Bust Semi Carrying $50M in Legal Colorado Pot
Malcolm and The Dude kick off another packed Wednesday show! From crazy cargo thefts to major supply chain insights, they dive into the biggest stories hitting the freight and logistics industry. Episode Breakdown: $500k+ Copper Theft: A look at a fictitious pickup in Illinois where thieves impersonated Schneider to steal half a million dollars worth of copper—and how GPS tracking helped crack the case. $1.5M Philadelphia Cargo Theft Ring: The hosts discuss a wild cargo theft ring involving stolen crab legs, TVs, and over $230,000 in brand-new dimes. $50M Drug Seizure in Nebraska: A routine commercial vehicle inspection along I-80 turns up nearly 20,000 pounds of marijuana and THC products hidden inside a semi-trailer. FMCSA Shuts Down 110+ CDL Schools: Breaking down the nationwide crackdown on fraudulent entry-level driver training providers across 20 states and online operations. Guest Feature — Special guest Alexander Style joins the show to discuss how unifying supply chain data creates a single source of truth, how tariffs and nearshoring affect cross-border freight, and how tech is solving information latency across global logistics networks. 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 15 · 2 hr 11 min
FreightWaves Today | September 15
FreightWaves Today takes a deep look at where the freight market is headed, from tightening capacity and rising rates to regulation, industrial demand, global trade and the forces reshaping supply chains. Tom Albrecht of Reliance Partners joins the show to discuss the current freight cycle, drawing on decades of experience covering both trucking and rail. The conversation examines improving industrial demand, strong rail volumes, capacity constraints and the regulatory changes that could determine how long the current freight recovery lasts. Jason Miller weighs in on the demand side of the market, including the massive buildout of AI data centers and the possibility that traditional freight metrics are underestimating the amount of freight moving through the industrial economy. The discussion also looks at truck capacity, driver availability, equipment orders and the potential impact of interest rates on the freight cycle. Rush from Tabi breaks down how freight brokers are adapting to a more data-driven market. Tabi’s Pricing Pressure Index, which measures the balance of pricing power between shippers and brokers, is showing a market that remains favorable to brokers but is beginning to normalize. The conversation explores spot pricing, margins, shipper behavior and why disciplined, data-driven brokers are outperforming those still chasing volume. Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, brings a macroeconomic perspective, warning that global and U.S. industrial growth may be approaching a turning point. He explains how leading indicators are signaling slower growth ahead and discusses the risk of sticky costs, higher interest rates and a potential period of stagflation. The episode closes with a wide-ranging conversation about North American trade and supply chains, including the future of USMCA, sourcing strategies, U.S.-Canada-Mexico trade relationships, reindustrialization and national security. The discussion highlights how decades of integrated North American supply chains could be affected by changing trade policies and tariffs. Also featured: a look at the role of AI data centers, energy infrastructure and the challenge of balancing technological investment with regulatory and community concerns. Watch FreightWaves Today for the latest analysis on freight markets, trucking, logistics, rail, supply chains and the economy. #FreightWaves #FreightWavesToday #Trucking #Logistics #Freight #SupplyChain #Truckload #Rail #FreightMarket Learn more about your ad choices. Visit megaphone.fm/adchoices
September 14 · 1 hr 50 min
FreightWaves Today | September 14
Autonomous trucking is moving from the drawing board to real-world operations — and the implications for the freight industry could be enormous. In this special edition of FreightWaves Today, we take an in-depth look at the future of automation with leaders across autonomous trucking, freight marketplaces, artificial intelligence and autonomous delivery. The episode explores how purpose-built autonomous vehicles could reshape the way freight moves, including the potential decline of traditional drop-trailer models and the rise of on-demand, dock-to-dock transportation. Industry leaders also discuss whether autonomous trucking will accelerate consolidation among carriers and brokers, and which companies could be best positioned for the transition. We also examine the business of autonomous transportation with Einride CEO Roozbeh Charafeddine, including the company's growth, its work with major customers such as Amazon, its 500-truck Tesla Semi commitment and its strategy for gradually introducing autonomous and electric vehicles into freight networks. Charafeddine also discusses Einride's defense business and how autonomous technology can remove people from dangerous transportation environments. uShip CEO Shawn Wu talks about the role of marketplaces in a changing freight environment, including the challenges of moving non-standardized and oversized freight, marketplace trust and safety, cargo security, household moves and the current market for large and bulky shipments. The conversation then expands beyond trucking to autonomous delivery. AV Ride discusses its autonomous passenger vehicles and delivery robots, the role of platforms such as Uber and Grubhub, and the challenges of bringing autonomous delivery from dense urban areas and college campuses into suburban markets. We also examine how artificial intelligence could transform global trade, with a focus on the data and operational knowledge needed to make AI agents useful in real-world supply chain operations. From autonomous trucks and electric fleets to AI, delivery robots and the potential consolidation of the freight industry, this special edition looks at the technologies and business models that could define the next decade of transportation. Subscribe to FreightWaves for more coverage of the people, companies and technologies shaping the future of freight. Learn more about your ad choices. Visit megaphone.fm/adchoices
September 11 · 2 hr 6 min
FreightWaves Today | September 11
Join Julie Van de Kamp and Malcolm Harris on FreightWaves Today as they break down major freight news, market trends, and industry insights. In this episode, industry leaders discuss small carrier financial discipline, fleet repair innovations, and regional market volatility. In our Morning Minute: Teamsters President Sean O’Brien warns UPS of potential 2028 strike risks, Delaware breaks ground on a $669M container terminal project, and a cargo ship fire in China leaves 25 dead. Then, Dave Gilbert, Founder and CEO of National Funding, discusses why a full order book doesn’t always signal expansion readiness, navigating high repair costs, and how small carriers can avoid cash flow traps. Julie has a breakdown of national tender rejections, spot rates, and headhaul vs. backhaul trends across key markets including Cincinnati, Detroit, Joliet, Miami, and Houston. And to wrap up the first hour, Andy Klobnock, COO of ServiceUp, breaks down their new partnership with Stellantis Pro One, detailing how centralized billing and AI agents are untangling fleet repair headaches. Then in our 2nd hour, Zach Strickland and economist D.J. Donahue break down the latest economic data and what it means for transportation, consumers and the broader freight economy. Zach is also joined by Thomas Wasson who helps Zach to explore the changing North American freight landscape. They discuss Mexican cross-border trucking, cabotage enforcement, falling Laredo freight volumes, shifting Mexico trade flows and the growing influence of data-center construction on freight demand. Data-center investment is generating demand for electronics, steel, concrete and open-deck capacity even as traditional consumer demand remains relatively muted. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
September 11 · 55 min
$1 Million Meth Cabbages and Cartel Trucking Brokerages | WHAT THE TRUCK?!?
This Friday edition of WHAT THE TRUCK?!? Malclolm and Michael Vincent kick off the show with some banter before diving into major freight industry headlines and expert interviews. Key Industry Headlines Colorado Federal Court Ruling: U-Haul was dismissed as a defendant in a Colorado federal court trial following a fatal June 2024 accident where steel beams fell off a truck. The judge cited lack of clarity regarding whether the driver was hauling for U-Haul or Monique Trucking. Massive Drug Ring Busted: Roberto Lopez was sentenced to nearly 19 years in prison for his role in a trucking-based drug ring that moved cocaine and millions in cash across the southeast using stashes and falsified logistics. Fatal Chinese Shipyard Fire: A fire aboard the Liberia-flagged dry bulk carrier Ocean Melody at the Qingdao Beihai Shipyard resulted in 25 confirmed deaths. Border Produce Drug Seizure: DEA and CBP agents in South Texas uncovered 2,000 pounds of methamphetamine concealed inside a shipment of cabbage. Featured Guests Johannes Ariens (CEO, Range Zero Emissions): Breaks down the strategic consolidation of West Coast zero-emission commercial vehicle operations, including partnerships with Ziegler Truck Group and Hyundai Translead. He discusses scaling medium- and heavy-duty battery electric and hydrogen fuel cell fleets, navigating incentive structures, and redesigning dealership models to account for 40% to 60% less vehicle maintenance. Diane Hutson (Executive Director, Saint Christopher Truckers Relief Fund): Highlights the non-profit's milestone of delivering over $5.5 million in financial assistance to ill and injured drivers. She details their free preventative health initiatives—including cancer screenings, smoking cessation programs, and vaccines—and calls on industry leaders to help connect drivers directly to these critical resources. ⁠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 11 · 3 min
Teamsters Warn UPS of 2028 Strike, Delaware's $669M Terminal, & Deadly Shipyard Fire | The Morning Minute
In this episode, we kick things off with a stark warning from the Teamsters union as ⁠President Sean O'Brien puts UPS on notice for a potential strike in 2028⁠, two full years before contract negotiations typically turn contentious. Among the key demands are protections against benefit rollbacks, restrictions on autonomous trucks, and a highly unusual provision allowing regional unions to strike mid-contract over unresolved grievances. Next, we explore major maritime infrastructure developments as ⁠construction officially begins on Delaware's massive $669 million container terminal along the Delaware River⁠. The Delaware Container Terminal will feature a 45-foot berth depth capable of handling post-Panamax vessels up to 16,000 TEUs and is projected to create nearly 6,000 new jobs once fully operational by late 2028. Finally, we cover a devastating incident in China where ⁠a deadly fire aboard a cargo ship at a Qingdao shipyard claimed 25 lives⁠ during repair operations. The blaze erupted Thursday morning aboard the Liberia-flagged dry bulk carrier Ocean Melody, with authorities launching an investigation into the cause of the tragedy that left 42 people aboard at the time of the incident. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
September 10 · 57 min
Freight Costs Are Surging — Here’s What’s Really Happening to Trucking Capacity | Freightonomics
What’s driving freight costs higher — fuel, tight capacity, inflation, or all of the above? On this episode of Freightonomics, Zach Strickland and economist D.J. Donahue break down the latest economic data and what it means for transportation, consumers and the broader freight economy. Producer prices are rising, with energy playing a major role. Diesel prices have surged, putting additional pressure on trucking and transportation costs, while elevated tender rejection rates point to a freight market that remains tight. The show also examines consumer credit, historically high credit card rates and what slowing credit growth could signal for consumer health and future freight demand. The conversation then turns to trade policy and the latest tensions with Canada. Zach and D.J. examine proposed restrictions on Canadian imports, the potential economic impact and why some of the targeted trade flows may have a much smaller effect on overall freight volumes than the headlines suggest. In the second half, Thomas Wasson joins Zach to explore the changing North American freight landscape. They discuss Mexican cross-border trucking, cabotage enforcement, falling Laredo freight volumes, shifting Mexico trade flows and the growing influence of data-center construction on freight demand. Data-center investment is generating demand for electronics, steel, concrete and open-deck capacity even as traditional consumer demand remains relatively muted. The episode also dives into ocean freight rates, fuel costs, congestion and the impact of weather on trans-Pacific shipping. Finally, Zach and Thomas examine changing FMCSA data and what it really tells us about trucking capacity. The bottom line? Capacity is not meaningfully growing yet, and the industry may be moving toward a smaller, more closely vetted and safer carrier base — but at a higher price. ⁠Follow the Freightonomics Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
September 10 · 2 hr
FreightWaves Today | September 10
The freight market is heading into peak season with plenty of uncertainty. On this episode of FreightWaves Today, Malcolm Harris and Zach Strickland break down the latest data shaping trucking, logistics and the broader economy. First, Eric Lemus of The Fulfillment Lab joins the show to discuss new Commerce Signal data showing operator margin cushions nearly disappearing as shipping costs rise faster than revenue. With parcel costs up sharply and peak-season surcharges approaching, retailers and 3PLs face growing pressure to control transportation spend while managing lean inventories. Lemus also explains why diversifying carrier strategies could deliver significant savings. Then, Zach dives into the latest SONAR data, including tender rejection rates, tender volumes, spot rates, diesel prices, imports and the potential for tighter capacity as retailers replenish inventory heading into Q4. Weather is also taking center stage. Ben Hershey of DTN explains how AI-powered weather intelligence and crash-risk forecasting can help fleets anticipate dangerous conditions, improve routing decisions and keep drivers moving safely. The discussion also examines what the developing El Niño pattern could mean for winter weather, freight corridors and mountain passes across the country. In the second hour, Zach is joined by FreightWaves economist D.J. Donahue to unpack the latest economic releases, consumer credit, transportation inflation, tariffs and the growing influence of AI and data-center construction on the economy and freight demand. Finally, Thomas Wasson returns to discuss major transportation and international trade issues, including U.S.-Mexico cross-border freight, cabotage enforcement, changing freight flows, maritime rates and the latest FMCSA carrier data. The conversation takes a close look at whether trucking capacity is actually growing — and what recent regulatory changes could mean for the carrier base. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

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