Skip to content

Artwork for FreightWaves Today

NewsBusiness News

FreightWaves Today

FreightWaves

FreightWaves NOW is your daily source for the most impactful news in logistics. We break down the complex world of freight—covering trucking, rail, air, and ocean markets—to bring you actionable insights. Whether you are a carrier, shipper, or broker, we provide the data-driven context you need to navigate a volatile market.

86 episodes
Avg 1 hr 8 min
English

Episodes 86

Newest Oldest Longest

All20 Unplayed20 In progress0 Played0

Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.

Friday · 2 hr 7 min
FreightWaves Today | September 25
Join host Malcolm Harris and Zach Strickland for today's episode of FreightWaves Today as they dive into the current freight market dynamics, artificial intelligence, and crucial risk management strategies. In Block A, Malcolm sits down with Will Bewley, Co-Founder & CEO of WoFlow, to cut through the noise and negative press surrounding artificial intelligence. Will breaks down how WoFlow approaches AI transformation in practical terms, how businesses can leverage AI to navigate today’s constrained capacity environment without just adding another tool, and the critical importance of data quality. He also addresses common fears about AI replacing logistics jobs and shares where he sees the technology heading next. In Block C, Andy Kuchar, President of Centerline Insurance Company and Chief Risk Officer for Watkins Associated Industries, returns to the show to discuss trailer insurance gaps. Andy highlights three key warning signs that a company might have an uninsured exposure, unpacks common misconceptions surrounding trailer coverage, and explains why brokers, agents, and leasing companies need to pay close attention. Drawing on over 25 years of risk management experience, Andy also touches on nuclear verdicts, rising litigation costs, and offers actionable advice for transportation companies reviewing their overall insurance programs. Plus, stay tuned for the latest market intelligence during our SONAR Update, along with key industry developments in the Morning Minute. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Friday · 4 min
Mexican Drivers' Forced-Labor Suit, Amazon Safety Tech & Pay Bump, & Copeland Cold Chain Deal | The Morning Minute
In this episode, we dive into a deeply troubling federal lawsuit filed by dozens of Mexican truck drivers who allege they were recruited with false promises and subjected to coercive labor practices. Twenty-nine plaintiffs are now suing California-based Omega Compliance Solutions and several U.S. carriers, claiming they were lured across the border with fraudulent visa promises and trapped through forced-labor tactics including passport confiscation, unlawful deductions, and deportation threats when they tried to leave. Next, we explore how the logistics giant is setting new benchmarks in last-mile delivery with a massive technology and compensation rollout. Amazon is installing 360-degree Netradyne cameras on half its Rivian electric vans and injecting $1.9 billion to boost driver pay by an average of 16 percent nationwide, forcing competitors across the parcel sector to keep pace with both its advanced AI-backed safety systems and rising wage floor. Finally, we cover a strategic acquisition expanding cold chain visibility for some of the most temperature-sensitive freight in healthcare and life sciences. Temperature-control systems provider Copeland has acquired Dickson to integrate cloud-based monitoring technology that alerts pharmaceutical and food shippers of potential losses before they occur, combining Dickson's compliance platform with Copeland's 200 million HVAC and refrigeration installations across 40 countries. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Thursday · 2 hr 2 min
FreightWaves Today | September 24
FreightWaves Today goes live from Green Bay, Wisconsin, as hosts Craig Fuller and Julie Van de Kamp sit down with some of the biggest names in transportation and technology to discuss the state of freight, innovation and automation. Jim Filter, President and CEO of Schneider, breaks down today’s freight market, including tightening capacity, driver recruiting, intermodal opportunities, cargo theft and the changing liability landscape. He also discusses the potential impact of the proposed Union Pacific and Norfolk Southern combination and makes the case for Green Bay as one of America’s premier freight cities. Craig Dickman, Managing Partner at TitletownTech, explores Green Bay’s freight and startup ecosystem, how transportation develops strong problem solvers and where AI, optimization and emerging technologies could take supply chains next. Brian Figueroa, Managing Director, Transportation at KBX, joins the conversation to discuss the state of freight and Green Bay’s deep connection to transportation and logistics. Finally, Kendra Phillips, VP of Global Transportation Management at Ryder System, Inc., discusses how AI and automation are transforming transportation management and helping companies identify inefficiencies, improve decision making and build smarter freight networks. What does the freight market look like from inside one of America’s biggest transportation hubs, and where is the industry headed next? Watch the full episode for insights from the leaders moving freight, investing in its future and building the technology that will shape what comes next. #FreightWaves #FreightWavesToday #Trucking #Logistics #SupplyChain #GreenBay #FreightTech Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Thursday · 4 min
Einride-Nvidia Autonomous Partnership, UP-NS Merger Criticized, & Samsara's $2B Fuel Play | The Morning Minute
In this episode, we kick things off by examining a major technology partnership pushing heavy-duty autonomous trucking toward highway operations. Swedish company Einride announced it will build its next-generation autonomous driving system on Nvidia's Hyperion platform, a compute and sensor architecture designed for Level 4 autonomy. The two companies will collaborate to extend Hyperion's compute, sensor, and safety architecture to the demands of heavy-duty freight, with Einride expecting its fleet footprint to reach 1,500 to 2,000 vehicles by 2028. Shifting gears to the rails, we examine a major merger review that hit a significant snag despite officially moving forward. The Surface Transportation Board declined to dismiss the Union Pacific-Norfolk Southern application, but a pointed concurring opinion from board member Richard Kloster revealed the merger application is shallow and lacks detail on how competition concerns will be addressed. Kloster's skepticism is particularly notable because Union Pacific CEO Jim Vena appeared with President Trump in the Oval Office in September, and Trump subsequently called the merger a good idea. Finally, we explore how fleet technology giant Samsara is going after a massive opportunity hiding in plain sight. The company launched its Fuel Command Center, a new dashboard that consolidates total and recoverable fuel spend while targeting $2 billion in potential savings across its U.S. customers in the first six months of 2026 alone. The platform pulls transactions from any fleet's existing fuel card, integrates Coast's spend controls directly, and combats fraud by tying card authorization to vehicle location. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Wednesday · 2 hr
FreightWaves Today | September 23
On this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp sit down with leaders from trucking, logistics, transportation law and rail to examine the forces shaping freight markets. John Ferguson, founder and CEO of Pivot Supply Chain Solutions, Inc., joins the show in studio to discuss the state of freight, current supply chain conditions and the trends transportation companies should be watching. Drew Singleton Wilder, founder and CEO of Vicarious Liability Risk Management, and Greg Reed, partner at Hanson Bridgett, tackle transportation risk and liability, including legal exposure across transportation relationships and what businesses should understand about managing risk. Trains Magazine Editor Bill Stephens provides perspective on developments across North American freight rail and what changes in the sector could mean for shippers and the broader supply chain. Pam Polyak, founder of Polyak Trucking and Polyak Consulting, brings an operator’s perspective to the conversation, discussing the realities facing carriers and owner-operators as they navigate changing freight demand, costs and operating conditions. Subscribe to FreightWaves for more transportation and logistics news, analysis and interviews. #FreightWaves #FreightWavesToday #Trucking #Logistics #SupplyChain #Freight #Transportation #Rail #FreightRail #TruckingIndustry #RiskManagement Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Wednesday · 3 min
16 Carriers File Bankruptcy, Alabama's $100M Rail Terminal, & CDL Rule Faces Court Skepticism | The Morning Minute
In this episode, we kick things off by examining a sobering wave of financial distress as at least sixteen trucking and transportation companies entered bankruptcy proceedings in less than a month. The geographically widespread filings include both Chapter 11 reorganizations and Chapter 7 liquidations, spanning carriers from small owner-operators to mid-sized fleets operating dozens of trucks across general freight, last-mile, agricultural and specialized operations. Rising diesel fuel prices and elevated operating costs continue to squeeze margins in an already challenging freight environment. Over on the rails, Alabama is pushing forward with a massive infrastructure project as construction remains on schedule for the Montgomery Intermodal Container Transfer Facility's early 2027 opening. The $100 million, 272-acre terminal will provide direct CSX rail service connecting inland shippers to the Port of Mobile, creating a rail alternative to truck drayage. At full operation, the facility is expected to handle up to 60,000 container units annually and will be equipped with two rubber-tired gantry cranes scheduled for delivery in late 2026. Finally, we unpack a major legal battle over federal trucking rules where judicial questioning showed more skepticism toward the Department of Transportation's position than toward plaintiffs challenging recent FMCSA changes. During oral arguments before the U.S. Court of Appeals for the District of Columbia in Lujan v. FMCSA, judges questioned the DOT's rationale for narrowing acceptable documentation to only an unexpired passport and Form I-94, particularly when non-domiciled applicants can provide ten years of driving history. The new rule, which went into effect this spring, no longer accepts Employment Authorization Documents as proof of eligibility for commercial driver's licenses. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Tuesday · 2 hr 1 min
FreightWaves Today | September 22
The freight market is shifting as carriers, brokers and shippers head toward Q4. On this episode of FreightWaves Today, we break down the latest trucking industry news, freight rates, insurance risks, fuel prices, capacity trends and the outlook for the 2026 peak season. In this episode: Trucking litigation & legal developments — We examine the latest developments in the Super Ego case and discuss the growing legal exposure facing carriers, brokers and other participants in the freight ecosystem. Cargo theft — Florida authorities recover stolen tractor-trailers in a coordinated cargo theft investigation, highlighting the continued threat of freight and equipment theft. Driver safety & crash risk — New Samsara data shows how combinations of risky driving behaviors can dramatically increase crash risk and why fleets are increasingly focused on identifying patterns rather than isolated safety events. Transportation insurance — Andy Sharpe, founder and CEO of MeshVI, joins the show to discuss real-time insurance verification, missing asset risk, certificate of insurance accuracy, insurance fraud and the growing importance of vehicle- and driver-level coverage data. Freight market update — We look at tender rejections, spot rates, intermodal volumes, freight demand and regional market conditions as the industry approaches peak season. Houston freight market — Houston has rapidly shifted from one of the loosest markets to one of the tightest, providing an important look at changing capacity conditions. Diesel & energy prices — Diesel prices continue to climb, putting additional pressure on trucking costs and potentially influencing both freight rates and consumer demand. Q4 freight outlook — We discuss whether peak season will be muted, how capacity exits are affecting the market, and what current conditions could mean for freight rates heading into 2027. Contract rates & routing guides — We examine changing shipper routing-guide strategies, the narrowing gap between spot and contract rates, and why double-digit contract rate increases could be on the table for 2027. Fuel markets with John Kingston — John Kingston joins us to discuss oil, diesel, geopolitical developments and the energy factors affecting trucking and transportation. Key topics: trucking news, freight market update, freight rates, truckload market, spot rates, contract rates, diesel prices, trucking insurance, cargo theft, carrier capacity, routing guides, peak season, transportation logistics, freight demand, supply chain, trucking industry and 2027 freight outlook. Subscribe to FreightWaves for daily coverage of the trucking, freight, logistics and supply chain industries. #FreightWaves #FreightWavesToday #Trucking #Freight #Logistics #SupplyChain #Truckload #FreightRates #Diesel #TruckingNews #Transportation #TruckingIndustry Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Tuesday · 3 min
Super Ego Court Win, Florida Cargo Theft Bust, & Samsara's High-Risk Driver Data | The Morning Minute
In this episode, we kick things off by examining a major legal development in the controversial Super Ego trucking network case. A federal judge has dismissed several counts against Aleksandar Mimic in a lawsuit filed by drivers, though drivers' claims against Super Ego Holding and nine affiliated defendants remain fully intact. Court records reveal that an all-day settlement conference made significant progress toward resolving the case, even as the judge's dismissal reshapes the litigation. Next, we explore a coordinated cargo theft operation as Florida's task force recovered two stolen tractor-trailers hauling tires and batteries along Interstate 95. Troopers arrested one driver at a travel center on charges including first-degree grand theft of automobile tires worth over one hundred thousand dollars, though a second suspect fled on foot and remains at large. Finally, we unpack groundbreaking research from Samsara showing that just ten percent of the highest-risk drivers account for nearly half of all fleet crashes. The company's Compounding Risk Report reveals that combinations of risky behaviors—like mobile phone use, distraction, and harsh braking together—create exponentially greater crash risk than isolated safety events, allowing fleet managers to focus coaching resources on the behavioral patterns most strongly linked to accidents. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
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 · 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 · 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 · 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 · 3 min
J.B. Hunt Shares Plunge 12%, Private Fleet Safety Shifts, & LA-Long Beach Rail Delays | The Morning Minute
In this episode, we kick things off by examining the brutal earnings warning that triggered a sharp sell-off in one of the country's largest logistics providers. J.B. Hunt's shares sank twelve percent after executives disclosed severe third-quarter cost pressures, driven by a sharp runup in diesel fuel prices and twenty-five million dollars in incremental driver-related expenses. The company's third-quarter EPS guidance came in roughly sixteen percent below Wall Street's consensus estimate, despite management characterizing the inflation as more cyclical than structural. Next, we explore how the persistent driver shortage is fundamentally reshaping safety strategies across the private fleet sector. Private fleets are increasingly focused on developing struggling drivers rather than dismissing them, as qualified replacements remain difficult to find and accident litigation costs continue to climb. Dot Foods has shifted from a reactive safety model to one driven by data and behavior patterns, targeting the bottom ten to twenty percent of its nearly two thousand two hundred driver population with mandatory professional development plans. Finally, we shift over to the rails to discuss a troubling bottleneck developing at the nation's busiest port complex. Rail-destined cargo dwell at Los Angeles-Long Beach climbed to six point seven five days in August, even as local truck dwell remained remarkably fluid at sub-three-day levels. The divergence underscores the critical importance of intermodal rail performance to overall cargo fluidity, especially as a significant share of containers arriving at the gateway is destined for inland U.S. markets. Follow the FreightWaves Today 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 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 · 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 · 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

Showing 1–20 of 86 episodes