FreightCasts

Winter weather has been the most disruptive force of nature on transportation in the past few years. The freight market may not be as resilient as it has been.  Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode analyzes a massive shift in the logistics landscape as Echo Global Logistics moves to acquire ITS Logistics in a deal creating a $5.4 billion combined entity. We discuss why this merger signals a strategic pivot toward asset control as the industry anticipates a future market turn. Attention then turns to the Southeast, where logistics leaders are bracing for Winter Storm Fern and its potential to freeze critical supply chain arteries. The forecast is drawing concern across the industry as conditions threaten to mirror the disruptions seen during the historic 2021 Texas freeze. We also break down the latest financial results from Knight-Swift, which reported a quarterly loss but signaled optimism for margin improvement in 2026. Management believes that exiting weaker players will help correct the market balance, even as rail networks also prepare for severe weather disruptions. On the international front, CMA CGM has reversed its course on returning to the Red Sea, choosing to divert ships around Africa due to safety risks. This decision highlights the ongoing volatility in global shipping lanes and the resulting inflationary pressures on transit times and fuel. Finally, we explore significant regulatory updates, including the Trump administration’s support of C.H. Robinson in a Supreme Court case that could define broker liability. We also look at the FMCSA’s long-awaited rollout of the Motus registration system, designed to finally crack down on chameleon carriers and industry fraud. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Fuel prices just jumped again — up nine cents this week — and for small carriers, that’s not a market trend, that’s a problem. In this episode of The Long Haul, Adam sits down with Zach Buckner, Senior VP of Sales at OTR Solutions, to dig into what really separates good financial partners from the ones who quietly drain your margins. Zach shares his journey from sales executive to senior leadership, the lessons he’s learned from a decade in the factoring space, and why OTR is betting big on transparency, speed, and innovation to support small carriers when the market tightens. This is a conversation between two people who live it — not a sales pitch. If you’re an owner-operator or small fleet trying to manage cash flow and fuel spikes at the same time, this one’s for you. Follow The Long Haul Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

On today’s episode, we discuss the major announcement that Echo Global Logistics is acquiring ITS Logistics to create a combined entity valued at over $5.4 billion. Leadership indicates this merger will enhance their AI capabilities and expand solutions for complex supply chains. We also look at the forecast for Winter Storm Fern, which threatens to paralyze transportation networks across more than 30 states this weekend. Logistics experts warn that heavy ice and snow could trigger ground stops at critical hubs and cause shipment delays of up to 48 hours. Finally, we break down why Knight-Swift's Q4 earnings missed the mark after the trucking giant reported a net loss. The company faced margin pressure across all business segments due to restructuring charges and a difficult market environment. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

The battery landscape is shifting, and the stakes for domestic manufacturing have never been higher. In this episode of Truck Tech, host Thomas Wasson sits down with Dave Rubin, Head of Policy at Proterra, to unpack the complex realities of building commercial EV batteries in the U.S. From strict "Build America, Buy America" (BABA) compliance rules to the strategic use of friendshoring with allies like Japan and South Korea, they explore how federal mandates and tax incentives are reshaping the supply chain. Tune in as they discuss: BABA Explained: What does "Build America, Buy America" actually require for battery manufacturers?  Supply Chain Realities: Can the U.S. move from buying "cookies" to making them from scratch, and where do we currently stand on raw material processing?  Strategic Friendshoring: How partnerships with allied nations are helping bridge the gap while domestic capacity ramps up.  Policy Impacts: The role of the 45X tax credit and trade policies in driving investment toward the U.S. "Battery Belt."  Proterra’s Latest Moves: An update on Proterra’s integration with the Volvo Group and their new H223 high-energy density battery pack.  Whether you're tracking the EV revolution or navigating the new rules of American manufacturing, this episode offers a deep dive into the policies powering the future of commercial transportation. ⁠Follow the Truck Tech Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this update edition of WHAT THE TRUCK?!?, host Malcolm Harris is back in the studio with a powerhouse lineup covering freight strategy, logistics tech, industry trust, and driver health — all in one jam-packed episode. The show kicks off with a fast-moving global freight headlines roundup, breaking down what matters most right now: new Tennessee trucking legislation, volatile U.S.–Mexico cross-border trade dynamics, USPS parcel compliance changes, rising cargo theft risks, and the operational impact of Winter Storm Fern. From there, Malcolm is joined by Rich Krul, Co-Founder and CEO of Hoplite Logistics, for a deep dive into building a modern brokerage the right way. Rich shares his journey through Coyote Logistics and Traffic Tech, why Hoplite invested early in infrastructure and tech, how they approach cross-border Mexico operations, and why reliability and “no-excuses” service still matter in today’s freight market. Next up, Blythe Brumleve, host of the Everything Is Logistics podcast, joins the show to unpack what’s really happening behind the headlines. Blythe breaks down why so many companies are struggling to realize ROI from AI and automation, the importance of fixing internal processes before adding tech, why trust is more fragile than ever in freight, and how frontline workers are often left out of critical decisions. Finally, Malcolm sits down with Dr. Brett Caminez for an in-studio conversation focused on driver and operator health. The discussion covers DOT physicals, posture and mental health, stress management, preventative care, and practical steps transportation professionals can take to stay healthy in a demanding industry. ⁠Watch on YouTube⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

The trucking market is defying the typical post-holiday slump, with data showing high tender rejections instead of the usual January hangover. Rapid inventory contraction suggests shippers may soon rush to restock, keeping spot rates elevated. However, this boom attracts "chameleon carriers" who utilize magnetic placards to swap identities and bypass safety regulations. Industry experts warn that recent federal notices downplay the severity of this rampant carrier identity theft The problem is exacerbated by the rise of instant-issue insurance platforms, which have removed critical barriers to entry for dangerous operators. This lack of vetting coincides with a surge in nuclear verdicts, leaving the public exposed due to outdated [federal liability minimums]. Financial volatility is also hitting large asset-based carriers, leading the R&R Family of Companies to divest its logistics units to the CJK Group. This sale comes on the heels of the [sudden shutdown of Taylor Express], highlighting liquidity issues in the sector. Competition is heating up elsewhere as the U.S. Postal Service begins soliciting bids from retailers to fill their last-mile delivery networks. By selling reserved capacity, the agency intends to [challenge private carriers] for e-commerce volume. Innovation continues to reshape the landscape, demonstrated by autonomous railcars in Michigan that operate without traditional locomotives. This technology promises to make short-haul rail profitable, potentially luring freight away from trucks. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we break down new data revealing that organized crime rings are keeping cargo theft levels near record highs across North America. We discuss how these sophisticated groups are increasingly targeting rail corridors and exploiting security gaps during freight handoffs. Next, we look at the Postal Service's bold strategy to transform its last-mile network by requiring retailers to bid for delivery space. Postmaster General David Steiner hopes this premium product approach will generate billions in revenue to help offset recent financial losses. Finally, the Port of Long Beach is preparing for a massive cargo surge with plans to double container volume to 20 million units by 2050. Officials are fast-tracking nearly $2 billion in rail projects to triple capacity and turn the Southern California hub into a zero-emissions powerhouse. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Recorded live at Trimble Insight 2025 in New Orleans, FreightWaves’ Thomas Wasson sits down with Jonah McIntire, Chief Platform Officer at Trimble Transportation, for a wide-ranging and refreshingly candid conversation about AI, software, and the future of logistics work. Jonah breaks down how Trimble operates at the “plumbing layer” of the supply chain, why tools like PC*MILER are still the industry’s ground truth, and why many past tech hype cycles—blockchain, visibility, buzzword AI—missed the mark. He doesn’t shy away from the hard truth: AI will eliminate back-office jobs, even as it radically increases productivity and reshapes how logistics companies scale. The conversation dives deep into AI-written code, self-connecting systems, rewriting legacy software in days instead of months, and why Trimble is betting on AI colleagues—not just AI features. From creative destruction to AI agents interviewing for dispatcher roles, this episode offers a rare, inside look at how one of the largest supply-chain software companies is rebuilding for the next decade. ⁠Follow the Loaded and Rolling Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this high-stakes episode of Freight Expectations, Craig Fuller and Matthew Leffler pull back the curtain on the “incompetent” Forward Air and Omni Logistics merger, a deal so controversial it led to a courtroom showdown at the “Madison Square Garden” of corporate litigation. From exposing the “light audits” that kill M&A deals to debating the federal power grab behind autonomous truck laws, the hosts tackle the industry’s biggest power shifts. Stick around to find out if “self-certification” is a death sentence for road safety and why the fight against organized cargo crime is finally moving to the next level in D.C. ⁠Follow the Freight Expectations Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we analyze how Maersk’s decision to restart Red Sea transits is flooding the global market with capacity and driving down ocean rates. This shift could release significant tonnage back into circulation, effectively erasing the pricing power carriers gained during the disruptions. Domestic markets are showing a strange contradiction, as the Cass Truckload Linehaul Index climbs even while shipment volumes hit cycle lows. This anomaly sits alongside sobering data showing that inflation-adjusted trucking rates have dropped 27% compared to 2020, leaving many carriers financially exhausted. We also dive into the "stagecoach robbing era" of freight fraud, where digital identity theft allows criminals to steal billions without consequence. States are fighting back with measures like Tennessee Bill 1587, which proposes massive fines for employers who knowingly allow unlawful commercial vehicle operations. Finally, the discussion turns to the Supreme Court battle involving Flowers Foods, which could fundamentally change labor liability by exempting last-mile drivers from mandatory arbitration. A ruling against the bakery giant may unleash a flood of class-action litigation regarding worker classification and pay. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Host Alex Quarles opens the show with a look at a new Tennessee bill imposing strict penalties on carriers that employ undocumented drivers. The legislation mandates automatic notifications to federal immigration authorities and establishes a $1 million minimum in damages for accidents involving unlawful operators. Federal regulators have halted consolidation plans as the Surface Transportation Board rejected the Union Pacific and Norfolk Southern merger application for being incomplete. While rival railroads have praised the decision, the companies now have until February 17 to notify the board of their plans to submit the missing market share data. Defying the usual post-holiday slump, the trucking market is holding steady in January with tender rejection rates hitting nearly 10%, the highest level since 2022. Spot rates remain elevated at $2.62 per mile as capacity tightens in key hubs like Chicago, signaling a strong start to 2026 for the industry. Tune in this afternoon at 2 p.m. for a new episode of Loaded and Rolling with Thomas Wasson. Later today, catch the latest Freight Expectations featuring founder Craig Fuller and Armchair Attorney Matthew Leffler for more industry commentary. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Host Malcolm Harris kicks off a high-impact 2026 episode covering the freight, logistics, and supply chain issues everyone in the industry is feeling right now. Malcolm opens the show with the latest freight headlines — including Amazon last-mile closures, AI-driven DOT enforcement, major broker and carrier developments, and legal decisions that could reshape liability across the industry. Then, the show dives into two must-hear expert conversations:  Mark Becker, President, CEO, and Co-Founder of G10 Fulfillment, joins the show to break down the rapidly growing hazardous goods market. As one of the few Amazon-approved hazmat shippers in the U.S., Mark explains how lithium-ion batteries are transforming e-commerce, where brands often miss on compliance, how regulations are reshaping warehouse operations, and why cutting corners in hazmat shipping creates serious safety risks. Danny Ramon, Director of Intelligence at Overhaul, returns to WHAT THE TRUCK?!? to unpack what’s really driving cargo theft in 2026. Danny covers strategic theft, fictitious pickups, physical security gaps, insider risk myths, and how overreliance on technology can create a false sense of security — plus what carriers, brokers, and shippers should audit right now to reduce exposure. This episode covers: Hazmat compliance and lithium battery growth Amazon and carrier enforcement pressure Cargo theft trends and fraud tactics Supply chain security fundamentals vs. tech What logistics leaders need to fix now If you work in freight, logistics, or supply chain security, this episode of WHAT THE TRUCK?!? is a must-watch. ⁠Watch on YouTube⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we explore the paradoxical freight environment of early 2026, where⁠ strategic cost management drives success⁠ for industry giants while others face immediate collapse. We analyze how J.B. Hunt achieved a Q4 earnings beat through internal discipline, even as the broader market offers mixed signals on demand. The distress in the market is palpable, evidenced by the⁠ abrupt closure of Taylor Express⁠ that left drivers stranded without fuel or pay. We also discuss the layoffs at⁠ Smoky Mountain Logistics⁠, proving that even specialized Amazon partners are not immune to the industry's financial squeeze. On the strategic front, we examine why⁠ Titanium Transportation is going private⁠ with a significant stock premium to escape the pressures of public reporting. The conversation also shifts to innovation, highlighting how⁠ RoadOne’s investment in the Tesla Semi⁠ demonstrates the growing viability of vertically integrated electric trucks. Finally, we uncover the systemic regulatory failures surrounding the⁠ upcoming trial of Dartanyan Gasanov⁠, a key figure in the chameleon carrier network responsible for the tragedy that killed seven Marines. This segment serves as a stark reminder of the deadly risks that persist when unsafe operators slip through the cracks of federal oversight. ⁠Follow the FreightWaves NOW Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

On today's FreightWaves Morning Minute, J.B. Hunt exceeded fourth-quarter earnings expectations by implementing aggressive cost cuts even as revenue dipped slightly. Management noted that cost management drove the Q4 beat at J.B. Hunt amid signs that the truckload market began tightening late last year. In transaction news, Canada’s Titanium is going private with a 40%+ bump in stock price, offering shareholders a significant premium and immediate liquidity. This all-cash deal allows the company’s fleet to navigate current financial challenges away from the public markets. Meanwhile, investigators found that the part that broke in the UPS cargo jet crash had a history of failure regarding a specific bearing assembly. The NTSB reported that Boeing warned operators of this defect in 2011 but did not classify it as critical to flight safety. Finally, a new episode of WHAT THE TRUCK?!? airs today featuring a look at high-stakes logistics with G10 Fulfillment. The segment will cover the complexities of being an Amazon-approved hazmat shipper. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we explore strategic capacity management as Abilene Motor Express being absorbed into Swift signals Knight-Swift's focus on long-term efficiency over brand diversity. We also analyze market resilience as the LTL pricing index hits new high in Q4, contrasting strong LTL yields against a truckload sector that is only showing tentative signs of recovery. Legal risks take center stage as C.H. Robinson makes its legal written case before SCOTUS on broker liability, arguing that the F4A safety exemption does not impose negligence liability on brokers. On the regulatory front, we discuss how the DOT to use AI to go after illegal truckers is transforming artificial intelligence from an operational tool into a weapon against fraud and compensation erosion. Technological fragility is exposed in our breakdown of How Verizon's Cellular Outages Expose Trucking’s Technology Achilles’ Heel, revealing the liability risks of cloud-dependent ELDs during infrastructure failures. Finally, we look at positive global news as Maersk returns to Red Sea with India-US service, shaving a week off transit times by resuming Suez Canal routes. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

The debate over non-domiciled CDLs has become one of the most heated and misunderstood conversations in trucking. Court filings, enforcement changes, and political rhetoric dominate the headlines — but rarely do we hear from the drivers whose lives are directly affected. In this episode of The Long Haul, Adam sits down with Jorge Rivera Lujan, an owner-operator with more than a decade in trucking who is currently involved in active litigation related to non-domiciled CDL enforcement.Because the case is ongoing, this conversation does not analyze legal strategy or argue outcomes. Instead, it focuses on the human impact — how enforcement changes affect work, family, safety perceptions, and community — and addresses common myths surrounding non-domiciled CDL drivers. This episode is about listening, understanding, and separating fact from assumption in one of trucking’s most emotionally charged issues. Follow The Long Haul Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

The Department of Transportation is deploying artificial intelligence to enforce regulations against companies hiring illegal foreign drivers. This new initiative aims to identify fraud regarding non-domiciled CDLs that officials warn are driving down wages for American truckers, as detailed in DOT to use AI to go after illegal truckers. Southeastern Freight Lines is expanding its reach south of the border through a new partnership with Fletes Mexico Carga Express. The move is designed to streamline less-than-truckload shipments between the U.S. and Mexico with real-time tracking and faster customs clearance, according to Southeastern Freight Lines joins regional carriers moving into Mexico trade. A recent industry report indicates that parcel shipping rates have reached record highs driven by a proliferation of blanket surcharges. Even as fuel prices have declined, carriers hiked fuel surcharges significantly year-over-year to maintain revenue, a trend analyzed in Proliferation of parcel delivery surcharges drives up shipping rates. Finally, a new episode of The Long Haul features an interview with a non-domiciled CDL holder sharing his perspective on the regulatory crackdown. This is your daily update on the freight market for Thursday, January 15th. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

On today’s WHAT THE TRUCK?!?!, host Malcolm Harris takes a wide-angle look at the forces reshaping freight in 2026, from autonomous trucking and fleet safety to regulation, compliance, and ongoing market volatility. The episode blends breaking industry headlines with two in-depth conversations that explore where trucking is headed and what fleets need to be thinking about right now. The show kicks off with a global freight and logistics roundup, including federal compliance cost cuts for fuel haulers, Allegiant’s move into air cargo with Amazon freight, expanding CDL compliance crackdowns in Tennessee, and Louisiana’s growing staged truck accident investigation. Malcolm also highlights Purdue University’s successful wireless charging test for a heavy-duty truck at highway speeds, Southeastern Freight Lines’ expansion into Mexico, and what these developments signal for capacity, safety, and future freight operations. The first featured guest is Don Burnette, Founder and CEO of Kodiak, who joins the show to break down how autonomous trucking has officially moved beyond the demo phase. Don explains how Kodiak’s AI-powered trucks are operating in real, driverless commercial service today and why the industry conversation has shifted from if autonomy works to how fast it can scale. The discussion covers Kodiak’s partnership with Bosch, the importance of manufacturing-grade hardware, redundancy, and system reliability, as well as how trust is built with fleets, regulators, and the public. Don also offers a realistic perspective on what autonomous trucking solves today, what challenges remain, and how fleets should think about autonomy in a tight and uncertain freight market. Later in the episode, Cyndi Brandt, VP of Fleet Solutions at Descartes, brings a fleet-side view of safety, compliance, and operational efficiency. Cyndi explains why safety risks often begin long before a truck ever hits the road, highlighting the role of planning, dispatch, and unrealistic schedules in creating stress and unsafe driving behaviors. She dives into how congestion, tight delivery windows, and poor route planning show up in real-time fleet data, and why stress is one of the most measurable — and overlooked — safety risks in trucking today. The conversation also explores how telematics, routing tools, and execution data can be used proactively to reduce risk rather than simply monitor compliance. Watch on YouTube Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of FreightWaves Daily, we explore the paradox shaping the current truckload market, where federal regulators are offering specific cost relief while simultaneously tightening overall capacity. We break down how Feds slash compliance costs for fuel haulers by restoring a critical marking exception and greenlighting video inspections to save the industry millions. Our analysis delves into the Five State of Freight takeaways, showing that current market strength is being driven by capacity contraction rather than demand. With inventory levels hitting historic lows, the industry must prepare for a potential bullish restocking cycle despite soft manufacturing numbers. We also examine the intense regulatory pressure facing carriers, including the ongoing battle over non-domiciled CDL holders that is effectively shrinking the available driver pool. Additionally, we discuss the escalating legal risks as the Louisiana staged truck accident indictment widens to include shocking charges of witness tampering and murder conspiracy. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices