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.

  1. hace 1 día

    FreightWaves Today | August 19

    On this episode of FreightWaves Today, Craig Fuller and Julie Van de Kamp break down the latest signals from across trucking, rail, intermodal and the broader industrial economy. Thom Albrecht of Reliance Partners joins the show to discuss where the freight cycle is headed, improving demand signals and the supply-side forces reshaping trucking. Albrecht explains how English-language proficiency enforcement, non-domiciled CDL scrutiny, changes to CDL and ELD self-certification, safety enforcement and major court decisions could affect capacity and potentially extend the current freight cycle. The show also dives into what the railroads are telling us about the health of the industrial economy, including strength across commodities such as chemicals, scrap metal, steel-related freight and grain. Craig and Julie examine the continued shift of freight toward intermodal and BNSF's expanded Phoenix-to-Dallas-Fort Worth service as railroads look to capture more over-the-road truckload freight. Plus, Bloomberg Intelligence's Lee Klaskow provides his outlook for transportation and what the fourth quarter could hold, Oliver Sawbridge brings a supply chain intelligence perspective to the conversation, and Bill Stephens closes out the show with a deeper look at the rail industry and what current volumes are signaling about the economy. Craig and Julie also cover the day's biggest freight headlines, including Americold's new $80 million cold-storage hub at Port Saint John, BNSF's intermodal expansion between Phoenix and Dallas-Fort Worth, and UPS strengthening its Asia-Pacific air cargo network. Subscribe to FreightWaves for the latest news, analysis and conversations covering trucking, transportation, logistics, supply chains and the global freight economy. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | August 19
  2. hace 2 días

    Americold's Port Saint John Bet, BNSF Expands Phoenix-Texas Service, & UPS Route Shift | The Morning Minute

    In this episode, we kick things off by examining a major cold chain infrastructure investment at one of the Atlantic seaboard's fastest-growing container gateways. Americold has opened a roughly eighty million dollar import-export hub at Port Saint John, stitching together DP World and CPKC into one seamless cold chain and eliminating the inefficient routing of Canadian-bound refrigerated freight through U.S. ports. This temperature-controlled facility, which provides twenty-two thousand pallet positions, is the only one in Eastern Canada directly connected to a port without drayage, arriving just as Port Saint John's container volumes surged one hundred seventy-five percent since 2021. Shifting gears to the rails, we examine how BNSF is aggressively capturing truck freight between two of the Southwest's fastest-growing metropolitan areas. The Class I railroad has expanded its intermodal rail service between Phoenix and North Texas to six days a week, completing the route in just over three days as domestic peak shipping season approaches. The enhanced service is explicitly designed to convert over-the-road truck freight to rail as shippers face tighter highway capacity and higher rates, while BNSF simultaneously builds out Logistics Park Phoenix, its second intermodal facility in the region. Finally, we explore a major routing shift that positions UPS to strengthen its Asia-Pacific freight network as the logistics giant grows aggressively in the region. The U.S. Department of Transportation has approved UPS's transfer of six Hong Kong flying rights to Clark Airport in the Philippines, where a hub expansion project is expected to be completed later this year. The move comes as UPS's Asia-to-Asia export volume surged thirteen point six percent year over year in the second quarter, enabled by recent investments including a major expansion project for its Hong Kong hub and terminal upgrades at Incheon airport in Seoul. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Americold's Port Saint John Bet, BNSF Expands Phoenix-Texas Service, & UPS Route Shift | The Morning Minute
  3. hace 2 días

    FreightWaves Today | August 18

    Craig Fuller and Julie Van de Kamp dive into the most pressing headlines and structural shifts impacting the supply chain, logistics, and transportation sectors. They discuss the escalation of organized freight fraud—including a recent raid in Armenia targeting U.S. carriers—and why the industry urgently needs coordinated law enforcement solutions like the CAUCA legislation Lakshman Achuthan, Co-Founder of the Economic Cycle Research Institute (ECRI), breaks down leading indicators signaling a potential slowdown in global industrial growth and what sticky business costs mean for freight margins. Jared Weisfeld, Chief Strategy Officer at RXO, shares why structural capacity exits and federal regulatory enforcement could pave the way for a multi-year recovery in truckload markets. Pat Dillon, CEO of Flock Freight, explains how pooling technology and shared truckload models are helping enterprise shippers optimize partial loads and reduce costs during shifting market conditions. Lainey Sibble rom Cox Automotive's Central Dispatch discusses new biometric identity verification and secure vehicle transfer technologies built to safeguard vehicle transport against bad actors. Plus, tune in for a live SONAR market update breaking down tender rejections, spot rate movements, and ocean freight rate spikes! Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | August 18
  4. hace 3 días

    Burq Bets on Last-Mile Orchestration, GlobalX Revokes Lawsuit, & Armenia Freight Fraud Bust | The Morning Minute

    In this episode, we kick things off by examining a strategic bet on orchestration software as national parcel carriers continue to shed unprofitable volume. Last-mile delivery technology company Burq is wagering that enterprise retailers will pay for orchestration platforms that sit above the growing bench of regional carriers and gig courier networks. With fifty-five percent of retailers now using carriers outside FedEx, UPS and the U.S. Postal Service, and alternative carriers moving two point six billion parcels last year, the last-mile delivery duopoly is rapidly eroding. Next, we discuss a messy legal battle in the air cargo sector that has officially come to an end. Miami-based charter operator Global Crossing Airlines has dismissed its thirty-million-dollar breach-of-contract lawsuit against Ascent Global Logistics and terminated their exclusive brokerage agreement. GlobalX had alleged its former investment partner failed to honor an agreement to steer air cargo business its way, and during the second quarter, the carrier's cargo revenue dropped two point nine million dollars, or about fifty percent, year over year. Finally, we explore a sophisticated international freight fraud operation as Armenian authorities busted a Yerevan-based group that posed as American carriers and converted stolen freight proceeds into crypto. Cyber police raided commercial space inside a Yerevan hotel on July twenty-third, where suspects allegedly used specialized computer equipment to gain trust from businesses arranging transportation services, then redirected shipments to different locations instead of completing intended deliveries. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Burq Bets on Last-Mile Orchestration, GlobalX Revokes Lawsuit, & Armenia Freight Fraud Bust | The Morning Minute
  5. hace 3 días

    FreightWaves Today | August 17

    Join Craig Fuller and Julie Van de Kamp on FreightWaves Today as they break down the critical developments shaping the freight, logistics, and supply chain markets. In the morning minute, they A look at an alarming $111 million wave of high-tech cargo thefts targeting semiconductor and data center freight, featuring coordinated "bump and run" syndicate tactics. Plus, an urgent FBI tax fraud investigation involving self-employed truck drivers in Georgia, and Mexico's surging heavy-duty truck production and export gains. Drone Warfare & Supply Chains: Analysis of Ukraine's drone strikes on Russian distribution hubs—including Wildberries facilities—and what targeting fulfillment networks means for modern logistics vulnerability. Freight Payments & Shippers of Choice: Jeff Pape (US Bank Corporate Payment Systems) stops by to discuss rising freight payment predictability, early holiday peak planning, emerging AI applications in logistics, and credit quality across the sector. SONAR Market Update: Craig and Julie break down SONAR’s Tender Lead Time Index (OU.TLT), examining why shippers are tendering freight further in advance, how lead times impact tender rejections, and how to utilize the SONAR Coverage Guide to manage spot rate volatility. Real-World Tesla Semi Demo: Bob Lewis from Intercoastal Trucking shares first-hand driver feedback from testing the Tesla Semi in hard Northeast corridors, discussing range management, regenerative braking, maintenance savings, and charging infrastructure challenges. The Freight Cycle Debate: Ken Adamo (Chief Strategy Officer at Ease Logistics) and Dr. Jason Miller engage (Michigan State University) in a debate over capacity supply, driver availability, data center demand surges, and regulatory enforcement shifts. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | August 17
  6. hace 4 días

    $111M Data Center Theft Wave, FBI Targets Tax Fraud Scheme, & Mexico Truck Exports Surge | The Morning Minute

    In this episode, we kick things off with an alarming wave of high-tech cargo theft that's costing the freight industry a staggering fortune. Cargo thieves have stolen nearly $111 million in data center freight since early June, with individual cases ranging from $2 million to a jaw-dropping $38 million. In a disturbing new tactic, criminals deliberately crashed into security escorts protecting high-value technology shipments, then continued driving with the loads in what experts call the "bump-and-run" method. Next, we discuss a massive fraud case unfolding in Georgia where the FBI is urgently seeking truck drivers nationwide who may be victims in a 54-count tax fraud indictment. Federal prosecutors charged 62-year-old Diane Marie Poe, owner of Genuine Financial Services in Walton County, with 32 counts of bank fraud and 14 payroll-related tax offenses. Prosecutors accuse Poe of keeping money that customers provided for estimated tax obligations instead of delivering promised services, with at least 26 identified clients working as self-employed truck drivers who relied on her company for bookkeeping and tax preparation. Finally, we head south to examine how Mexico's heavy-duty truck production surged 51.8% in July as tariff tensions continue to simmer. Mexico's National Association of Bus, Truck and Tractor-Trailer Producers reported that manufacturers produced 14,675 heavy-duty vehicles during July, while exports climbed 66.7% year over year to 13,117 units. With a staggering 92.4% of Mexico's truck and bus exports through July shipped to the United States, ANPACT officials are urging policymakers to preserve the USMCA's core principles and renewing their call for changes to Section 232 tariffs. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    $111M Data Center Theft Wave, FBI Targets Tax Fraud Scheme, & Mexico Truck Exports Surge | The Morning Minute
  7. hace 6 días

    FreightWaves Today | August 14

    In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp explore key headlines and developments across the logistics, trucking, and transportation sectors. The show features discussions on the state of trailer insurance, driver recruitment and health, alongside live market analysis via FreightWaves SONAR. Andy Kuchar explains that freight brokers and logistics companies utilizing leased trailer pools are frequently exposed to unmanaged liability risks. Many traditional commercial auto policies contain exclusions for trailers when they are over the road. He points out three warning signs of coverage gaps: reliance on "contingent" coverage language, assuming a third-party driver’s Certificate of Insurance protects you, and lacking a dedicated trailer policy. In our SONAR Update, we see that tender rejections have moderated around 13.5%, overall rejection metrics and spot rates remain significantly higher compared to recent years (up ~21% year-over-year). Craig and Julie characterize explain that this is typical seasonal behavior before the late-summer and Labor Day ramp-up. Jeremy Reymer introduces Project 61, a non-profit initiative created to address the alarmingly low average lifespan of commercial truck drivers (61 years old). The program focuses on practical, free lifestyle improvements for drivers centered on food/nutrition, movement, sleep/recharge, mental health, and preventative care. The segment highlights how driver health directly correlates to highway safety and accident risk reduction. In our 2nd hour, it's return of the Matt! Matthew Leffler joins Craig for an episode of Freight Expectations. The two cover the FMCSA’s proposed rulemaking to codify English language proficiency as an out-of-service violation. They also dive deep into asymmetric warfare, drone technology, and potential vulnerabilities across U.S. logistics infrastructure, fuel refining capacity, and transport hubs. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | August 14
  8. 14 ago

    Gunfire on Moving BNSF Train, Acertus Buys Fisher Shipping, & Maersk's Last-Mile Strategy | The Morning Minute

    In this episode, we kick things off by examining a violent cargo-theft case that underscores the escalating danger of rail corridor crime in Southern California. After gunfire erupted from a moving BNSF freight train during a confrontation with suspected burglars, authorities arrested five men on charges ranging from attempted murder to cargo theft and conspiracy. The arrests came after task force members discovered equipment used to burglarize rail cars, highlighting how armed theft crews endanger railway employees while disrupting freight moving through critical corridors. Next, we explore how consolidation is reshaping the finished vehicle sector as Overland Park–based Acertus officially acquires Auburn, Massachusetts–based Fisher Shipping, expanding its carrier network and relationships with original equipment manufacturers and dealers. Fisher Shipping will continue to operate under its existing banner while gaining access to Acertus' expansive platform with enhanced fraud prevention and real-time shipment visibility. The deal follows another massive acquisition this week in which Proficient Auto Logistics agreed to acquire Hansen & Adkins for one hundred thirty million dollars, creating a combined entity expected to haul over four million vehicles annually. Finally, we break down how ocean carrier Maersk is betting that vertical integration from port to doorstep is the key to winning the last-mile battle in e-commerce logistics. According to Maersk executives, last-mile delivery is no longer just a cost center—it's a data intelligence engine that reveals upstream issues like inventory allocation, product development, and order response times. Rather than building its own delivery fleet, Maersk manages a pool of carriers on customers' behalf through a multi-carrier model with single API integration, creating one consistent customer experience that connects every link from vessels crossing the ocean to final doorstep delivery. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Gunfire on Moving BNSF Train, Acertus Buys Fisher Shipping, & Maersk's Last-Mile Strategy | The Morning Minute

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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.

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