FreightWaves Today

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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.

  1. 4 hr ago

    FreightWaves Today | July 16

    This episode of FreightWaves Today features a comprehensive breakdown of the major industry earnings reports that shook the market, with a primary focus on JB Hunt’s impressive quarterly performance. Key discussion topics include: Earnings Analysis: Beyond JB Hunt, the hosts discuss the bullish outlook from Prologis and the tightness in industrial warehouse capacity, indicating a shift in supply chain geography toward the center of the country. M&A in Freight: Eddie Zakowski and Spencer Tenney provide expert insight into the current mergers and acquisitions landscape. They debate the challenges private equity faces when entering the asset-heavy trucking market versus the relative success found in specialized freight niches (e.g., bulk, chemical). Industry Trends: The segment covers the impact of the Montgomery decision on carrier liability, the state of the spot market, and how capacity constraints are influencing shipper behavior and carrier recruitment. Freightonomics: Zach Strickland and Ben Peterson conclude the show by analyzing the Pricing Power Index (PPI), discussing how shippers can improve their "shipper of choice" status through facility efficiency, load leveling, and improved payment strategies. Viral Coverage: The hosts touch on recent real-world disruptions, including the harrowing video of a CN Rail train crew escaping wildfires in Ontario, Canada, and the broader impact of extreme weather on air quality and logistics operations. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | July 16

  2. 9 hr ago

    J.B. Hunt Intermodal Surge, Navistar Wins Delivery Lawsuit, & Tesla Semi Chicago Pilot | The Morning Minute

    In this episode, we kick things off by examining the powerful momentum shift toward the rails that's creating massive growth opportunities for the nation's largest intermodal player. J.B. Hunt Transport Services just reported a blockbuster second quarter, with intermodal volumes jumping ten percent year-over-year and significantly outpacing the broader market. Eastern intermodal volumes surged sixteen percent year-over-year, driven by conversion activity at levels the company has not seen in more than a decade, while revenue of three point five billion dollars crushed analyst expectations. Next, we explore a high-stakes legal battle in federal court where truck manufacturer Navistar defeated a sixteen point five million dollar lawsuit over delayed deliveries during the pandemic-era supply crunch. A Michigan jury sided with Navistar on Monday, rejecting breach of contract and fraud claims brought by GLS LeasCo and Central Transport, and concluding the company was not liable for damages related to the delayed delivery of one thousand one hundred International tractors ordered in twenty twenty-two. Finally, we head to the Midwest where a major Wisconsin carrier is partnering with Tesla to evaluate the electric Semi in dedicated Chicago operations. De Pere-based Paper Transport Inc., which has logged over eighty-seven million miles using compressed and renewable natural gas, is assessing the battery-electric truck in an environment where predictable routes and consistent mileage provide ideal conditions for real-world testing as Tesla ramps toward volume production this year. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    J.B. Hunt Intermodal Surge, Navistar Wins Delivery Lawsuit, & Tesla Semi Chicago Pilot | The Morning Minute

  3. 1 day ago

    FreightWaves Today | July 15

    Welcome to a special edition of FreightWaves Today, broadcast LIVE from the Supply Chain AI Symposium in Chicago! 🚛🤖 Craig Fuller and Julie Van de Kamp co-host this special live edition from one of the premier gatherings of logistics, transportation, and artificial intelligence leaders. Together, they welcome some of the industry's top innovators to separate AI hype from reality and explore how artificial intelligence is already reshaping freight, transportation, and supply chain operations. Featuring conversations with executives from across the logistics ecosystem, this episode dives into where AI is creating measurable ROI today, where companies are still struggling, and what organizations need to do to successfully implement AI at scale. From enterprise adoption and autonomous workflows to TMS evolution, document automation, appointment scheduling, and the future of human-AI collaboration, this episode is packed with practical insights for carriers, brokers, shippers, and technology providers alike. Featured Guests Eric Rempel – Chief Innovation Officer, Redwood Val Marchevsky – Uber Freight Jett McCandless – Project44 Alyssa Norcross – Revenova Megan Orth – C.H. Robinson David Bell – CloneOps In this episode: * Is AI a bubble—or the biggest technology shift in decades? * Why AI isn't replacing logistics professionals as fast as many think * The biggest mistakes companies make when implementing AI * How to measure real ROI from AI initiatives * Why clean, connected data is still the foundation of successful AI * AI's growing impact on TMS platforms and enterprise software * The future of SaaS in an AI-driven world * How logistics companies are using AI for document processing, workflow automation, appointment scheduling, and customer service * Why change management—not technology—is often the biggest obstacle to AI success * Human-in-the-loop AI and why judgment still matters * Building AI-ready organizations and preparing employees for the future of work * What brokers, carriers, and shippers should look for when evaluating AI vendors * The next frontier of AI across freight and supply chain operations Whether you're leading digital transformation, evaluating AI vendors, building logistics software, or simply trying to understand where the industry is headed, this special live edition of FreightWaves Today delivers valuable insights from the executives putting AI to work across the global supply chain today. #FreightWaves #FreightWavesToday #SupplyChain #SupplyChainAI #ArtificialIntelligence #Logistics #FreightTech #Transportation #Trucking #Automation #EnterpriseAI #Redwood #UberFreight #Project44 #CHRobinson #CloneOps Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | July 15

  4. 1 day ago

    Freight Closures Erase 245 Jobs, BulkLoads Buys Livestock Network, & Driver Pay Index Surges | The Morning Minute

    In this episode, we kick things off with a sobering snapshot of the freight industry's ongoing financial pain. Four companies are eliminating nearly 250 jobs at logistics and distribution facilities across New Jersey, North Carolina, Illinois, and California, while nine transportation and logistics-related companies have recently sought bankruptcy protection. The largest announced workforce reduction involves Fusion Transport, a New Jersey logistics provider planning to lay off seventy-nine employees at its Piscataway facility effective October first, while bankruptcy filings continue to pile up across multiple freight segments. Next, we shift over to the agricultural freight sector, where a strategic acquisition is dramatically expanding access to specialized livestock hauling services. Springfield, Missouri-based BulkLoads announced Monday that it has acquired Livestock Network, an online load board and community serving the livestock transportation industry since 2000. Livestock Network members will now gain access to BulkLoads' broader ecosystem of products, including Smart Freight Funding for freight factoring, Bulk Insurance Group, BulkTMS transportation management software, and Bulk Freight Insights market intelligence. Finally, we unpack a staggering shift in driver compensation as the Truck Driver Pay Index surged by 13.5 percent in just two months. Jointly calculated by AscendTMS and Superior Trucking Payroll Services, the index hit 170.04 in June, up from 150.83 in April — easily the highest two-month gain in the history of the index, which has been calculated since 2020. With a typical lag of four to six months between higher spot rates and driver pay, experts suggest more increases are likely in the coming weeks and months. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Freight Closures Erase 245 Jobs, BulkLoads Buys Livestock Network, & Driver Pay Index Surges | The Morning Minute

  5. 2 days ago

    FreightWaves Today | July 14

    Based on the episode transcript, here's a YouTube description that highlights the biggest stories and guest interviews while optimizing for search. The global supply chain is facing another major test as tensions around the Strait of Hormuz continue to evolve. On today's FreightWaves Today, Craig Fuller and Joey discuss the latest developments after President Trump reverses course on a proposed transit fee and instead announces a blockade targeting Iranian trade. What does it mean for oil prices, diesel costs, ocean shipping, and the broader freight market? Joining the show: 🚛 Syd Brown, CEO of NFI * Why NFI exited the one-way truckload business * How dedicated fleets and warehousing transformed the company into a $3.8 billion logistics powerhouse * Why driver shortages are returning * The impact of freight fraud and stricter carrier enforcement * Why safety investments are becoming a competitive advantage * How shippers are responding as freight capacity tightens 🌍 Stuart Chirls, FreightWaves International Reporter * Breaking down the latest developments in the Strait of Hormuz * What a potential blockade means for global trade * Rising ocean freight rates and supply chain disruptions * Why importers are front-loading freight ahead of additional uncertainty * The growing importance of alternative shipping routes through the Middle East 🤖 Jake Dettmer, SVP of Product at Optimal Dynamics * Using AI to optimize freight acceptance before dispatch * Why maximizing revenue matters more than minimizing empty miles * Forward-looking fleet optimization strategies * The future of AI-powered trucking operations * Is AI in logistics entering a bubble—or just getting started? ⛽ John Kingston, FreightWaves Energy Expert * Weekly diesel price update * How geopolitical tensions are impacting fuel markets * What trucking companies should expect from diesel prices in the weeks ahead 🌊 Captain Rahul Khanna, Global Head of Marine Risk Consulting at Allianz Commercial * How geopolitical tensions are reshaping global maritime risk * The insurance industry's perspective on disruptions in the Strait of Hormuz * The biggest threats facing global shipping today * How shipping companies are preparing for increased security and operational risks * What cargo owners, carriers, and logistics providers should watch as global trade routes evolve * Why marine risk has become one of the most critical factors in supply chain resilience 📰 Top stories covered: * Project44 splits into two companies with the launch of LSP44 * AI-native logistics technology and the future of transportation management * Risinger Brothers driver classification lawsuit receives class-action status * Freight market conditions continue tightening * Driver recruiting challenges return as regulatory enforcement increases * Intermodal volumes continue climbing * Why shippers may soon face higher transportation costs Whether you're a carrier, broker, shipper, owner-operator, or logistics technology leader, this episode breaks down the biggest freight, supply chain, transportation, and economic stories shaping the industry today. Subscribe for daily freight market analysis, supply chain news, trucking updates, logistics technology, AI insights, and exclusive interviews from the industry's leading experts. #FreightWaves #Trucking #Logistics #SupplyChain #Freight #Diesel #OilPrices #Project44 #AI #Transportation #Shipping #TruckingNews #FreightMarket #NFI #SupplyChainAI Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | July 14

  6. 2 days ago

    Project44 Splits Into Two, Driver Suit Goes Class Action, & DP World Bypasses Hormuz | The Morning Minute

    In this episode, we kick things off by examining the massive strategic restructuring at project44 that splits the visibility giant into two distinct businesses. The company is separating into project44, which will serve enterprise shippers as a decision intelligence platform, and LSP44, a newly launched AI-native infrastructure business built exclusively for logistics service providers. LSP44 launches with day-one profitability and processes a staggering seven hundred six million carrier events daily across four continents. Next, we explore a significant development in the legal arena as a driver misclassification lawsuit against Illinois-based Risinger Brothers Transfer gains class action status. The drivers allege that Risinger misclassified them as independent contractors rather than employees, and that wage deductions for truck payments, insurance, fuel, and maintenance left some drivers earning below minimum wage for all hours worked under the Fair Labor Standards Act. Finally, we break down a strategic infrastructure project in the Middle East as DP World plans a new UAE port near Fujairah to bypass the Strait of Hormuz. The new container terminal would lessen dependence on the UAE's Port of Jebel Ali and route cargo through the Gulf of Oman instead. This move comes amid heightened regional tensions and President Trump's recent suggestion that the U.S. seize control of the critical chokepoint and charge vessels a toll for passage. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Project44 Splits Into Two, Driver Suit Goes Class Action, & DP World Bypasses Hormuz | The Morning Minute

  7. 3 days ago

    FreightWaves Today | July 13

    Welcome to another Monday edition of FreightWaves Today! Hosts Craig Fuller and Julie Van de Kamp are back in the studio to break down a massive week for the logistics and transportation sectors. As the market continues its recovery, we tackle the latest geopolitical escalations impacting global shipping routes, preview the start of Q2 earnings season with JB Hunt, and look at how artificial intelligence is transforming truck financing and historical transactional standards like EDI. Featured guests: Tobias Waldeck – Chief Revenue Officer at Daimler Truck Financial Services. Tobias gives his perspective on exiting the longest freight recession on record, normalizing truck replacement cycles, and the booming flatbed activity driven by AI data center infrastructure. Kevin Bangston – CEO of Daimler Truck Finance. Kevin discusses the shifting ecosystem of captive truck financing, navigating final EPA emissions rulings, and utilizing AI for administrative relief and analytic predictability. Mark Vitner – Chief Economist at Piedmont Crescent Capital. Mark shares insights on the strengthening manufacturing sector, GDP growth forecasts for the second half of the year, inventory replenishment cycles, and the unique challenges facing the current housing market. Christopher Versace – Chief Investment Officer & Thematic Strategist at Tematic Research. Christopher analyzes logistics stocks, hyperscaler CapEx spends, chip demand, and why structural shifts in heavy truck orders keep him bullish heading into the Q2 earnings cycle. Erik Kiser – CEO & Founder of Orderful Technologies. Fresh off a $35 million funding round with Koch Disruptive Technologies, Eric highlights how Orderful is utilizing AI models to completely disrupt and automate traditional EDI onboarding experiences. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

  8. 3 days ago

    Iran Attacks Ship in Hormuz, Toyota's $3.6B Texas Bet, & Q2 Trucking Earnings Rise | The Morning Minute

    In this episode, we kick things off with a major escalation in the Middle East that's sending shockwaves through global energy markets and ocean shipping. Iran on Saturday attacked a feeder container ship transiting the Strait of Hormuz, setting the seven-thousand-TEU GFS Galaxy ablaze and forcing the crew to abandon ship. Iran over the weekend declared the strait closed to vessel traffic and expanded missile and drone attacks across the region, pushing Brent crude up about twelve percent, European natural gas up nearly seventy percent, and U.S. gasoline futures up roughly ten percent since late last week. Next, we explore the automotive sector where Toyota is making a massive three-point-six-billion-dollar bet on Texas manufacturing with a stunning expansion in San Antonio. The Japanese automaker is shifting production of its popular Tacoma pickup from Baja California, Mexico, to San Antonio as part of an investment that will double the size of its Texas manufacturing campus and create two thousand new jobs over the next four years. Finally, we break down how Wall Street is raising the bar for trucking carriers heading into second-quarter earnings season. Deutsche Bank analyst Richa Harnain is forecasting mainly beats across her transportation coverage, with less-than-truckload carriers leading the charge. She expects median earnings-per-share growth of fifteen percent year-over-year for the second quarter and twenty-one percent for the third quarter, marking a meaningful improvement from the three percent increase the group recorded in the first quarter. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Iran Attacks Ship in Hormuz, Toyota's $3.6B Texas Bet, & Q2 Trucking Earnings Rise | The Morning Minute
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About

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.

Information

  • Creator
    FreightWaves
  • Years Active
    2023 - 2026
  • Episodes
    2k
  • Rating
    Clean
  • Copyright
    © FreightWaves
  • Show Website
    FreightWaves Today

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