FreightWaves Today

FreightWaves
  • 0,0 (0)
  • Noticias financieras
  • Diario

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 12 h

    FreightWaves Today | July 23

    Is the freight market finally turning a corner? On today’s episode of FreightWaves Today, Craig Fuller and Julie Van de Kamp break down a massive week of Q2 earnings, major rail updates, and supply chain headlines! We sit down with Josh Phelan, CVP of Operations at J.B. Hunt, to discuss driver constraints, cost inflation, contract vs. spot rate momentum, and why this cycle might look very different for carriers big and small. Plus, FreightWaves' own Todd Maiden breaks down Knight Swift’s massive Q2 earnings beat. And Paul Tonsager, CEO & Founder-Integrated Multi-Modal Solutions, LLC talks industry growth. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | July 23

  2. hace 18 h

    Aurora's Driverless Milestone, Knight-Swift Q2 Beat, & CSX Volume Rebound | The Morning Minute

    In this episode, we kick things off by examining a major milestone in the autonomous trucking race as Pittsburgh-based Aurora Innovation launched its second-generation driverless hardware across ten commercial freight routes in the U.S. Sun Belt. Unlike its first-generation trucks, the new fleet is built to run with no passive observer at all, erasing what one Morgan Stanley analyst called "one of the last remaining asterisks around the technology." Engineered for a one-million-mile operating life and designed for volume production rather than pilot-scale trials, Aurora is leaning heavily on manufacturing partner Roush, which is targeting an annual production run-rate of one thousand trucks by year-end. Meanwhile, the nation's largest truckload carrier is declaring that a structural recovery is finally here. Knight-Swift Transportation reported second-quarter adjusted earnings per share of sixty-three cents, smashing consensus by twelve cents and coming in twenty-eight cents higher year-over-year. CEO Adam Miller credited aggressive regulatory enforcement by the Federal Motor Carrier Safety Administration and the Department of Transportation for forcing out non-compliant capacity and creating what the company called a "rapid progression in truckload market conditions." Contract rates climbed throughout the quarter, with revenue per loaded mile accelerating from low-single digits in April to eight percent in June, while Knight-Swift's tender rejection rate was twice the industry average. Finally, over on the rails, CSX is riding a powerful volume rebound to beat Wall Street expectations. The Jacksonville-based Class I railroad reported second-quarter revenue of three point nine four billion dollars, up ten point one percent year-over-year, while earnings per share came in at fifty-four cents, beating analyst consensus estimates by four point two percent. Carload volumes improved by six point one percent, a dramatic swing from just zero point one percent growth a year ago, with intermodal traffic surging across CSX's eastern U.S. network. Free cash flow swung dramatically from negative one hundred fifteen million dollars in the second quarter of twenty twenty-five to positive six hundred eighty-seven million dollars this quarter. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Aurora's Driverless Milestone, Knight-Swift Q2 Beat, & CSX Volume Rebound | The Morning Minute

  3. hace 1 d

    FreightWaves Today | July 22

    This episode of FreightWaves Today covers key developments across logistics, freight technology, and the industrial economy: Key Episode Highlights & Topics Industry News & AI Breakthroughs: The hosts review major headlines, including JB Hunt's partnership with startup Overroot to deploy AI-led freight execution platform agents across millions of loads. They also examine Forward Air's nonbinding agreement to retain 50% to 75% of a crucial $250 million account (believed to be NVIDIA) that was at risk due to customer diversification, alongside MARAD's agreement with the Port of Long Beach to test small modular nuclear reactors (SMRs). Modal Shifts & Bulk Logistics with Circle Logistics: Nicholas Schipe, Director of Premium Transportation at Circle Logistics, discusses automotive expedited shipping, intermodal conversions, and chemical/liquid bulk freight. He highlights how supply disruptions, port downtimes, and domestic energy production trends (like wastewater and transformer oils) drive modal shifts between rail and truckload. AI and Automation in Warehousing: Andre Luecht, Global Strategy Lead for Transport & Logistics at Zebra Technologies, details how "physical AI," mobile devices, and environmental sensors (e.g., tracking temperature, shock, and ripening gases) empower frontline warehouse workers. He explains how smart assistants give frontline workers instant access to tribal knowledge and standard operating procedures. AAR Rail Data Analysis: The hosts break down the latest Association of American Railroads (AAR) weekly report, pointing to overall volume growth (up 3.4% total traffic, 3.8% intermodal) as a strong indicator of industrial momentum. They contrast solid U.S. demand with declines in Canadian auto parts and commodities tied to trade policy uncertainties. Class 8 Truck Orders & Used Market Dynamics: Chris Ciolino (Industrials Analyst from Bloomberg Intelligence) shares insights on strong Class 8 truck orders and dealer sentiment. He notes that while order backlogs are full through early 2027, much of the volume represents replacement demand ahead of EPA 2027 regulations rather than aggressive fleet expansion, due in part to driver shortages, engine pricing, and tariff impacts. Earnings & Financial Trends with Triumph: Aaron Graft, CEO and Founder of Triumph, breaks down their spectacular Q2 earnings. He reports a 26% increase in average invoice size in their factoring business and highlights why this tight, supply-driven freight market feels structural rather than short-lived. He also discusses operational efficiencies, their 65% market touch in brokered freight, and the rapid 49% growth of their LoadPay digital wallet product. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | July 22

  4. hace 1 d

    J.B. Hunt's AI Platform, Forward Air Saves $250M Account, & Nuke Power at Long Beach | The Morning Minute

    In this episode, we kick things off by examining a major AI breakthrough that could fundamentally transform freight execution across North America. J.B. Hunt Transport Services has partnered with a startup to publicly launch an AI-led freight execution platform following a year-long co-design process. The platform leverages AI agents to automate shipment coordination, reading live data, detecting exceptions, and managing customer communications while working within carriers' existing systems. Overroute's technology is now deployed across J.B. Hunt's business units, with AI agents working behind the scenes on millions of loads. Meanwhile, Forward Air just pulled off a critical rescue of a massive customer relationship that nearly sank the entire company. The logistics provider secured a deal to keep at least half of a $250 million account that had threatened to pull all of its business back in May. Forward's shares had plummeted over forty percent following the warning that it might lose a customer responsible for ten percent of its annual revenue, and the potential loss also foiled its plan to sell the company. Shares of Forward Air surged nineteen percent in early trading following Tuesday's announcement. Finally, we explore how the nation's busiest container port is about to become the testing ground for nuclear-powered maritime operations. The U.S. Department of Transportation's Maritime Administration will sign the first-ever agreement with the Port of Long Beach to test small modular reactors for commercial vessels and other potential port uses. Separately, Bluecore Energy, a startup headquartered at the Port of Long Beach, announced it has raised ten million dollars to develop floating, barge-mounted reactors to power ports and eventually cargo ships. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    J.B. Hunt's AI Platform, Forward Air Saves $250M Account, & Nuke Power at Long Beach | The Morning Minute

  5. hace 2 d

    FreightWaves Today | July 21

    Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | July 21

  6. hace 2 d

    Trump Hits Canada with 50% Tariffs, Non-Domiciled CDL Court Battle, & Houthi Red Sea Blockade | The Morning Minute

    In this episode, we kick things off by examining a massive escalation in the U.S.-Canada trade fight as President Trump announced sweeping fifty percent tariffs on roughly twenty billion dollars worth of Canadian imports scheduled to take effect in thirty days. Using an obscure authority from the Tariff Act of 1930, the new duties will apply even to goods that qualify under the U.S.-Mexico-Canada Agreement, prompting Ontario's premier to demand reciprocal measures if the tariffs take effect. Next, we explore a high-stakes legal battle heading for oral arguments this fall as federal agencies prepare to defend the FMCSA's controversial restrictions on non-domiciled commercial driver's licenses in the D.C. Court of Appeals on September 15. Petitioners argue the February rule will render ineligible ninety-seven percent of noncitizens who currently hold a CDL, broadly prohibiting asylum seekers, refugees, and DACA recipients from obtaining licenses even though they are legally authorized to work in the United States. Finally, we cover a new threat to a critical shipping corridor as Houthi rebels in Yemen declared a naval blockade of Saudi Arabia at the Bab al-Mandab Strait at the southern end of the Red Sea. This escalation comes just as major container carriers had recently announced a return of scheduled services to the key route connecting Asia with Europe and North America, raising the risk of wider disruption in a region that is strategically vital for global energy exports and maritime traffic. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Trump Hits Canada with 50% Tariffs, Non-Domiciled CDL Court Battle, & Houthi Red Sea Blockade | The Morning Minute

  7. hace 3 d

    FreightWaves Today | July 20

    In this action-packed episode of FreightWaves Today, hosts Julie Van de Kamp and Malcolm Harris break down the biggest stories impacting global supply chains, cross-border commerce, and freight fraud.From escalating military conflict in the Strait of Hormuz to billion-dollar federal fraud busts and deep dives into freight market economic trends, we've got you covered! The Strait of Hormuz & Legal Liability Nitsana Darshan-Leitner (Founder & President, Shurat HaDin / Israeli Law Center) joins the show for a discussion on Iranian missile strikes on oil tankers, legal recourse for shipowners, international sanctions, and military blockades. Verified: $1B Cargo Theft Ring & CDL Fraud Crackdown Philip Brink (Head of Fraud, Media, and Education at FreightWaves) unpacks the FBI’s $1B international cargo theft network, the DHS/DOT crackdown on 75 fraudulent CDL training schools, and Indiana State Police interdictions. Freight Economy Data & AI Infrastructure Bubble? Dr. Jason Miller (Supply Chain Professor, Michigan State University) on why AI data center buildouts are driving electrical/steel freight, whether an AI CapEx bubble is forming, and capacity forecasts through 2027. Digital Broker Liability & Carrier Vetting in Court Cassandra Gaines (Founder & CEO, Carrier Assurer) breaks down how broker technology and unmanaged data can be used in court, mitigating nuclear lawsuits, double-brokering traps, and shipper liability at the guard shack. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | July 20

  8. hace 3 d

    US-Mexico Trade Hits $87B, United Cargo Revenue Surges 23%, & Saronic's $3B Texas Shipyard | The Morning Minute

    In this episode, we kick things off by examining a massive milestone for North American cross-border commerce as Mexico remained the United States' largest overall trading partner in May, recording $87.23 billion in two-way trade. Trade between the U.S. and Mexico surged 17.06% year-over-year, fueled by $33.05 billion in U.S. exports and $54.18 billion in imports, with the port of entry in Laredo, Texas, remaining the nation's busiest international trade gateway. Next, we shift over to the air cargo sector where United Airlines is riding a massive wave of disruption-driven pricing power straight to the bank. The carrier's cargo revenue surged 22.6% to $527 million in the second quarter as it benefited from a sharp rise in air cargo rates related to disruptions from the Iran war and the strongest volumes since the Covid-fueled boom in 2020. Higher yields were the main contributor, with global shipping space on aircraft falling more than 12% in the Middle East due to ongoing war risks. Finally, we explore a major bet on American shipbuilding coming to the Texas coast as autonomous maritime technology company Saronic selected the Port of Brownsville for Port Alpha, a planned $3 billion-plus next-generation shipyard that will dramatically expand U.S. shipbuilding capacity while creating up to 10,000 jobs in South Texas. The software-defined facility will focus on building autonomous maritime vessels for commercial and defense applications, initially occupying 835 acres with room to expand to nearly 4,400 acres. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    US-Mexico Trade Hits $87B, United Cargo Revenue Surges 23%, & Saronic's $3B Texas Shipyard | The Morning Minute
Ver todo (2 mil)

Información

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.

Ficha técnica

  • Creado por
    FreightWaves
  • Años en activo
    2023 - 2026
  • Episodios
    2 mil
  • Clasificación
    Apto
  • Derechos de autor
    © FreightWaves
  • Sitio web del podcast
    FreightWaves Today

Quizá también te guste