FreightCasts

FreightWaves

A full trailer load of freight podcasts from FreightWaves. Enjoy shows like the award-winning WHAT THE TRUCK?!? podcast, Put That Coffee Down, Freightonomics, Fuller Speed Ahead, Great Quarter, Gals and more with one click of the subscribe button. One freight feed to rule them all!

  1. RXO Projects Q2 Turnaround, Tariff Refunds Flow, & Non-Domiciled CDL Challenge Denied | The Morning Minute

    2 HR AGO

    RXO Projects Q2 Turnaround, Tariff Refunds Flow, & Non-Domiciled CDL Challenge Denied | The Morning Minute

    In this episode, we kick things off by examining a major freight broker navigating a brutally tough first quarter but projecting a significant turnaround ahead. RXO released its earnings Thursday morning, reporting a first-quarter adjusted EBITDA of just six million dollars, down sharply from twenty-two million dollars a year earlier. Despite compressed margins, the company aggressively shifted its strategy by increasing its spot mix to thirty-three percent of volume, helping produce what RXO described as the largest sequential increase in gross profit per load in more than three years. Looking ahead, the broker is forecasting a much stronger second quarter with adjusted EBITDA expected to land between twenty-seven million dollars and thirty-seven million dollars. Next, we explore the trade sector where billions of dollars in tariff refunds are finally beginning to flow through a newly launched federal portal. U.S. Customs and Border Protection rolled out its Consolidated Administration and Processing of Entries tool, known as CAPE, on April twentieth within the Automated Commercial Environment portal. The digital platform is processing claims far more efficiently than anticipated, with refunds potentially arriving in early May. However, a massive readiness gap is emerging, as CBP estimates roughly forty-six billion dollars in refunds is currently stalled for importers that have not completed ACH refund authorization or established proper portal access. Finally, we cover a controversial regulation governing commercial driver's licenses as a federal court denied a request to block the rule for non-domiciled drivers on Tuesday. A three-judge panel in the U.S. Court of Appeals for the District of Columbia denied a motion seeking to stay enforcement of FMCSA's rule, which became effective March sixteenth and specifies that non-domiciled CDLs are available only to H-2A, H-2B, and E-2 visa holders, excluding asylum seekers, asylees, DACA recipients, refugees, and people with temporary protected status. While the stay was denied, the combined cases will move forward with petitioners' briefs due June fifteenth and oral arguments expected in September. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    4 min
  2. GXO Q1 Revenue Surge, Baltimore Terminal Groundbreaking, & Panama Port Bidding | The Morning Minute

    1 DAY AGO

    GXO Q1 Revenue Surge, Baltimore Terminal Groundbreaking, & Panama Port Bidding | The Morning Minute

    In this episode, we kick things off by examining a critical early bellwether for the logistics sector as GXO Logistics posts double-digit revenue growth in the first quarter, easily topping Wall Street expectations. The Greenwich-based contract logistics giant reported revenue of three point three billion dollars, up nearly eleven percent year over year, while swinging back to profitability with five million dollars in net income compared to a ninety-five million dollar loss a year earlier. CEO Patrick Kelleher highlighted record commercial pipeline momentum and the company's aggressive push into AI, automation and robotics to drive efficiency across strategic growth sectors. Next, we head to the mid-Atlantic port sector where Tradepoint Atlantic and MSC break ground on a massive Baltimore container terminal that developers hope will fundamentally reshape intermodal shipping in the region. The partners plan to invest one point two billion dollars to build the one hundred sixty-eight-acre Sparrows Point Container Terminal on the site of a former Bethlehem Steel mill, creating annual capacity of more than one million containers with berthing for two ultra-large vessels and seven ship-to-shore cranes. The terminal's first berth is scheduled for completion by two thousand twenty-eight, with full build-out targeted for two thousand thirty. Finally, we explore the geopolitical battle brewing over strategic canal infrastructure as Panama's bidding process for seized container terminals appears stacked against U.S. companies, according to a source familiar with the matter. After Panama's Supreme Court invalidated Hong Kong-based CK Hutchison's concessions to run terminals at Balboa and Cristobal—key transshipment hubs connecting Asia-Americas trade routes—the government seized control and assigned temporary operating rights to APM Terminals while preparing a new concessions process. Despite President Trump's stated intentions for significant U.S. presence at the canal, American companies like SSA Marine and Ports America are not expected to score well under Panama's evaluation criteria. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    4 min
  3. UP's Merger Breakup Terms, Maersk Clears Strait of Hormuz, & Amazon Supply Chain Launch | The Morning Minute

    2 DAYS AGO

    UP's Merger Breakup Terms, Maersk Clears Strait of Hormuz, & Amazon Supply Chain Launch | The Morning Minute

    In this episode, we kick things off by examining Union Pacific's massive eighty-five billion dollar acquisition of Norfolk Southern and the railroad's newly disclosed conditions for walking away from the deal. UP has made clear it will abandon the merger if the Surface Transportation Board orders widespread trackage rights or line sales as approval conditions, though it would accept a requirement to spin off one duplicative main line between Kansas City and St. Louis. If burdensome conditions trigger Union Pacific's exit, it will owe Norfolk Southern a staggering two point five billion dollar breakup fee. Meanwhile, out on the water, a critical geopolitical milestone unfolded in one of the world's most strategic maritime chokepoints. A Maersk ro-ro carrier became the first U.S.-flag vessel to safely exit the Strait of Hormuz under American naval protection after months in the Persian Gulf. The Alliance Fairfax, operated by Farrell Lines and part of the Maritime Security Program, completed the high-stakes transit at a fraught time as the U.S. and Iran exchanged threats amid a fragile ceasefire. Finally, we explore Amazon's aggressive expansion into third-party logistics as the e-commerce giant officially rebranded its freight and fulfillment services under the unified Amazon Supply Chain Services umbrella and opened them to all businesses. Backed by over eighty thousand trailers and one hundred freighter aircraft, the move transforms Amazon into a direct competitor to traditional carriers, with early clients including Procter & Gamble and American Eagle Outfitters. Wall Street reacted sharply, sending UPS stock down nine point five percent on fears of massive disruption to the freight transportation industry. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    3 min
  4. 12 Months Later: A Report Card on Trump’s Trucking Executive Order

    2 DAYS AGO

    12 Months Later: A Report Card on Trump’s Trucking Executive Order

    In this FreightWaves Special Report, FreightWaves contributor Rob Carpenter sits down with FMCSA Administrator Derek Barrs to discuss the state of the trucking industry exactly 12 months after President Trump's executive order.Administrator Barrs provides a candid "report card" on the agency's progress, emphasizing that while they have seen successes, there is still a lot of work left to do to achieve sustainable, long-term growth. The two discuss the FMCSA's commitment to rooting out "bad actors" to elevate the trucking profession, the realities of the government rulemaking process, and the ultimate goal of the agency: reducing fatalities and making our highways safer.Key Topics Covered:- The 12-Month Report Card: Assessing the successes and the remaining work needed following the executive order.- Enforcement Posture: Why consistent enforcement and weeding out bad actors is vital for compliant carriers.- State Partnerships (MCSAP): How the FMCSA works with state agencies to ensure uniform training and enforcement across the country.- Safety First: The personal and professional drive to reduce highway fatalities and ensure crash victims' lives are not lost in vain.- The Wheels of Government: Administrator Barrs explains why the regulatory process takes time and why following the legal framework is necessary to create rules that hold up in court. Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    26 min
  5. The “Yellow” Curse: Why This Color is Killing Logistics Giants | WHAT THE TRUCK?!?

    2 DAYS AGO

    The “Yellow” Curse: Why This Color is Killing Logistics Giants | WHAT THE TRUCK?!?

    On this Monday, May 4th edition of What the Truck?!?, hosts Malcolm Harris and Michael Vincent dive into major industry shifts, ranging from Amazon’s massive logistics expansion to the growing fragility of global oil supply chains. Amazon Opens the Gates: Amazon is officially opening its entire logistics network—including freight distribution and parcel shipping—to businesses of all sizes. Michael Vincent notes this solidifies Amazon as a major logistics threat to incumbents like FedEx and UPS. The “Yellow” Omen: The hosts discuss a superstitious pattern in transportation: asset-heavy companies using the color yellow often face grim futures. They note the recent closure of Spirit Airlines, which ceased operations this past weekend after 43 years. Mass Layoffs in Alcohol Distribution: Republic National Distributing Company is planning widespread layoffs, impacting thousands of workers across Texas, Florida, and other major markets as they restructure and transfer assets. Tech & Crime: * Kodiak AI is accelerating its hardware production in partnership with Bosch to industrialize autonomous driving. Ronald joins the show to discuss the “fragility” of the global supply chain amidst surging oil prices and geopolitical tensions in the Strait of Hormuz. Special Guest: Ronald Kleijwegt | CEO of Vinturas Watch on YouTube Visit our sponsor - TAYLOR AND MARTIN Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

    46 min

About

A full trailer load of freight podcasts from FreightWaves. Enjoy shows like the award-winning WHAT THE TRUCK?!? podcast, Put That Coffee Down, Freightonomics, Fuller Speed Ahead, Great Quarter, Gals and more with one click of the subscribe button. One freight feed to rule them all!

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