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. 13 h fa

    FreightWaves Today | July 10

    It’s Friday, and while the domestic spot market is hitting a bit of a post-holiday summer lull, the freight industry at large is facing massive structural, legislative, and tech shifts. In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp sit down with top industry analysts and experts to break down the biggest headlines moving the market this week. We dive deep into a jaw-dropping $104 million nuclear jury verdict against Mesilla Valley Transportation, unpack the EPA’s newly finalized 470-page NOx emissions regulations, and discuss reports that tech giant Trimble is planning to sell off its transportation division. Plus, maintenance and legal expert Matt Loeffler stops by for Freight Expectations to sound the alarm on a sophisticated new type of trailer leasing fraud emerging on social media. Featured guests: Lee Klaskow (Senior Transportation Analyst, Bloomberg Intelligence): Joins us to break down Wall Street's red-hot interest in truckload and LTL stocks, why the current capacity correction feels more structural than cyclical, and what to expect from the upcoming Q2 earnings season. Bart De Muynck (Founder, Bart De Muynck LLC): Weighs in on reports that Trimble is looking to divest its transportation unit. We discuss why European software like Transporion often struggles to gain a foothold in North America, and how modern architecture and real-time AI solutions are shifting the enterprise software landscape. Matt Leffler (The Armchair Attorney): Returns for Freight Expectations to dissect the legal mechanics of the massive $104M verdict, how cross-border carriers manage equipment safety, the heavy technical/cost burden of the EPA's new diesel aftertreatment regulations, and a dangerous new asset scam hitting independent truckers. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    2 h
  2. STG Exits Chapter 11, $104M Wrongful Death Verdict, & USPS Flies Mail for UPS | The Morning Minute

    18 h fa

    STG Exits Chapter 11, $104M Wrongful Death Verdict, & USPS Flies Mail for UPS | The Morning Minute

    In this episode, we kick things off by examining a strategic financial comeback landing at precisely the right moment for the intermodal sector. STG Logistics has emerged from Chapter 11 protection after slashing its funded debt by approximately ninety percent and securing one hundred fifty million dollars in fresh capital from Fortress, Fidelity and Invesco. The timing couldn't be better: intermodal is currently thirty-one percent cheaper than over-the-road truckload service, helping drive an eight percent year-over-year increase in total intermodal traffic on U.S. Class I railroads during the second quarter. Next, we explore a major wrongful death verdict sending shockwaves through the truckload sector. An El Paso jury has awarded one hundred four million dollars against Mesilla Valley Transportation and one of its drivers following a fatal crash in twenty twenty where an MVT driver and company trainer fell asleep at the wheel, causing his tractor-trailer to drift onto the shoulder and strike a parked box truck, killing co-driver Orlando Robles who was asleep in the sleeper berth. The jury awarded Robles' son twenty million dollars in compensatory damages and seven point five million dollars in punitive damages, with the overall verdict totaling one hundred four million dollars for the surviving family. Finally, we unpack a costly contractual bind forcing the U.S. Postal Service to fly mail it would rather send by truck. According to a report from the agency's Office of Inspector General, postal officials are spending more than intended because minimum volume commitments under its UPS air cargo contract prevent shifting more pieces to cheaper surface transportation. The percentage of First-Class mail traveling by air skyrocketed from two percent in October twenty twenty-four to fifty percent by March twenty twenty-five, directly contradicting the Postal Service's broader strategy to shift volume to trucking contractors and save money. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    4 min

  3. 1 g fa

    FreightWaves Today | July 9

    Welcome back to FreightWaves Today! In this jam-packed episode, we break down why the freight market is showing intense resilience during a typical holiday lull and look ahead at what could be the next massive freight super cycle. From massive rail network mergers to the latest macro-economic strains shifting supply chains, we’ve got the data, the insights, and the expert perspectives you need to stay ahead of the curve. Anne Reinke, President & CEO of the Intermodal Association of North America (IANA), joins the show to discuss why domestic intermodal is booming, tackling data fragmentation via AI, and battling the disturbing rise of mid-transit cargo theft. Chris Wofford, Managing Partner of Wofford Advisors, weighs in on the return of private equity, capital deployment, asset vs. asset-light valuations, and whether structural changes are driving an industry consolidation "barbell." Zach Strickland is joined by Dr. Zach Rogers to unpack the latest Logistics Managers' Index (LMI) data. Discover the widening divide between large and small firms, inventory stocking trends, and why transportation utilization has hit its highest rate expansion in eight years. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    2 h 2 min
  4. UP-NS Merger Exclusive, NYC Amazon DSP Bill Stalls, & Mexico Driver Shortage Worsens | The Morning Minute

    1 g fa

    UP-NS Merger Exclusive, NYC Amazon DSP Bill Stalls, & Mexico Driver Shortage Worsens | The Morning Minute

    In this episode, we kick things off with an exclusive look inside the massive rail merger that could reshape the U.S. economy. During the July Fourth weekend celebration in Philadelphia, FreightWaves spoke with Union Pacific CEO Jim Vena and Norfolk Southern CEO Mark George about their pending merger alongside the iconic Big Boy No. 4014 steam locomotive. As the Surface Transportation Board begins its formal review, the executives remain highly optimistic about approval despite extensive regulatory hurdles ahead. Meanwhile, a potentially groundbreaking New York City law targeting Amazon and its Direct Service Providers has gone quiet for the summer, but sources say significant changes may be brewing. The proposed Delivery Protection Act shows no action since an April public hearing as amendment season unfolds behind closed doors. The legislation would prohibit subcontracting deliveries and require all last-mile workers to be directly employed by facility operators, though backers appear open to changes including a possible joint employer structure. Finally, we explore Mexico's trucking industry as it faces a brutal driver shortage that's threatening cross-border trade and domestic freight movement. A new survey by the International Road Transport Union reveals that fourteen percent of commercial driver positions in Mexico are sitting vacant, the second highest rate among eighteen markets surveyed. With roughly ninety thousand trucks currently sitting idle due to the shortage, and that figure potentially climbing above one hundred eight thousand by 2028, the crisis poses a critical threat to manufacturers and exporters that depend on road transportation. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    4 min

  5. 2 gg fa

    FreightWaves Today | July 8

    Welcome to Freight Racing Day! It’s Wednesday, which means we are diving deep into the massive waves of data shaping the industrial economy. From the newly released Logistics Managers Index (LMI) to record-breaking rail reports, we are breaking down everything you need to know about the current, highly robust state of the freight market. In this episode, we address major industry shifts—including the brutal California regional operating environment that led to the sudden shutdown of Mountain Valley Express. We also dive into the rising complexities of "digital secondary accidents" and how legal engineering is targeting transportation brands online. Finally, we analyze the booming numbers in the raw materials sector and head over to the Middle East for a crucial geopolitical update on the Strait of Hormuz. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    2h 1m
  6. UP-NS Merger Data Submitted, DHL Earnings Soar, & Mountain Valley Express Shuts Down | The Morning Minute

    2 gg fa

    UP-NS Merger Data Submitted, DHL Earnings Soar, & Mountain Valley Express Shuts Down | The Morning Minute

    In this episode, we kick things off by examining the latest developments in the proposed mega-merger between Union Pacific and Norfolk Southern. The two Class I railroads just submitted critical new data requested by the Surface Transportation Board addressing control questions over key interchange terminals and equipment cooperatives. Despite delays in formal review, the partners remain committed to closing their massive eighty-five billion dollar deal by mid-2027. Shifting gears to the parcel sector, we explore how DHL Group raised its full-year earnings forecast after posting remarkable second-quarter results that included a twenty-nine percent jump in pre-tax income. The Germany-based logistics giant attributed the strong performance to favorable demand conditions compared to the tariff-impacted prior year, efficiency savings, and staggering capacity constraints in air cargo driven by the Iran war. Finally, we cover the harsh realities of the freight recession as another LTL carrier confirms it has shut down operations effective July seventh. Mountain Valley Express, a small regional operator with thirteen terminals across California, Arizona, and Nevada, is the latest casualty in a brutal operating environment that has claimed numerous carriers despite aggressive growth plans announced just months earlier. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    4 min

  7. 3 gg fa

    FreightWaves Today | July 7

    In this packed episode of FreightWaves Today, hosts Craig and Julie dive deep into the major issues transforming the logistics world right now—from massive international cargo theft rings to the critical deployment of emergency technology in global disaster zones. First, we tackle the latest headlines exposing a staggering $10 million international freight fraud indictment. Then, we explore how freight tech providers are integrating real-time databases to fight identity theft and double brokering at no additional cost. Finally, we cover the financial shifts on the rails as Greenbrier reports a softer second quarter but raises dividends. Featured Guests: Tony Urban – Executive Vice President of Transportation Information Systems at Cass Information Systems. Tony (the "OG" of freight bill processing) shares how Cass leverages its stability as a federally regulated bank to help shippers secure working capital, reduce friction, and build layered security protocols to combat pervasive payment fraud. Vidya Sampath (Senior Product Manager of Disaster Relief) & Jeff Schweitzer (Principal Technical Product Manager for Disaster Relief) – Amazon. The tech and retail giant breaks down how they utilize their massive global footprint, dedicated fulfillment hubs, and rapid-response tech kits to deliver power and communication infrastructure to disaster areas like Venezuela and the Mariana Islands in a matter of hours. John Kingston – Market Expert & Journalist. John breaks down the unprecedented "nutty" crack spread that has blown out to levels never seen before, highlighting a major divergence between collapsing wholesale crude numbers and stubbornly high retail diesel prices. Michelle Livingstone – Supply Chain Veteran & Board Member. Drawing from her decades of leadership at Home Depot and major transportation boards, Michelle talks about the evolution of hurricane response, the massive value of aiming for "Shipper of Choice" status, and the urgent need to empower and bring more women into logistics leadership roles. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    2 h 2 min
  8. $10M Cargo Theft Ring Busted, AscendTMS Fights Fraud, & Greenbrier Q2 Earnings Slip | The Morning Minute

    3 gg fa

    $10M Cargo Theft Ring Busted, AscendTMS Fights Fraud, & Greenbrier Q2 Earnings Slip | The Morning Minute

    In this episode, we kick things off by examining a massive criminal indictment that reveals the scope of organized freight fraud across the United States. Federal prosecutors have charged eight individuals in an alleged international conspiracy that stole at least ten million dollars in cargo over a three-year period, targeting everything from electronics and liquor to meat and cryptocurrency mining machines. The criminal organization allegedly impersonated legitimate carriers to obtain transportation contracts, then diverted freight and removed tracking devices before selling the stolen goods. Meanwhile, the industry is fighting back against this pervasive fraud threat with powerful new technology tools. We explore how AscendTMS has integrated SearchCarriers into its carrier verification platform, giving freight brokers and shippers access to real-time carrier and broker data at no additional cost. This collaboration is designed to help transportation providers combat freight fraud, double brokering, identity theft and unsafe carrier selection while simplifying due diligence across over sixty-nine thousand companies worldwide. Finally, we shift over to the rails to discuss the challenges facing major equipment manufacturers in a tough market environment. Railcar maker Greenbrier reported weaker second-quarter earnings as lower railcar deliveries weighed on revenue, with earnings per share coming in at just forty-seven cents versus eighty-nine cents in analyst estimates. Despite serious margin pressure, management raised the quarterly dividend by six percent and updated full-year guidance upward, signaling continued confidence in cash generation. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    4 min
Elenco completo (2K)

Descrizione

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.

Informazioni

  • Creatore
    FreightWaves
  • Anni di attività
    2023 - 2026
  • Puntate
    2K
  • Classificazione
    Contenuti espliciti
  • Copyright
    © FreightWaves
  • Sito web del podcast
    FreightWaves Today

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