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. 2시간 전

    July PMI Hits 4-Year High, STG Drayage Misclassification Settlement, & Atlas Air Invests | The Morning Minute

    In this episode, we kick things off by examining a manufacturing surge that's creating serious momentum across the freight landscape. July's Institute for Supply Management Manufacturing PMI jumped to 55.6, the highest reading since May 2022 and well ahead of analyst expectations. This manufacturing recovery is showing up directly in less-than-truckload volumes, with four publicly traded LTL carriers reporting tonnage up 2.6 percent year over year in the second quarter, and preliminary July results showing even stronger growth at 5.1 percent year over year. Next, we discuss a major driver misclassification case as drayage drivers who hauled for STG Logistics in New Jersey are eligible for a piece of a more than $2.2 million payout following the settlement. The suit, which dates back to 2023, was the first filed under a 2021 New Jersey law targeting employers who misclassified full-time workers as independent contractors. Eligible drivers can receive a lump sum based on their earnings from January 2017 to the present. Finally, we explore how a strategic investment is expanding global widebody cargo capacity as Atlas Air Worldwide Holdings completed its transaction to take a 49 percent stake in Iceland-based Air Atlanta, the all-cargo carrier and lessor announced on Monday. As part of the deal, Atlas subsidiary Titan Aviation acquired fourteen widebody freighter aircraft owned by Air Atlanta and leased them back, while Air Atlanta's CEO and vice presidents acquired a 51 percent controlling interest in the operating companies. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    July PMI Hits 4-Year High, STG Drayage Misclassification Settlement, & Atlas Air Invests | The Morning Minute

  2. 20시간 전

    FreightWaves Today | August 3

    Craig and Julie have a jam packed show to start of the week! FreightWaves Finance Editor, Todd Maiden, starts things off talking railroad earnings. He breaks down how major carriers like Schneider National handily beat expectations, signaling the early stages of a capacity-constrained rate recovery. Schneider captured double-digit rate increases on contract renewals during Q2. Zak Andersoe, Chief of Staff and VP of Corporate Relations at BNSF, outlined why the railroad strongly opposes the proposed merger between Union Pacific (UP) and Norfolk Southern (NS). He explains how the merger creates an unprecedented level of market power (over 50% market share in the combined entity), which BNSF argues will ultimately raise prices and reduce competition for shippers—particularly bulk and carload shippers who lack competitive alternatives. Trent Broberg, CEO of FullBay, highlighted key trends and operational pressures across heavy-duty maintenance shops. Brian Fielkow, EVP of Risk Resources at Acrisure, detailed how safety directly drives productivity and enterprise value. Alex Tabarrok, Chair in Economics at George Mason University, presented findings from a white paper on autonomous vehicle (AV) adoption and opposition. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | August 3

  3. 1일 전

    Schneider's Rate Recovery, Aurora's Driverless Pricing, & Enterprise AI's New Battleground | The Morning Minute

    In this episode, we kick things off by examining how Schneider National is aggressively pushing rates higher in a tight capacity environment. The Green Bay-based carrier handily beat second-quarter expectations and raised its full-year outlook, declaring that the truckload market is only in the early stages of rate recovery as it captures double-digit increases on contract renewals. Next, we explore the autonomous trucking sector where Aurora Innovation is spelling out exactly what its driverless technology will cost carriers. The Pittsburgh-based developer reported a second-quarter loss of two hundred seventy million dollars and detailed the per-mile pricing behind its two distinct business models, targeting different revenue ranges for its transportation-as-a-service and driver-as-a-service offerings. Finally, we cover the rapidly evolving enterprise artificial intelligence landscape as a leading CEO argues that the competitive battleground has shifted away from model quality entirely. Speaking at the Supply Chain AI Symposium in Chicago, Reindeer's founder explained that large language models are becoming commoditized and that the real edge now lies in the maintenance layer—detecting when workflows drift and adjusting agents without costly engineering intervention. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Schneider's Rate Recovery, Aurora's Driverless Pricing, & Enterprise AI's New Battleground | The Morning Minute

  4. 3일 전

    FreightWaves Today | July 31

    It’s a action-packed Friday episode of FreightWaves Today! Host Craig Fuller, Julie Van de Kamp, and guest host Max Fuller dive deep into the latest earnings releases, critical market shifts, and major legal developments rocking the supply chain industry. In this episode, we cover: Spotlight on ArcBest: President & CEO Seth Runser joins the show to discuss ArcBest's impressive Q2 performance, signs of an early demand recovery, their strategic rebranding (consolidating Molo and Panther), and the launch of the new ArcBest View platform. Freight Market Deep Dive: A breakdown of 5 key market pillars—from capacity exits and durable spot rates to shifting driver recruiting dynamics. C.H. Robinson & Earnings Roundup: Senior Editor John Kingston drops by to unpack C.H. Robinson's earnings call, headcount reductions, and the lingering overhang of recent litigation. Legacy Carriers & Market Supercycle: Covenant Logistics Founder & CEO David Parker sits down to discuss Covenant’s transition away from one-way OTR, driver market constraints, rising insurance burdens, and why we might be in the early stages of a freight supercycle. Freight Expectations: Transportation attorney Matt Leffler breaks down the massive $604M Lupus Superior nuclear verdict against C.H. Robinson, the legal concept of vicarious liability/co-employment, and why this case represents an existential threat to the freight brokerage model. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | July 31

  5. 4일 전

    $1M Truck Theft Bust, XPO's Record Q2 Results, & Saia's Margin Guidance Disappoints | The Morning Minute

    In this episode, we kick things off with a massive equipment theft bust as law enforcement officers across the Carolinas recovered thirteen semi-trucks, three trailers, and two motor vehicles worth over one million dollars during an ongoing Florence County investigation. Two North Carolina men face grand larceny and conspiracy charges for allegedly stealing nine commercial motor vehicles between November 2022 and October 2025, with the eighteen-vehicle recovery highlighting the critical importance of fast reporting and secure parking controls. Next, we explore the less-than-truckload sector where XPO delivered record-breaking second-quarter results that crushed Wall Street expectations with adjusted earnings per share of one dollar and seventy cents. The Greenwich-based carrier's LTL unit posted a seventy-nine point nine percent adjusted operating ratio, three hundred basis points better year-over-year, with management declaring the industry is still in the early innings of a multiyear double-digit rate growth cycle. Finally, we cover how Saia's softer full-year margin outlook sent shares tumbling twelve percent in midday trading Thursday despite delivering better-than-expected quarterly earnings. The Johns Creek carrier now expects to hit the lower end of its guidance range, with the addition of thirty-three new service centers since 2022 dragging on margins as these fresh facilities still trail the legacy network with operating ratios in the low-ninety percent range. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    $1M Truck Theft Bust, XPO's Record Q2 Results, & Saia's Margin Guidance Disappoints | The Morning Minute

  6. 4일 전

    FreightWaves Today | July 30

    Malcom and Julie are live from the Westin in downtown Chattanooga at the Univar Solutions Carrier Kickoff Event. Key Segments & Highlights Rob McRae (VP of Transportation, Univar Solutions): Explains the strategy behind Univar's Carrier Kickoff and why investing in face-to-face relationships with carriers—especially in the specialized chemical and liquid bulk space—creates long-term reliability and market protection. Details what it takes to be awarded "Shipper of Choice," including driver engagement, internal talent recruitment, and maintaining disciplined, service-focused carrier scorecards. Brad Hadley (VP of National Accounts, Saia LTL Freight): Analyzes the industry shift of shipments moving from truckload to less-than-truckload (LTL) as truckload capacity tightens and rates rise.Highlights Saia's capital investments, terminal expansions, and their internal "Dock-to-Driver" training program designed to develop CDL drivers from within. Brian Riley (VP of National Account Sales, Arrive Logistics): Breaks down the "trilogy" relationship between shippers, carriers, and service providers. Discusses how shippers can navigate tightening capacity, handle lower-volume "tail" lanes, and adopt proactive contract adjustments to avoid volatile spot market pricing. Ben Caplenor (EVP of Operations, LRT Solutions): Shares insights on operational growth, prioritizing service and safety amidst industry headwinds, and how smaller carriers can leverage cost-effective technology to free up team bandwidth. Tyson Wimberly (SVP of Sales & Revenue Management, Covenant Logistics): Discusses Covenant's evolution into a full-service logistics organization, its focus on alternative fuel sustainability, and the critical importance of predictable scheduling and fair pay for professional truck drivers. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | July 30

  7. 5일 전

    FreightWaves Today | July 29

    Join the Craig and Julie as they dive deep into a jam-packed Wednesday broadcast covering the latest Q2 earnings, market trends, rail updates, and freight technology! In This Episode: Market Dynamics & Q2 Earnings Overdrive: The hosts unpack earnings season highlights across the supply chain, analyzing surging revenue metrics, tight capacity, and how asset-based carriers like Werner Enterprises, Night-Swift, and Old Dominion (posting an unheard-of 70.1 operating ratio!) are navigating the market recovery. Trailer Optimization with Repower: Chris Hines, CEO of Repowr ("The Trailer Whisperer"), discusses the launch of TOP (Trailer Optimization Platform). Learn how automating execution layers and managing trailer pools helps carriers eliminate empty miles, improve driver retention, and stop revenue leak. Inside an Employee-Owned Fleet: Brent Nussbaum, CEO of Nussbaum Transportation, shares why transitioning to an ESOP in 2018 transformed their culture, maintained an impressive ~30% turnover rate, and created sustainable growth. Plus, a look at how Nussbaum is leveraging their new pricing technology, BidRight. Rail Industry & STB Merger Updates: Bill Stevens, Editor of Trains Magazine, drops in for the weekly Association of American Railroads (AAR) report. The team breaks down carload and intermodal trends, along with key takeaways from the "Future of Rail" symposium regarding Union Pacific and Norfolk Southern's proposed transcontinental merger. OEM Market Analysis: Chris Versace (Chief Investment Officer at Tematica / Portfolio Manager at TheStreet Pro) analyzes transport stocks, UPS’s restructuring struggles against Amazon Flex, and PACCAR’s strong demand outlook amidst the impending EPA 2027 emissions pre-buy. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | July 29

  8. 6일 전

    FreightWaves Today | July 28

    Live from Chattanooga, Tennessee, hosts Craig Fuller and Julie Van de Kamp broadcast from the Future of Rail Symposium to break down the latest shifts transforming the freight and logistics industry. In this episode, Craig and Julie dive deep into the critical role of freight rail as the backbone of the American industrial economy. They discuss recent market shifts, safety technology investments, regulatory updates, and why AI-driven data center expansion and energy sector growth are creating massive opportunities for rail networks. Plus, they examine the ongoing fallout from recent legal precedents impacting freight brokers and trucking liability. Later in the episode, Zach Strickland (Head of Freight Market Intelligence) sits down with FreightWaves rail and intermodal expert Stuart Charles to dissect the latest SONAR market data. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | July 28
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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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    FreightWaves
  • 방송 연도
    2023년 - 2026년
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    2천
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    © FreightWaves
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