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FreightWaves

Join the FreightWaves cast and crew every weekday morning at 9 am EST

  1. The Daily | December 29, 2025

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    The Daily | December 29, 2025

    In this episode of The Daily, we explore why Transport Capacity Services is betting on Monterrey to manage the surge in nearshoring activity and cross-border complexity. As manufacturing investment floods northern Mexico, stricter customs enforcement and driver regulations threaten to tighten freight capacity significantly by 2026. To support these long-term trade flows, Union Pacific is developing a massive industrial park near Houston, while developers repurpose facilities like a former Waco bottling plant for distribution. Meanwhile, market distress has forced Standard Forwarding Freight to cease operations after 91 years, signaling how the downturn is punishing leveraged operators. Consolidation continues to reshape the rail sector as GATX and Brookfield complete their acquisition of Wells Fargo’s rail leasing portfolio in a multibillion-dollar joint venture. On the technology front, telematics provider Motive has filed for an IPO, underscoring how software is becoming core infrastructure for fleets facing thin margins. Severe weather is also impacting operations, with Winter Storm Ezra triggering FMCSA hours-of-service waivers across 20 states and prompting warnings for truckers east of I-35 to stay off the roads. Finally, we discuss unconfirmed reports that China may be converting a cargo ship into a missile launcher, a development that could fundamentally alter global supply chain security. Learn more about your ad choices. Visit megaphone.fm/adchoices

    6 min
  2. 23/12/2025

    The Daily | December 23, 2025

    In this episode of The Daily, we explore the rising cost of rigidity as new regulations and market shifts challenge supply chain agility. We analyze how the FRA caps non-English rail crews at 10-mile border zone to create cross-border capacity bottlenecks and discuss New legislation could upend truck broker margins by imposing steep surcharges on carriers with safety violations. Shippers face a difficult balancing act as Inventory management strategy shifts once again toward leaner models, potentially risking stockouts if demand spikes in 2026. Meanwhile, ocean carriers are adopting split strategies, with significant Ocean rates as the New Year promises a good ‘blanking’ for US East Coast, driving up rates while West Coast capacity expands. In the equipment sector, REPOWR’s data shows it cost more in ‘25 for a short-term dry van rental despite a weak market, driven largely by tighter network security efforts. Finally, we look at the Canada Post, mail carriers tentatively agree on labor deal, which secures weekend delivery but locks in operational rigidity by rejecting dynamic routing. We also briefly touch on the STB asks comments on ‘completeness’ of rail merger application as regulators review the 7,000-page document regarding the UP-NS deal. This regulatory scrutiny adds another layer of complexity to an industry already grappling with rapid structural changes. Learn more about your ad choices. Visit megaphone.fm/adchoices

    5 min
  3. 22/12/2025

    The Daily | December 22, 2025

    In this episode of the Daily from FreightWaves, we dive into the escalating risks facing global logistics, starting with a $200K cargo theft that exposes growing fraud schemes in trucking industry and highlights the sophisticated digital deception threatening shippers. Impersonators posing as a global engineering firm used fake paperwork to steal merchandise from a small business, underscoring a reported 29% spike in cargo theft incidents. We also analyze the historic UP, NS: Merger will create 10,000 single-line service lanes, shift 105k truckloads to rail, a strategic move designed to reverse a decade-long decline in rail market share. This massive consolidation targets "watershed markets" and aims to reduce transit times by up to 70 hours on key routes by eliminating costly interchanges. In regulatory news, the New York City bill that targeted Amazon won’t get taken up in 2025, avoiding a potential legal battle over interstate commerce despite having supermajority support in the City Council. Meanwhile, infrastructure concerns take center stage after over-sized cargo strikes six Oklahoma overpasses, forcing closures and prompting an emergency declaration for expensive repairs along the Will Rogers Turnpike. Legal scrutiny intensifies as a judge denies summary judgment in deaf driver applicant’s rejection, allowing a discrimination suit against Wilson Logistics to proceed to trial. On the global front, the Federal Maritime Commission is escalating a dispute as the US weighs sanctions as Spanish port ban escalates over denied docking access for U.S.-flagged vessels bound for Israel. Finally, we discuss the critical distinction highlighted in The Difference Between a Truck Owner and a Business Owner in Trucking, emphasizing how intentional systems—not just hustle—are essential for survival. This episode challenges listeners to consider whether they are building a fragile operation dependent on personal effort or a durable business asset. Learn more about your ad choices. Visit megaphone.fm/adchoices

    6 min

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Join the FreightWaves cast and crew every weekday morning at 9 am EST

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