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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. hace 14 h

    FreightWaves Today | October 7

    In this episode of FreightWaves Today, hosts Julie Van de Kamp and Malcolm Harris break down the latest supply chain headlines, including a major LA rail cargo bust, 247Services' cross-border expansion, and Uber's $2.3B acquisition of ezCater. Trains Magazine Editor Bill Stevens and Trinity Industries CFO Eric Marchetto join the show to analyze recent rail traffic trends, equipment fleet capacity, and trade tariff uncertainties. Malcolm has his meteorologist debut in the SONAR update as he and Julie track Hurricane Isaias's potential impacts on Gulf Coast freight and fuel refining capacity. Finally, John Conrad, Chief Revenue Officer at Evans Transportation Services, stops by the studio to discuss the true meaning of managed transportation, the role of AI in 3PL operations, and current carrier pricing dynamics. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | October 7

  2. hace 18 h

    LAPD Uncovers $1M Stolen Rail Cargo, TA Services Expands Cross-Border, & Uber Acquires ezCater | The Morning Minute

    In this episode, we kick things off in Southern California, where law enforcement just uncovered a massive cache of stolen rail freight hiding in plain sight. Los Angeles Police Department detectives searched a Whittier shoe retailer and discovered 59 pallets of branded merchandise connected to stolen BNSF and Union Pacific rail cargo totaling about one million dollars. The recovered property included Nike, New Balance, Brooks and Sanuk footwear, along with Yeti cups, JanSport backpacks, and Shark vacuums, and led to the arrest of the business owner on suspicion of receiving stolen goods. Meanwhile, a major expansion is reshaping the U.S.-Mexico cross-border logistics landscape. Mansfield, Texas-based third-party logistics provider TA Services announced it has acquired two Texas trucking companies, adding 133 power units and a massive 550,000 square feet of warehousing to its growing cross-border network. The transaction expands TA Services' footprint in El Paso and Laredo—two critical gateways for freight moving between the U.S. and Mexico—and strengthens the company's ability to serve manufacturers in the expanding industrial corridor. Finally, we explore how Uber is making a colossal bet on high-value business deliveries as Uber Technologies agreed to acquire workplace catering platform ezCater for $2.3 billion in an all-cash transaction. The deal combines ezCater's corporate catering business with Uber Eats and Uber for Business, giving Uber access to a large pool of higher-value, scheduled deliveries with an average order value exceeding four hundred dollars. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    LAPD Uncovers $1M Stolen Rail Cargo, TA Services Expands Cross-Border, & Uber Acquires ezCater | The Morning Minute

  3. hace 1 día

    FreightWaves Today | October 6

    The freight industry continues to digest C.H. Robinson's acquisition of RXO, described as the largest brokerage M&A transaction in history. Craig and Julie speak with Chris Wofford, founder and managing partner of Wofford Advisors, for a deeper look at the roughly $5.8 billion transaction, the importance of the $300 million in expected synergies, the challenges Robinson will face in delivering those savings, and what the deal could mean for competition, market consolidation and the next wave of M&A across freight and logistics. The episode also features an in-depth conversation with ImportGenius co-founder and CEO Michael Kanko about what shipment-level trade data reveals about the U.S. economy and the ongoing trade war. Kanko explains how ImportGenius tracks nearly 8 billion international shipment records, offering granular visibility into products, shippers, receivers and sourcing patterns. The discussion covers shifting import activity in China, Vietnam and Mexico, the gap between Chinese and U.S. trade data, compliance and enforcement applications, and the company's push for the Manifest Modernization Act to bring greater transparency to air cargo. The show also takes a closer look at freight capacity through a SONAR market update, challenging the idea that rising operating authorities necessarily mean more trucks are entering the market. Julie examines elevated tender rejections, relatively modest truckload volume growth, declining new-fleet tractor counts and the barriers keeping capacity from returning, including driver availability, insurance, litigation, regulation and diesel costs. The outlook points to a capacity-constrained market through early 2027 and potentially longer, with tractor counts, fleet miles and the gap between tender volumes and rejections emerging as key indicators to watch. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | October 6

  4. hace 1 día

    STG Logistics Names New CEO, FMCSA Doubles HOS Emergency Relief, & Class 8 Orders Jump 18% | The Morning Minute

    In this episode, we kick things off by examining the major leadership changes at STG Logistics, where the intermodal marketing company has installed a new CEO following its massive financial restructuring. Jack Holmes, a UPS veteran who previously led UPS Freight, takes the helm after the company slashed its funded debt by a staggering ninety percent through a pre-packaged Chapter 11 that reduced debt by nearly one billion dollars while securing one hundred fifty million in fresh capital. Over in Washington, truckers responding to regional disasters just received significant regulatory relief as FMCSA published a final rule doubling the automatic hours-of-service exemption period from fourteen days back to thirty days. This change, which took effect immediately, reverses a 2023 policy that had shortened the emergency relief window and is expected to drastically reduce administrative burdens, cutting annual extension requests from approximately fifty down to twenty-five. Finally, we explore the heavy-duty truck market where Class 8 orders climbed eighteen percent in September as fleets navigate murky regulatory terrain heading into model year 2027. While year-to-date orders have surged a massive ninety-five percent compared to last year, the market faces significant uncertainty over upcoming EPA nitrogen oxide emissions requirements, with nonconformance penalties potentially adding six to seven thousand dollars per truck versus eight to twelve thousand for fully compliant engines. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    STG Logistics Names New CEO, FMCSA Doubles HOS Emergency Relief, & Class 8 Orders Jump 18% | The Morning Minute

  5. hace 2 días

    FreightWaves Today | October 5

    The freight industry wakes up to a blockbuster deal as C.H. Robinson announces its acquisition of RXO in what the show describes as the largest transaction in freight brokerage history. Craig and Julie break down the roughly $5.8 billion deal, the $300 million in expected synergies, the strategic rationale behind the acquisition, and what the combination could mean for competition and further consolidation across the brokerage market. The episode also features an in-depth conversation with Estes President and COO Webb Estes, about the current freight market, including strong tonnage growth, available trucking capacity, regional freight trends, manufacturing, retail and grocery demand, and the outlook for the next phase of the freight cycle. The discussion explores Estes' emphasis on customer transparency, employee retention and service, along with the company's plans for a new Chattanooga-area cross-dock facility. Later, the show returns to the C.H. Robinson-RXO deal with John Kingston for a deeper look at Dave Bozeman's transformation of C.H. Robinson, the role of technology and AI, the companies' recent financial performance, and why the transaction could become a catalyst for additional M&A throughout the freight industry. The episode also includes a Highway Verified segment covering a major cocaine seizure at the Lewiston Bridge and a cargo theft involving a redirected shipment of glycerin, plus a preview of the upcoming F3: Future of Freight Festival in Chattanooga. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | October 5

  6. hace 2 días

    C.H. Robinson Acquires RXO, Truckload's Mixed Signals, & NMFTA Cybersecurity Portal | The Morning Minute

    In this episode, we kick things off by examining a powerful new cybersecurity defense tool as the freight industry battles escalating digital threats. The National Motor Freight Traffic Association has launched a comprehensive threat reporting portal where companies can anonymously share attack data to help protect the entire sector. By pooling intelligence on hacker tactics and breach indicators, carriers and logistics providers can stop bad actors from simply recycling the same playbook across multiple targets. Next, we discuss a massive consolidation move reshaping the third-party logistics landscape as C.H. Robinson announced its acquisition of RXO in a major cash-and-stock transaction. The deal values RXO shares at thirty dollars and twenty-five cents each and will significantly expand the country's largest 3PL by combining complementary brokerage, managed transportation, global forwarding, and last-mile capabilities into one diversified multi-modal powerhouse. Finally, we explore the genuinely puzzling dynamics unfolding in the truckload market where spot rates are climbing rapidly even as actual freight volumes decline. The National Truckload Index has surged more than ten percent since late August and now sits fifty percent higher year-over-year, yet the accepted load volume index has fallen below its twelve-month average. Analysts point to sharply rising diesel costs as a key culprit, squeezing carrier cash flow as fuel expenses spike before revenue adjusts upward. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    C.H. Robinson Acquires RXO, Truckload's Mixed Signals, & NMFTA Cybersecurity Portal | The Morning Minute

  7. hace 5 días

    FreightWaves Today | October 2

    Craig Fuller and Julie Van de Kamp sit down with Triumph Financial CEO Aaron Graft to discuss the latest Mile Marker data, the shift toward “defensible capacity,” changing broker margins and why new carrier formation remains unusually low. The episode also looks at the growing connection between ocean and domestic freight. Matt Anderson of WiseTech Global explains the company’s new Ocean Freight Risk Outlook, why reliability is becoming more important than rates on some trade lanes, and what shippers should consider heading into peak season. Plus, the show covers major freight headlines including the Savannah port expansion, CMA CGM’s acquisition of FedEx Supply Chain and a major cocaine seizure at the U.S.-Canada border. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | October 2

  8. hace 5 días

    Savannah Terminal Hits 60%, $6M Cocaine Seizure, & CMA CGM Acquires FedEx Supply Chain | The Morning Minute

    In this episode, we kick things off by examining a massive infrastructure milestone at the Georgia Ports Authority where the $1.6 billion redevelopment of Ocean Terminal has officially surpassed the 60% completion mark. The sprawling expansion will drastically transform Ocean Terminal's annual capacity from 200,000 twenty-foot equivalent units to a staggering 1.75 million TEUs, forming a central component of Georgia Ports' broader ten-year master plan calling for approximately $5 billion in capacity investments across the state. Meanwhile, we explore a stark reminder of why border enforcement remains critical in both directions as U.S. Customs and Border Protection officers uncovered approximately 450 pounds of cocaine hidden beneath the floor of an empty semi-trailer headed toward Canada at Lewiston Bridge in New York. The narcotics carried an estimated street value of about $6 million, and investigators ultimately uncovered 174 vacuum-sealed packages inside the modified trailer structure after a CBP canine alerted during initial inspection. Finally, we break down how France-based shipping conglomerate CMA CGM Group has officially completed its $1.4 billion acquisition of FedEx Supply Chain, the contract logistics arm of FedEx Corp. The blockbuster purchase significantly expands Ceva Logistics's contract logistics operations in North America, tripling the warehouse footprint by adding about 34 million square feet and 130 customers, while the combined business now operates approximately 150 warehouses across more than 240 North American locations. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Savannah Terminal Hits 60%, $6M Cocaine Seizure, & CMA CGM Acquires FedEx Supply Chain | The Morning Minute
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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.

Información

  • Creador
    FreightWaves
  • Años de actividad
    2023 - 2026
  • Episodios
    2 k
  • Clasificación
    Apto
  • Copyright
    © FreightWaves
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    FreightWaves Today

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