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. hace 14 h

    FreightWaves Today | November 4

    Freight markets remain tight as shippers navigate rising transportation costs, rail disruptions, and uncertainty heading into the holiday peak season. Meanwhile, the rapid growth of autonomous vehicles is raising an important question: how do we measure whether self-driving trucks and vehicles are truly safe to operate? On this episode of FreightWaves Today, Julie Van de Kamp and Zach Strickland break down the latest freight market data, examine major transportation earnings, and welcome experts to discuss autonomous vehicle safety and the latest developments across North American rail. In this episode: 🤖 The Future of Autonomous Vehicle Safety with Luc Vincent, Special Advisor at Empiric Earth: Why autonomous vehicles need more than billions of routine driving miles to prove they are safe. Vincent explains how rare real-world events—such as near misses, road debris, flooding, severe weather, and unusual driver behavior—can help train and validate autonomous systems. He also introduces APEX, Empiric Earth's developing safety-testing framework designed to measure autonomous vehicle performance across different driving scenarios and potentially provide a standardized scorecard for regulators. 📊 SONAR Market Update with Zach Strickland: A look at truckload tender rejections, spot rates, and capacity trends as the market approaches the holiday season. Zach examines why the dry van market remains tight despite some softening in rejection rates, why refrigerated capacity is especially constrained, and which markets are showing the strongest rate increases. He also highlights Los Angeles as a market to watch amid potential port disruptions and shifting intermodal volumes. 🚂 Rail Market Update with Bill Stephens, Trains Magazine Editor: The latest Association of American Railroads traffic numbers, including North American rail traffic growth, intermodal volumes, carloads, and key commodity trends. Stephens explains how severe flooding in New Mexico disrupted BNSF's Southern Transcon and how a technology outage at CSX affected train operations and interchanges. The conversation also explores the ripple effects on Los Angeles and Long Beach port operations, railcar positioning, third-quarter railroad earnings, fuel surcharge revenue, and productivity. 📈 Transportation Earnings and Freight Headlines: A closer look at Expeditors International's strong third-quarter results, growth in airfreight and ocean volumes, and the impact of AI infrastructure demand. The hosts also discuss GXO Logistics' record new business wins and sales pipeline, along with ArcBest's latest LTL and brokerage results. They examine how heavier shipments, higher fuel costs, and fuel surcharge revenue are shaping transportation company performance. ⛽ Diesel Market Volatility: The latest movement in diesel and crude oil prices, including the sharp futures selloff tied to geopolitical headlines and the rapid rebound as uncertainty surrounding negotiations continued. Plus, the latest supply chain developments: Potential labor disruption at the Ports of Los Angeles and Long Beach, and what a strike could mean for peak-season freight. Flooding-related service interruptions along a major BNSF intermodal corridor. The CSX technology outage and its impact on rail network operations. Tight refrigerated capacity and changing spot market conditions across key freight markets. The transportation industry is facing a complicated mix of tight capacity, rising costs, infrastructure challenges, and rapidly evolving technology. Get the latest data, analysis, and industry perspectives on FreightWaves Today. Subscribe to FreightWaves for the latest transportation news, freight market intelligence, and supply chain insights. #FreightWaves #FreightWavesToday #FreightMarket #Trucking #AutonomousVehicles #SONAR #RailFreight #Intermodal #SupplyChain #Logistics #DieselPrices Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | November 4

  2. hace 19 h

    Expeditors' AI-Fueled Quarter, GXO Record Contract Wins, & Diesel Futures Whipsaw | The Morning Minute

    In this episode, we kick things off by examining the stellar third-quarter performance at logistics giant Expeditors International, where revenue surged 42% year-over-year to $4.1 billion, heavily boosted by hyperscaler demand from tech giants building out AI infrastructure. The asset-light customs broker and freight forwarder saw diluted earnings per share climb 61% to $2.65, crushing Wall Street consensus by 42 cents, while airfreight volume accelerated throughout the quarter—rising 8% in July, 13% in August, and 19% in September. Next, we explore the warehousing sector where contract logistics provider GXO Logistics is riding a wave of momentum with third-quarter revenue of $3.59 billion and organic revenue growing 6.4%—the fastest pace in over three years. The company secured $375 million in new business wins during the quarter, a massive 34% year-over-year increase, while its sales pipeline swelled to a record $3.1 billion, signaling robust demand for outsourced warehousing and supply chain services. Finally, we cover the dramatic volatility gripping diesel markets as geopolitical headlines whipsaw oil traders. While the DOE's benchmark retail diesel price fell six cents to $6.29 per gallon, the December ultra low sulfur diesel futures contract plunged 25.45 cents on Monday to $4.42—the lowest level since October 6th. Brent crude crashed 10.94% on hopeful news about U.S.-Israel-Iran negotiations, only to rebound Tuesday when reports emerged that Iran and the U.S. were "far from a deal." Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Expeditors' AI-Fueled Quarter, GXO Record Contract Wins, & Diesel Futures Whipsaw | The Morning Minute

  3. hace 1 día

    FreightWaves Today | November 3

    Freight markets are tightening, diesel prices are creating new challenges for carriers, and the latest economic indicators suggest stronger freight demand could be on the horizon for 2027. On this episode of FreightWaves Today, Julie Van de Kamp and Malcolm Harris break down the latest headlines and welcome an impressive lineup of industry experts to discuss what’s happening across transportation, trucking, and the broader supply chain. In this episode: Freight Market Outlook with Chris Pickett, Chief Commercial Officer at Flock Freight: How shippers and carriers are adapting to rising truckload rates, constrained capacity, and higher fuel costs. Pickett explains how shared truckload can help shippers reduce transportation costs, improve trailer utilization, and navigate an increasingly challenging freight market. He also shares his outlook for freight rates heading into 2027. SONAR Market Update with Julie Van de Kamp: A deep dive into the latest ISM Manufacturing PMI and Logistics Managers Index (LMI) reports. Julie examines manufacturing growth, transportation capacity, rising logistics costs, tender rejections, and freight volumes to explain why capacity constraints could persist into 2027. Trucking Insurance with Peter Niro of Progressive: What motor carriers need to understand about underwriting, managing risk, cargo coverage, refrigerated freight claims, and controlling insurance costs. Niro also discusses how safety technology and accurate operational data can help fleets protect their businesses. Diesel Market Update with John Kingston, FreightWaves Editor-at Large: An in-depth look at the latest diesel price movements, global oil market volatility, geopolitical uncertainty, declining fuel inventories, and what carriers and consumers could face heading into winter. Plus, the latest freight headlines: Operation Guardian and increased federal and state scrutiny of CDL eligibility. P.A.M. Transportation's third-quarter financial results and ongoing truckload cost pressures. Manufacturing growth and what improving new orders could mean for future freight demand. The freight market is changing quickly. Stay informed with the data, analysis, and conversations that matter to trucking and supply chain professionals. Subscribe to FreightWaves for the latest transportation news, market intelligence, and industry insights. #FreightWaves #FreightWavesToday #Trucking #FreightMarket #SupplyChain #SONAR #DieselPrices #Logistics #Truckload #FreightIndustry Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | November 3

  4. hace 1 día

    230-Plus Immigrants Arrested in CDL Crackdown, Pamt Reports Q3 Loss, & Manufacturing PMI Beats | The Morning Minute

    In this episode, we kick things off by examining a massive federal immigration enforcement operation that swept through the trucking industry last month. Federal and state law enforcement agencies arrested more than 230 undocumented immigrants during a 72-hour crackdown spanning 15 states, with more than 40 commercial driver's license holders detained as part of Operation Guardian. This coordinated enforcement action signals escalating federal and state scrutiny of commercial drivers' immigration status and CDL eligibility nationwide. Next, we explore the truckload sector where Pamt Corp. is struggling to dig out from under relentless cost pressures. The carrier reported a net loss of $8.1 million in the third quarter and posted a brutal 109.1% operating ratio, marking twelve straight operating losses for the truckload unit. Elevated driver procurement costs and spiking diesel fuel prices continue to outpace pricing improvements despite the company's efforts to align customer rates with inflationary increases. Finally, we cover U.S. manufacturing data that is delivering some genuinely encouraging signals for freight demand. Manufacturing supply executives surveyed in October returned a 55.5 reading for the Institute for Supply Management's Manufacturing PMI, beating analyst expectations by a full percentage point. U.S. manufacturing activity remained in growth mode for a tenth straight month, with production expanding to the highest level in five years and directly supporting the modestly improving demand trends that public LTL carriers reported last week. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    230-Plus Immigrants Arrested in CDL Crackdown, Pamt Reports Q3 Loss, & Manufacturing PMI Beats | The Morning Minute

  5. hace 2 días

    FreightWaves Today | November 2

    In today’s episode of FreightWaves Today, Julie and Zach dive into the biggest stories across the supply chain, from record-breaking electric fleet orders to shifting contract rates and Q3 earnings. First, Cristiano Façanha from the Smart Freight Center joins the show to discuss the Zero Emission Truck Shipper-Carrier Alliance Leading Electrification (ZET-SCALE) program’s massive order of 2,500 Class 8 electric trucks, led by Tesla Semis. He breaks down how demand aggregation is bringing down high vehicle costs, why Tesla stood out, and how regional freight hubs are making widespread truck electrification economically viable. Then, Zach breaks down his SONAR "Chart of the Week," analyzing 25 years of Cass freight data to explain why predicting the current freight cycle is a fool’s errand, how the market remains historically volatile, and what today's 12.7% tender rejection rate tells us about market tightness heading into the holidays. Finally, FreightWaves Finance Editor Todd Maiden joins for a deep dive into Q3 earnings. They unpack why LTL carriers like Old Dominion are outpacing margin expectations despite rising diesel prices, how truckload giants like Knight-Swift are capitalizing on spot exposure, and why major carriers expect double-digit contract rate increases in 2027. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | November 2

  6. hace 2 días

    Flexport Volumes Surge 40%, Freight Cycles Defy Forecasting, & Covenant Eyes Double-Digit Hikes | The Morning Minute

    In this episode, we kick things off by examining how artificial intelligence is dramatically reshaping freight forwarding economics. Listen in to learn how Flexport's freight volumes surged 40% while headcount grew only 5%, driven by AI tools deployed across customs, routing, and engineering. The company's ocean peak started early this year, fueled partly by massive tariff refunds following a Supreme Court ruling, while data center cargo now accounts for around 8% of global air freight capacity and is projected to triple next year. Next, we explore a sobering look at freight market history that reveals why each freight cycle over the past 25 years has differed dramatically from the last, making it nearly impossible to forecast when cycles begin and end. The post-Great Recession period set many expectations of what "normal" looks like, but COVID was the freight market's second black-swan event in just three years. Remarkably, rates were up 10% in September while volumes rose only 2%, which is hard to reconcile with weak demand. Finally, we cover a major truckload carrier's aggressive forecast as Covenant Logistics CEO David Parker expects double-digit contract rate hikes in 2027, driven by rising operating expenses, tightening driver capacity, and continued federal safety enforcement. Shippers resetting contracts in recent months are paying about 12.8% more than the rates they replaced, up from 4.1% during the same period last year. Parker also predicts regulators will eventually require third-party ELD certification, noting that 30% of trucks may be operating with manipulated hours-of-service records. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Flexport Volumes Surge 40%, Freight Cycles Defy Forecasting, & Covenant Eyes Double-Digit Hikes | The Morning Minute

  7. hace 5 días

    FreightWaves Today | October 30

    The freight market is showing signs of a shift, and this episode of FreightWaves Today breaks down what the latest carrier earnings reveal about the direction of the industry. Craig and Julie examine third-quarter earnings from Werner, Landstar, Old Dominion, Saia, Schneider and C.H. Robinson, highlighting improving spot market conditions, stronger truckload pricing and continued strength in the LTL sector. The show also features an in-depth conversation with executives from Schneider and Norfolk Southern about their expanded intermodal partnership. They discuss the strategy behind the move, opportunities to convert truck freight to rail, investments in network capacity, and what the partnership could mean for customers as intermodal demand continues to grow. Plus, Premier Trailer Leasing CFO Craig Barth joins the show to explain why trailer utilization is reaching record levels, what's driving demand for newer equipment, and why fleets are increasingly turning to leasing. He also shares an important warning about fraudulent trailer rental listings and how trucking companies can protect themselves from scams. Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | October 30

  8. hace 5 días

    RXO Posts Strong Q3, Amazon Shipping Costs Jump 11%, & Covenant Revenue Surges 68% | The Morning Minute

    In this episode, we kick things off by examining the freight brokerage sector's remarkable turnaround as RXO delivers adjusted EBITDA of $51 million in Q3, crushing its own forecast and marking the second consecutive quarter of profitability after years of spotty net income performance. The Charlotte-based broker's truckload segment shifted heavily toward the spot market, which accounted for 59% of volume in the quarter, as the company prepares for its acquisition by C.H. Robinson. Next, we explore how the e-commerce giant is navigating a challenging logistics environment as Amazon's third-quarter shipping costs jumped 11% year over year, driven by fuel inflation and higher linehaul rates pressuring its massive delivery network. Despite these headwinds, the Seattle-based company achieved record operating income of $28.1 billion and a remarkable 13.9% operating margin through better inventory placement, shorter shipping distances, and package consolidation across its one-million-robot fulfillment network. Finally, we break down how a Tennessee-based carrier's strategic pivot toward contracted freight is paying off as Covenant Logistics posted a 68% surge in its Managed Freight segment revenue and delivered net income of $10.7 million in Q3. Despite shrinking its average tractor fleet by nearly 9%, the Chattanooga carrier reported freight revenue per total mile climbed nearly 20% to $3.03, with approximately 80% of its asset-based fleet now operating under long-term contracts. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    RXO Posts Strong Q3, Amazon Shipping Costs Jump 11%, & Covenant Revenue Surges 68% | 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.

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