FreightWaves Today

FreightWaves
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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. 3 hr ago

    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

  2. 9 hr ago

    $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

  3. 1 day ago

    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

  4. 2 days ago

    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

  5. 3 days ago

    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

  6. 4 days ago

    FreightWaves Today | July 27

    In this episode of Freight Waves Today, hosts Craig Fuller and Julie Van de Kamp break down one of the most transformative developments in recent logistics history: a staggering $640 million nuclear judgment involving C.H. Robinson that has sent shockwaves through the brokerage industry and freight markets.Plus, we explore how AI data center expansion is reshaping flatbed and bulk capacity, the latest trends in last-mile retail delivery, and a custom tech solution built specifically for truck drivers!Dennis McCaffrey, SVP of Enterprise Sales at RXO, drops by to share war stories from the early days of ExpressOne and XPO. He breaks down how RXO scaled into the 3rd largest freight broker, the power of managed expedite platforms, and what the next 12–18 months look like for capacity.Hackathon Winner Spotlight: RateSafe: Hackathon winner Sean Conley (VPA & Director of Business Development at Vantage Logistics) introduces RateSafe—an app built using Sonar’s API that cuts through the noise to tell drivers what not to book based on personalized operating costs and home-time expectations.Last-Mile Delivery & Retail Trends: Jake Stein, VP of Retail Growth at Burke, breaks down the shift from ultra-fast delivery to extreme reliability, multi-carrier last-mile orchestration, and the realistic timeline for drone delivery.The "Capacity Tax" & AI Data Centers: Blake Ezell, VP of Customer Success & Support at IntelliTrans, joins to challenge the market recovery narrative. Discover how hyperscale AI data center construction is quietly consuming massive amounts of flatbed and bulk capacity—creating a bidding war for specialized freight. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | July 27

  7. 24 Jul

    FreightWaves Today | July 24

    This jam-packed episode of FreightWaves Today covers major industry-shaking news, featuring a massive nuclear lawsuit judgment against C.H. Robinson, key updates across intermodal rail,yard security technology, and last-mile logistics. The show opens with the fallout from a $604 million nuclear lawsuit verdict handed down in Dallas County Court against C.H. Robinson and motor carrier Lupus Superior following a fatal multi-vehicle pileup in Mississippi. Cassandra Gaines, Founder of Carrier Assure, and FreightWaves journalist John Kingston join to analyze what this landmark post-Montgomery decision means for freight brokers nationwide. Later in the show, the hosts speak with Paul Svindland (CEO of Mallory Alexander and former CEO of Celadon) about his career navigating distressed supply chain companies, before exploring yard security, booming rail earnings, and the impact of the housing slowdown on last-mile delivery. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | July 24

  8. 24 Jul

    BasicBlock Acquires TrueNorth, CHR Nuclear Verdict, & Tesla Semi Ramps Production | The Morning Minute

    In this episode, we kick things off by examining a strategic acquisition that signals a massive shift in how financial services companies are approaching the independent carrier market. Freight factoring firm BasicBlock has officially acquired TrueNorth, an AI dispatcher and free loadboard platform, dramatically expanding BasicBlock's service offerings beyond traditional financing. By integrating TrueNorth's centralized invoice tracking, fuel, insurance, compliance and load-searching tools, BasicBlock gains critical data and operational capabilities to support its broader vision of building a comprehensive financial ecosystem around trucking customers. Next, we discuss one of the largest nuclear verdicts in trucking history and the massive implications for the brokerage sector. A Dallas jury delivered a verdict of approximately six hundred four million dollars in a case stemming from a fatal March 2021 crash that killed three people, with defendants including logistics giant C.H. Robinson and carrier Lupus Superior. Legal sources say a court rejecting the FMCSA satisfactory rating as a valid defense is a major concern for the brokerage industry in the post-Montgomery legal landscape, and C.H. Robinson plans to appeal. Finally, we explore how Tesla is ramping up commercial vehicle production as part of what executives are calling the company's largest investment cycle ever. Austin-based Tesla reported second-quarter revenue of twenty-eight point two four billion dollars, up twenty-six percent year over year, while highlighting major progress on launching production of the Tesla Semi Class 8 electric truck at its Nevada manufacturing facility. The Nevada Tesla Semi factory remains on schedule, with full production expected to begin later this year as capital expenditures more than doubled to support the aggressive expansion. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    BasicBlock Acquires TrueNorth, CHR Nuclear Verdict, & Tesla Semi Ramps Production | The Morning Minute
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About

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.

Information

  • Creator
    FreightWaves
  • Years Active
    2023 - 2026
  • Episodes
    2k
  • Rating
    Clean
  • Copyright
    © FreightWaves
  • Show Website
    FreightWaves Today

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