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. -13 h

    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

  2. -3 dias

    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

  3. -3 dias

    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

  4. -4 dias

    FreightWaves Today | July 23

    Is the freight market finally turning a corner? On today’s episode of FreightWaves Today, Craig Fuller and Julie Van de Kamp break down a massive week of Q2 earnings, major rail updates, and supply chain headlines! We sit down with Josh Phelan, CVP of Operations at J.B. Hunt, to discuss driver constraints, cost inflation, contract vs. spot rate momentum, and why this cycle might look very different for carriers big and small. Plus, FreightWaves' own Todd Maiden breaks down Knight Swift’s massive Q2 earnings beat. And Paul Tonsager, CEO & Founder-Integrated Multi-Modal Solutions, LLC talks industry growth. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | July 23

  5. -4 dias

    Aurora's Driverless Milestone, Knight-Swift Q2 Beat, & CSX Volume Rebound | The Morning Minute

    In this episode, we kick things off by examining a major milestone in the autonomous trucking race as Pittsburgh-based Aurora Innovation launched its second-generation driverless hardware across ten commercial freight routes in the U.S. Sun Belt. Unlike its first-generation trucks, the new fleet is built to run with no passive observer at all, erasing what one Morgan Stanley analyst called "one of the last remaining asterisks around the technology." Engineered for a one-million-mile operating life and designed for volume production rather than pilot-scale trials, Aurora is leaning heavily on manufacturing partner Roush, which is targeting an annual production run-rate of one thousand trucks by year-end. Meanwhile, the nation's largest truckload carrier is declaring that a structural recovery is finally here. Knight-Swift Transportation reported second-quarter adjusted earnings per share of sixty-three cents, smashing consensus by twelve cents and coming in twenty-eight cents higher year-over-year. CEO Adam Miller credited aggressive regulatory enforcement by the Federal Motor Carrier Safety Administration and the Department of Transportation for forcing out non-compliant capacity and creating what the company called a "rapid progression in truckload market conditions." Contract rates climbed throughout the quarter, with revenue per loaded mile accelerating from low-single digits in April to eight percent in June, while Knight-Swift's tender rejection rate was twice the industry average. Finally, over on the rails, CSX is riding a powerful volume rebound to beat Wall Street expectations. The Jacksonville-based Class I railroad reported second-quarter revenue of three point nine four billion dollars, up ten point one percent year-over-year, while earnings per share came in at fifty-four cents, beating analyst consensus estimates by four point two percent. Carload volumes improved by six point one percent, a dramatic swing from just zero point one percent growth a year ago, with intermodal traffic surging across CSX's eastern U.S. network. Free cash flow swung dramatically from negative one hundred fifteen million dollars in the second quarter of twenty twenty-five to positive six hundred eighty-seven million dollars this quarter. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Aurora's Driverless Milestone, Knight-Swift Q2 Beat, & CSX Volume Rebound | The Morning Minute

  6. -5 dias

    FreightWaves Today | July 22

    This episode of FreightWaves Today covers key developments across logistics, freight technology, and the industrial economy: Key Episode Highlights & Topics Industry News & AI Breakthroughs: The hosts review major headlines, including JB Hunt's partnership with startup Overroot to deploy AI-led freight execution platform agents across millions of loads. They also examine Forward Air's nonbinding agreement to retain 50% to 75% of a crucial $250 million account (believed to be NVIDIA) that was at risk due to customer diversification, alongside MARAD's agreement with the Port of Long Beach to test small modular nuclear reactors (SMRs). Modal Shifts & Bulk Logistics with Circle Logistics: Nicholas Schipe, Director of Premium Transportation at Circle Logistics, discusses automotive expedited shipping, intermodal conversions, and chemical/liquid bulk freight. He highlights how supply disruptions, port downtimes, and domestic energy production trends (like wastewater and transformer oils) drive modal shifts between rail and truckload. AI and Automation in Warehousing: Andre Luecht, Global Strategy Lead for Transport & Logistics at Zebra Technologies, details how "physical AI," mobile devices, and environmental sensors (e.g., tracking temperature, shock, and ripening gases) empower frontline warehouse workers. He explains how smart assistants give frontline workers instant access to tribal knowledge and standard operating procedures. AAR Rail Data Analysis: The hosts break down the latest Association of American Railroads (AAR) weekly report, pointing to overall volume growth (up 3.4% total traffic, 3.8% intermodal) as a strong indicator of industrial momentum. They contrast solid U.S. demand with declines in Canadian auto parts and commodities tied to trade policy uncertainties. Class 8 Truck Orders & Used Market Dynamics: Chris Ciolino (Industrials Analyst from Bloomberg Intelligence) shares insights on strong Class 8 truck orders and dealer sentiment. He notes that while order backlogs are full through early 2027, much of the volume represents replacement demand ahead of EPA 2027 regulations rather than aggressive fleet expansion, due in part to driver shortages, engine pricing, and tariff impacts. Earnings & Financial Trends with Triumph: Aaron Graft, CEO and Founder of Triumph, breaks down their spectacular Q2 earnings. He reports a 26% increase in average invoice size in their factoring business and highlights why this tight, supply-driven freight market feels structural rather than short-lived. He also discusses operational efficiencies, their 65% market touch in brokered freight, and the rapid 49% growth of their LoadPay digital wallet product. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | July 22

  7. -5 dias

    J.B. Hunt's AI Platform, Forward Air Saves $250M Account, & Nuke Power at Long Beach | The Morning Minute

    In this episode, we kick things off by examining a major AI breakthrough that could fundamentally transform freight execution across North America. J.B. Hunt Transport Services has partnered with a startup to publicly launch an AI-led freight execution platform following a year-long co-design process. The platform leverages AI agents to automate shipment coordination, reading live data, detecting exceptions, and managing customer communications while working within carriers' existing systems. Overroute's technology is now deployed across J.B. Hunt's business units, with AI agents working behind the scenes on millions of loads. Meanwhile, Forward Air just pulled off a critical rescue of a massive customer relationship that nearly sank the entire company. The logistics provider secured a deal to keep at least half of a $250 million account that had threatened to pull all of its business back in May. Forward's shares had plummeted over forty percent following the warning that it might lose a customer responsible for ten percent of its annual revenue, and the potential loss also foiled its plan to sell the company. Shares of Forward Air surged nineteen percent in early trading following Tuesday's announcement. Finally, we explore how the nation's busiest container port is about to become the testing ground for nuclear-powered maritime operations. The U.S. Department of Transportation's Maritime Administration will sign the first-ever agreement with the Port of Long Beach to test small modular reactors for commercial vessels and other potential port uses. Separately, Bluecore Energy, a startup headquartered at the Port of Long Beach, announced it has raised ten million dollars to develop floating, barge-mounted reactors to power ports and eventually cargo ships. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    J.B. Hunt's AI Platform, Forward Air Saves $250M Account, & Nuke Power at Long Beach | The Morning Minute

  8. -6 dias

    FreightWaves Today | July 21

    Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | July 21
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Sobre

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.

Informação

  • Autoria
    FreightWaves
  • Anos em atividade
    2023 - 2026
  • Episódios
    2 mil
  • Classificação
    Para todos
  • Copyright
    © FreightWaves
  • Site do programa
    FreightWaves Today

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