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. 4 ชม. ที่แล้ว

    FreightWaves Today | August 7

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

    FreightWaves Today | August 7

  2. 10 ชม. ที่แล้ว

    PACCAR Recalls 5,919 Trucks, Canada Fraud Hits Suppliers, & International Exits Ohio | The Morning Minute

    In this episode, we kick things off by examining a major safety recall affecting nearly six thousand brand-new Kenworth and Peterbilt trucks. PACCAR is pulling model year 2027 vehicles due to a critical defect in the power distribution center that could cause drivers to lose engine power, antilock brakes, or windshield wipers without any dashboard warning. The problem originated from contaminated soldering at a supplier facility, though PACCAR estimates only 0.3 percent of recalled trucks actually have the defect. Meanwhile, a sophisticated fraud operation is targeting heavy-duty trucking suppliers across Western Canada as twelve businesses shipped truck tires, engine oil, and trailer parts on fraudulent credit card orders that initially appeared legitimate. Saskatchewan RCMP launched an investigation in March after companies across the province discovered that approved transactions ultimately failed, with callers having provided credit card details that prompted shipments before the payments declined. Finally, we cover a massive workforce reduction in Ohio as International Motors lays off 1,341 employees following the sale of its Springfield facilities to Canadian manufacturer Roshel. The sale is expected to close October 2nd, effectively ending the facility's contract manufacturing agreement with a major automotive company and paving the way for Roshel to transform the sprawling campus into a U.S.-based production hub for commercial, specialty, and armored vehicles. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    PACCAR Recalls 5,919 Trucks, Canada Fraud Hits Suppliers, & International Exits Ohio | The Morning Minute

  3. 1 วันที่แล้ว

    FreightWaves Today | August 6

    In this episode of FreightWaves Today, co-hosts Zach Strickland and Julie Van de Kamp break down the latest market-moving headlines across the freight, logistics, and supply chain landscape. Driver Pay & Payroll Trends: Mike Ritzema, President and Founder of Superior Trucking Payroll Service, joins the show to discuss the Driver Pay Index reaching a record 170.04. He walks through what real payroll data reveals about rising driver compensation, surging turnover rates in June, and how carrier owners can adjust pay structures to navigate tightening margins. Scaling D2C Cold Chain Fulfillment: Juan Camilo Meisel, Founder and CEO of Grip, dives into the fast-growing world of direct-to-consumer perishable logistics. Juan shares insights on shipping over $3 billion in temperature-sensitive goods, why frozen products are leading the charge, and the strategic addition of industry veteran John Hummel as President of Grip Fulfillment to drive their next phase of expansion. Freightnomics & Macroeconomic Update: On the second half of the show, Zach Strickland and DJ Donahue break down the latest ISM manufacturing data, ADP labor metrics, and modal shifts between truckload and intermodal. Plus, Dr. Zack Rogers drops in for his monthly analysis of the Logistics Managers' Index (LMI), breaking down inventory cost deltas, capacity contractions, and what to expect heading into Q4. Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | August 6

  4. 1 วันที่แล้ว

    RXO's Mixed Q2 Results, Forward Air Recovery, & Class 8 Orders Slow | The Morning Minute

    In this episode, we kick things off by examining the latest quarterly results from third-party logistics provider RXO, which posted a mixed second-quarter performance. While net income remained at a five cents per share loss, the company achieved what it described as a historic sequential increase in profit per load driven by a massive jump in truckload spot mix. That spot mix surged to forty-two percent in the second quarter, up from just thirty-three percent in the first quarter, as the strengthening freight market provides a tailwind for the broker. Next, we explore the encouraging turnaround at Forward Air, which is showing real signs of recovery following what analysts have called a messy merger with freight forwarder Omni Logistics. The company reported its best quarterly performance since the January 2024 combination, with consolidated revenue climbing nine percent year-over-year and consolidated adjusted EBITDA rising eighteen percent to ninety-three million dollars. The expedited freight segment led the charge with a solid twenty-four percent year-over-year revenue increase, benefiting from less-than-truckload freight that had previously been lost to a depressed truckload market now returning. Finally, we cover the heavy-duty truck market where North American Class 8 net orders totaled twenty-two thousand units in July, down thirty-one percent from June. However, industry analysts are clear that the slowdown reflects limited production availability rather than softening freight demand, with calendar-year 2026 production essentially sold out. Through July, 2026 Class 8 net orders are running one hundred twenty percent higher than the same period last year, underscoring robust replacement demand and improving fleet utilization. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    RXO's Mixed Q2 Results, Forward Air Recovery, & Class 8 Orders Slow | The Morning Minute

  5. 2 วันที่แล้ว

    FreightWaves Today | August 5

    In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp break down critical news across the freight and logistics landscape, from financial health and quarterly earnings to regulatory shifts, market indices, and tariffs. James Gellert, Executive Chairman of Rapid Ratings, joins to discuss financial health across middle-market and private companies. He highlights cash-conversion cycle pressures, rising leverage, PE hold extensions, and how high-interest environments affect supply chain counterparty risk. Jay Edlin, CEO of Wove, stops by the studio to share how their AI-powered ingestion engine helps customs brokers and shippers navigate HTS updates and Section 301 tariff changes in real time. Trains Magazine Editor Bill Stephens breaks down North American rail traffic data. Excluding coal, carload growth remains strong alongside intermodal gains, pointing to continued industrial economy momentum. CEO Geoff Anderman discusses STG Logistics emerging from bankruptcy with a restructured balance sheet, the current state of drayage and intermodal demand, and ongoing modal conversion opportunities. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | August 5

  6. 2 วันที่แล้ว

    Pamt's Brutal Q2 Loss, Trimac Acquires California Freight, & Texas Blocks Shipper Liability | The Morning Minute

    In this episode, we kick things off by examining the harsh financial realities facing the truckload sector, where Pamt Corp. posted its seventh consecutive quarterly net loss and a staggering 110.6% adjusted operating ratio in its truckload division. Despite slashing its fleet by over four hundred tractors in three years, the company is finally seeing emerging signs of relief with a four percent sequential increase in revenue per loaded mile and constrained driver supply creating potential rate correction opportunities ahead. Next, we explore a major consolidation in the specialized bulk sector as Canadian hauler Trimac Transportation acquired California Freight, a bulk food-grade logistics provider operating eight terminals across California and Nevada. This strategic acquisition brings approximately five hundred tractors and tank trailers hauling raw milk, plus over four hundred thousand square feet of food-grade storage space that aligns directly with Trimac's long-term growth strategy. Finally, we break down another critical win for shippers in the ongoing legal battle over vicarious liability, where a Texas appeals court blocked liability claims against Atlas Aerospace in a fatal 2018 trucking collision case. This marks the second recent Texas court decision rejecting shipper liability for failing to control carrier selection, while C.H. Robinson continues its aggressive appeal of the massive six hundred four million dollar Lipe vs. Lupus Superior verdict. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Pamt's Brutal Q2 Loss, Trimac Acquires California Freight, & Texas Blocks Shipper Liability | The Morning Minute

  7. 3 วันที่แล้ว

    FreightWaves Today | August 4

    Craig and Julie cover the entire supply chain spectrum in this packed episode! GEODIS CEO Laura Ritchey recaps her first year leading the company, while John Brooks introduces the new WOW Supply Chain Activity Index from Warehouse on Wheels. Plus, Sope Creek Capital’s Kevin Nolan breaks down recent earnings and freight trends, Port of LA Executive Director Gene Seroka celebrates a record-breaking month, and FreightWaves’ Eric Kulisch unravels the mystery of a ghost fleet of unbranded cargo planes. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | August 4

  8. 3 วันที่แล้ว

    July PMI Hits 4-Year High, STG Drayage Misclassification Settlement, & Atlas Air Invests | The Morning Minute

    In this episode, we kick things off by examining a manufacturing surge that's creating serious momentum across the freight landscape. July's Institute for Supply Management Manufacturing PMI jumped to 55.6, the highest reading since May 2022 and well ahead of analyst expectations. This manufacturing recovery is showing up directly in less-than-truckload volumes, with four publicly traded LTL carriers reporting tonnage up 2.6 percent year over year in the second quarter, and preliminary July results showing even stronger growth at 5.1 percent year over year. Next, we discuss a major driver misclassification case as drayage drivers who hauled for STG Logistics in New Jersey are eligible for a piece of a more than $2.2 million payout following the settlement. The suit, which dates back to 2023, was the first filed under a 2021 New Jersey law targeting employers who misclassified full-time workers as independent contractors. Eligible drivers can receive a lump sum based on their earnings from January 2017 to the present. Finally, we explore how a strategic investment is expanding global widebody cargo capacity as Atlas Air Worldwide Holdings completed its transaction to take a 49 percent stake in Iceland-based Air Atlanta, the all-cargo carrier and lessor announced on Monday. As part of the deal, Atlas subsidiary Titan Aviation acquired fourteen widebody freighter aircraft owned by Air Atlanta and leased them back, while Air Atlanta's CEO and vice presidents acquired a 51 percent controlling interest in the operating companies. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    July PMI Hits 4-Year High, STG Drayage Misclassification Settlement, & Atlas Air Invests | 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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    FreightWaves
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    พ.ศ. 2566 - พ.ศ. 2569
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