FreightWaves NOW

FreightWaves

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. FMCSA Revokes 12 ELDs, Zim's $86M Loss, & Fleetworthy Debuts Unified Platform | The Morning Minute

    5 SA. ÖNCE

    FMCSA Revokes 12 ELDs, Zim's $86M Loss, & Fleetworthy Debuts Unified Platform | The Morning Minute

    In this episode, we kick things off with a massive compliance crackdown hitting the trucking industry, as the Federal Motor Carrier Safety Administration added twelve electronic logging devices to the revoked list in the largest single-day event since May 2025. All twelve failed to meet minimum technical requirements, bringing the total to seventy-nine devices removed since January 2025 at an aggressive pace of nearly five per month. If you're running any of these devices, you have until July 20th to replace them with a compliant ELD or face citations and out-of-service violations. Over in the ocean shipping sector, we explore how ZIM Integrated Shipping Services posted a net loss of $86 million in the first quarter, a massive reversal from $296 million in net income one year earlier. The Israeli liner, set to be acquired by Germany's Hapag-Lloyd, saw revenues slump 30 percent to $1.4 billion as its average freight rate per TEU crashed 26 percent to just $1,310, reflecting a softer freight rate environment and weaker demand. Finally, we cover the evolving world of fleet technology as Fleetworthy unveiled three major platform enhancements at its Customer Roadshow event in Austin, including a unified cross-platform login, Centralized Vehicle Management, and the debut of the FleetworthyGO mobile app. These upgrades create a single source of truth for vehicle information across Fleetworthy's various products, allowing fleets to manage compliance, toll management, permitting, and weigh station bypass activities from one centralized platform. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    4 dk.
  2. Einride's Ohio AV Deployment, Volvo's 2027 D13 Engine, & BNSF Ops Chief Out | The Morning Minute

    1 GÜN ÖNCE

    Einride's Ohio AV Deployment, Volvo's 2027 D13 Engine, & BNSF Ops Chief Out | The Morning Minute

    In this episode, we kick things off by examining autonomous trucking's major geographic expansion as Einride deploys cabless electric trucks in Ohio in partnership with EASE Logistics. This proof-of-concept deployment represents a significant shift beyond the Sun Belt, bringing SAE Level 4 autonomous technology to the industrial Midwest for the first time. Operating between warehouses in Marysville, the project is part of Ohio and Indiana's Truck Automation Corridor initiative to evaluate real-world impacts on safety and freight efficiency. Next, we explore the equipment sector where Volvo Trucks North America has unveiled a completely redesigned D13 engine engineered to meet 2027 EPA standards taking effect January 1st. The next-generation powerplant slashes nitrogen oxide emissions by a staggering eighty-three percent and particulate matter by fifty percent, making it Volvo's cleanest engine ever. With compacted graphite iron block construction, a higher compression ratio, and innovative fourteen-wave piston design, the engine delivers up to 540 horsepower while fundamentally redefining heavy-duty performance and environmental compliance. Finally, we cover a sudden leadership shakeup at the western Class I railroad as BNSF's chief operations officer departed after just five months in the top operations role. Matt Garland, a twenty-five-year BNSF veteran who took the COO position on January 1st, has been replaced by Craig Morehouse, who will now oversee the entire operations organization. The abrupt transition comes as Berkshire Hathaway's new leadership pushes BNSF to further improve its operating ratio and operational performance. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    4 dk.
  3. $240B Transportation Bill, BNSF-UP Rate War Explodes, & Cargo Fraud Schemes Surge | The Morning Minute

    2 GÜN ÖNCE

    $240B Transportation Bill, BNSF-UP Rate War Explodes, & Cargo Fraud Schemes Surge | The Morning Minute

    In this episode, we kick things off in Washington, where the U.S. House of Representatives has just unveiled the BUILD America 250 Act, a sprawling federal surface transportation reauthorization package. This massive legislation allocates $240 billion in authorized and direct funding for trucking, rail, aviation, and ports, including a historic $102 billion investment in passenger and freight rail—the largest federal rail commitment since Amtrak's creation—along with $110 billion for roads and bridges, $17 billion for port upgrades, and $25 billion for airport modernization. Debate on the bill begins Thursday, just months before the current authorization expires in September. Shifting gears to the rails, we examine a brutal rate war erupting between two Class I giants as they battle for freight customers in front of federal regulators. Union Pacific has filed a 129-page complaint with the Surface Transportation Board alleging that BNSF Railway hiked reciprocal switching charges by as much as 472 percent at locations where UP recently won or grew business from BNSF customers. UP claims BNSF canceled longstanding unit grain train switching rates and forced customers to pay nearly triple the cost under merchandise train rates, while BNSF has rejected entire unit train shipments this month, allegedly to make UP service noncompetitive and drive shippers back to BNSF. Finally, we unpack the evolving threat landscape in supply chain security as traditional cargo theft tactics give way to far more sophisticated criminal operations. While overall theft incidents declined to 574 in the first quarter of 2026, deceptive pickup fraud schemes using fake identities and forged credentials jumped 31 percent year over year, with nearly half of those fraud incidents occurring in California. Electronics remained the most frequently targeted cargo at 17 percent of all incidents, while auto and parts thefts surged 142 percent from Q4 2025, prompting warnings from security experts that organized criminal networks are heavily investing in fraud infrastructure that traditional security measures like padlocks simply cannot stop. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    4 dk.
  4. 5,100+ Freight Layoffs, $7M Florida Theft Ring, & MicroVision's Luminar Deal | The Morning Minute

    3 GÜN ÖNCE

    5,100+ Freight Layoffs, $7M Florida Theft Ring, & MicroVision's Luminar Deal | The Morning Minute

    In this episode, we kick things off by examining a brutal wave of workforce cuts hitting the U.S. supply chain sector. More than 5,183 freight-related workers have been affected by shutdowns, restructurings, and contract losses spanning at least twenty states across logistics, manufacturing, and transportation. The largest single reduction came from California-based FreshRealm, which filed for Chapter 11 bankruptcy after disruptions tied to a 2025 listeria outbreak, with major cuts at third-party logistics operators and automotive parts manufacturers also contributing to the staggering totals. Next, we explore how Florida law enforcement has dismantled a massive organized theft ring in an investigation known as Operation D-Fence. Authorities arrested fourteen people and estimate that roughly $7 million in proceeds moved through the criminal enterprise over the last year, with the operation allegedly functioning like a business complete with theft crews, transportation networks, centralized storage locations, and online resale channels targeting major retailers and construction sites across Florida, Indiana, Kentucky, and Tennessee. Finally, we unpack how the wreckage of the autonomous driving boom is being repurposed into a new generation of commercial trucking safety technology. MicroVision secured Luminar's assets for $33 million after the company's bankruptcy, gaining production programs with Volvo, an ASIC design team in Colorado Springs, and world-class validation facilities in Orlando. For fleet operators, the value proposition translates directly to cost-per-mile savings, with advanced driver-assistance systems delivering substantial accident cost avoidance and some insurers offering up to twenty percent reduced premiums. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    4 dk.
  5. SCOTUS Rules 9-0 Against Brokers, Trans-Pacific Capacity Tightens, & Dollar Tree Expands | The Morning Minute

    6 GÜN ÖNCE

    SCOTUS Rules 9-0 Against Brokers, Trans-Pacific Capacity Tightens, & Dollar Tree Expands | The Morning Minute

    In this episode, we kick things off by examining a landmark Supreme Court decision that fundamentally reshapes liability for the freight brokerage industry. The Court ruled unanimously on Thursday that the safety exception of the Federal Aviation Administration Authorization Act includes freight brokers, settling conflicting circuit court cases and clearing the way for negligent-hiring claims in state court. The decision in Montgomery versus Caribe Transport II allows C.H. Robinson to return as a defendant when the case is remanded to the Seventh Circuit. Next, we explore the ocean freight sector where carriers are tightening trans-Pacific eastbound capacity by blanking sailings around China's May Day holiday, creating the firmest supply-demand environment of the year. Meanwhile, Houston's containerized cargo volumes are surging as West Coast ports see year-over-year declines, driven by ship canal improvements that now allow larger and heavier vessels to access the Gulf Coast port. Executives expect carriers to hold mid-May general rate increases as tighter vessel supply supports higher pricing heading into summer shipping season. Finally, we cover a massive infrastructure investment to optimize distribution across the Southwest as Dollar Tree opens a one million-square-foot distribution center in Litchfield Park, Arizona. The climate-controlled facility, one of Dollar Tree's largest, will service about seven hundred stores across five states and help move product closer to stores for faster customer delivery. The value retailer now operates nineteen distribution centers supporting over nine thousand stores across North America. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    3 dk.
  6. Outpost's One-Day Gate Kiosk, BMO Transportation Lending Sale, & CCM Taps New General Counsel | The Morning Minute

    13 MAY

    Outpost's One-Day Gate Kiosk, BMO Transportation Lending Sale, & CCM Taps New General Counsel | The Morning Minute

    In this episode, we kick things off by examining a massive technology leap in truck terminal automation as Outpost unveils its second-generation gate kiosk that deploys in just one day and slashes gate operating costs by up to seventy percent. This marks a seismic shift from traditional automated gate systems that require months of installation work, and the Austin-based company now processes more than three million gate events annually across more than thirty terminals while replacing manual staffing that typically costs twenty-five thousand dollars or more per gate monthly. Next, we explore a major shakeup in the financial sector that will fundamentally reshape trucking lending as BMO's massive transportation lending business is being sold to private equity firm Stonepeak while the bank retains a minority nineteen point nine percent stake. BMO's transportation group is believed to be one of the largest lenders in the trucking business, with a book of business totaling twelve point four two billion Canadian dollars, and the timing has raised eyebrows as the sales process began near the bottom of the freight market's years-long slump while markets are now rapidly strengthening. Finally, we cover a strategic leadership move in the intermodal sector as Consolidated Chassis Management appoints Tara Pellicori as its first-ever general counsel to oversee all legal, regulatory, and compliance matters. Pellicori, who most recently served as director and associate general counsel at Subaru of America, will partner closely with leadership to support aggressive expansion and ensure the Rockaway, New Jersey-based company grows responsibly while delivering value to partners and customers across the intermodal ecosystem. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    4 dk.
  7. CN Rejects UP-NS Merger Plan, Proficient Q1 Earnings Dive, & Kodiak Scales Driverless Fleet | The Morning Minute

    12 MAY

    CN Rejects UP-NS Merger Plan, Proficient Q1 Earnings Dive, & Kodiak Scales Driverless Fleet | The Morning Minute

    In this episode, we kick things off by examining the escalating regulatory battle over the proposed Union Pacific-Norfolk Southern mega-merger. Canadian National is urging federal regulators to reject the amended application, arguing that the filing still omits critical information needed to assess competitive impacts. CN criticizes the proposed Committed Gateway Pricing program as temporary and highly limited, excluding major traffic categories and applying to less than one percent of U.S. rail traffic. Next, we explore the auto logistics sector where Proficient Auto Logistics reported a brutal first quarter that sent its stock tumbling nearly nineteen percent. Extended automotive plant shutdowns, severe winter weather, and disrupted rail and sea transportation pipelines pushed the company's operating ratio to a staggering one hundred three point four percent. However, management remains optimistic that improved March trends and stronger seasonal factors will stabilize second-quarter performance. Finally, we cover the rapid expansion of autonomous trucking as Kodiak AI posted seventy-four percent quarter-over-quarter revenue growth and expanded its driverless fleet to twenty-eight trucks. The company deployed eight additional fully driverless trucks during the first quarter and accumulated more than twenty-three thousand five hundred cumulative hours of paid operations. Kodiak also secured one hundred million dollars in new financing and launched a partnership with Roehl Transport for regular Dallas-Houston freight lanes. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    4 dk.

Hakkında

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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