FreightCasts

FreightWaves

A full trailer load of freight podcasts from FreightWaves. Enjoy shows like the award-winning WHAT THE TRUCK?!? podcast, Put That Coffee Down, Freightonomics, Fuller Speed Ahead, Great Quarter, Gals and more with one click of the subscribe button. One freight feed to rule them all!

  1. Bot Auto's Humanless Truckload, XPO Crushes Q1, & UP-NS Merger Revised | The Morning Minute

    HÁ 14 H

    Bot Auto's Humanless Truckload, XPO Crushes Q1, & UP-NS Merger Revised | The Morning Minute

    In this episode, we kick things off with a historic technological breakthrough as Houston-based Bot Auto has officially completed the first fully humanless, over-the-road commercial truckload in American history. The autonomous tractor hauled commercial freight 231 miles across Texas without a safety driver, remote operator, or in-cab observer, achieving a remarkably low cost per mile of just $1.89 compared to the industry average of $2.26. Bot Auto operates as a trucking carrier using its Transportation as a Service model with a fleet of 12 tractors and owned and leased trailers. Next, we explore the less-than-truckload sector where XPO is absolutely crushing Wall Street expectations and aggressively winning profitable market share with first-quarter earnings that beat consensus by 13 cents. The Greenwich, Connecticut-based logistics giant reported consolidated revenue of $2.1 billion, up 7% year over year and significantly ahead of analyst forecasts. XPO's LTL unit posted an impressive 83.9% adjusted operating ratio, defying normal seasonal deterioration patterns and improving 200 basis points year over year. Finally, we cover the regulatory battle over the proposed transcontinental rail mega-merger as Union Pacific and Norfolk Southern submitted an amended merger application to the Surface Transportation Board after their initial filing was rejected as incomplete in January. The revised application now projects the combined railroad will shift 2.1 million truckloads annually from highway to rail, saving shippers an estimated $3.5 billion per year, and will require 1,200 net new union jobs by the third year of the merger. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    4 min
  2. The 851,000 Load Slump: Are GLP-1s Killing Food Logistics?

    HÁ 1 DIA

    The 851,000 Load Slump: Are GLP-1s Killing Food Logistics?

    Welcome back to another high-octane episode of What the Truck?!? with your host, Malcolm Harris, and the man with the plan, Michael Vincent. We’re diving deep into the headlines shaping the supply chain and sitting down with industry heavyweights to talk strategy and technology. In This Episode: The Utah Nuclear Verdict: We break down the record-breaking $81 million verdict in Utah following a tragic 2018 accident. We discuss the details of the retrial, the driver’s questionable background, and what this “nuclear verdict” means for the future of trucking insurance and case law.   The GLP-1 Effect: Are weight-loss drugs like Ozempic and Wegovy shrinking freight volumes? We examine a study suggesting that nearly 851,000 truckloads have been removed from the food and beverage market due to shifting consumer habits.   FedEx & the MD-11: FedEx is preparing to reactivate its MD-11 fleet to reclaim lost capacity. We debate whether the pressure to save millions during peak season is leading to a rush past safety protocols.   The Freight FBI: A CDL driver goes MIA with a hauler full of vehicles from the Port of Brunswick. We look at the ongoing search for Gonzalez and the missing cargo. Matt joins us to talk about navigating the “preseason” of the market. He emphasizes that while the freight recession may be easing, the winners will be those who hunker down on strategy rather than chasing volume at any margin. He also shares why his “why” always comes back to the way organizations treat their people.   The “Iceman” himself breaks down the digitalization of the cold chain. We discuss how real-time telematics and predictive insights are allowing fleets to know two weeks in advance if a reefer unit might fail—saving those precious avocados and temperature-sensitive GLP-1 medications before they ever hit the road. Guests: Matthew Darnell Caine | Caine Strategic Advisors Dominic Hand | Thermo King ⁠Watch on YouTube⁠ ⁠Visit our sponsor - TRUCKSTOP⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

    46 min
  3. Old Dominion Q1 Beat, $81M Utah Nuclear Verdict, & Port of Virginia Expansion | The Morning Minute

    HÁ 1 DIA

    Old Dominion Q1 Beat, $81M Utah Nuclear Verdict, & Port of Virginia Expansion | The Morning Minute

    In this episode, we kick things off by examining one of the industry's premier less-than-truckload carriers as Old Dominion Freight Line reported first-quarter earnings that beat Wall Street consensus by 9 cents. Revenue of $1.33 billion came in $20 million ahead of consensus and above the top end of management's guidance range. Despite tonnage declining 8% year over year, the company delivered a remarkably strong 76.2% operating ratio, roughly 200 basis points better than implied guidance. Next, we explore the escalating liability crisis that continues to plague the trucking industry. An $81 million jury award in Utah against Allied Building Products is being called the largest civil verdict ever awarded in that state. The case stemmed from a tragic December 2018 incident in which an Allied day cab struck and killed a 12-year-old boy in a crosswalk. Following the retrial verdict, the two sides reached a confidential settlement that was fully covered by insurance, but the award joins a growing body of massive nuclear verdicts that demonstrate just how severe trucking liability exposure has become. Finally, we head to the East Coast to examine how the Port of Virginia is investing $1.4 billion to solidify its position as America's most modern container gateway. Interim CEO Sarah McCoy revealed that the facility has increased container volume 20% to 3.4 million TEUs since 2021, lifting it to sixth place among all American container hubs. The port's Gateway Investment Program includes channel deepening to 55 feet—the deepest in the country—and new ultra-large container vessel cranes that are expected to commence operations in June. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    4 min
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A full trailer load of freight podcasts from FreightWaves. Enjoy shows like the award-winning WHAT THE TRUCK?!? podcast, Put That Coffee Down, Freightonomics, Fuller Speed Ahead, Great Quarter, Gals and more with one click of the subscribe button. One freight feed to rule them all!

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