FreightWaves Today

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. 41m ago

    FreightWaves Today | September 2

    AI is transforming freight operations, but how far can automation go — and what happens when location intelligence, rail networks and energy markets collide? On this episode of FreightWaves Today, Malcolm Harris and Julie Van de Kamp break down the biggest stories and trends shaping transportation and logistics. The show opens with three major headlines: an alleged Texas grain theft ring involving more than 170 loads, a federal crackdown on 110 commercial driver training schools, and the latest developments in Yellow Corp.’s bankruptcy and pension settlements. Then, EAIGLE CEO and founder Amir Hoss joins the show to explain how AI-powered computer vision is automating truck gates and yards. The discussion covers unmanned and paperless facilities, real-time yard visibility, fraud prevention, data accuracy and the path toward fully autonomous yards. HERE Technologies’ Bart Coppelmans discusses the next phase of AI in logistics, including spatial reasoning, location intelligence and the importance of connecting planning, execution and analytics. He explains how AI can help fleets make better routing decisions while keeping humans in control of critical decisions. For the weekly rail segment, Trains Magazine editor Bill Stephens and Trinity Rail Chief Commercial Officer Charlie Moore break down the latest rail traffic numbers, railcar demand, intermodal growth, coal shipments, tariffs and steel costs. They also discuss the proposed Union Pacific-Norfolk Southern merger, rail service reliability and what could drive railcar demand into 2027. Finally, FreightWaves editor-at-large John Kingston takes a deep dive into surging diesel prices, refinery constraints, Russia-Ukraine disruptions, the Strait of Hormuz and what historically high diesel costs could mean for trucking and the broader economy. Plus, Julie breaks down the latest manufacturing and logistics data, including the August PMI and Logistics Managers’ Index, with a look at transportation capacity, utilization, pricing and what the numbers could mean heading into peak season. Subscribe to FreightWaves for the latest news, analysis and data covering trucking, freight, logistics, rail and supply chain. #FreightWaves #FreightWavesToday #Trucking #Logistics #SupplyChain #AI #Rail #Diesel #Freight Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | September 2
  2. 8h ago

    $800K Texas Grain Theft, 110 CDL Schools Shuttered, & Yellow's $526M Pension Deal | The Morning Minute

    In this episode, we kick things off with a massive organized crime investigation that has rocked the agricultural sector across Texas. Authorities have linked three men to an alleged theft ring involving one hundred seventy-six grain loads valued at over eight hundred thousand dollars, spanning more than nine million pounds of stolen agricultural product. The inquiry now covers over two hundred confirmed or potentially stolen shipments, with additional arrests remaining possible as investigators unravel this elaborate network. Next, we explore a sweeping federal crackdown on substandard driver training facilities as Transportation Secretary Sean Duffy orders the emergency shutdown of one hundred ten commercial driving schools nationwide. These schools collectively certified more than five thousand drivers who were later cited for failing to meet federal English-language proficiency requirements during roadside inspections, raising serious questions about the quality and integrity of commercial driver training across the country. Finally, we cover the winding down of one of trucking's most significant bankruptcies as defunct Yellow Corporation reaches settlement agreements totaling up to five hundred twenty-six million dollars to resolve remaining withdrawal liability claims with four multiemployer pension plans. If approved by the federal bankruptcy court in Delaware, the liquidating trust would finally be able to make distributions to creditors, bringing an end to a legal battle that began when the carrier filed for bankruptcy in August twenty twenty-three. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    $800K Texas Grain Theft, 110 CDL Schools Shuttered, & Yellow's $526M Pension Deal | The Morning Minute
  3. 1d ago

    FreightWaves Today | September 1

    FreightWaves Today hits the road for a special episode live from ShipStation Global headquarters in Austin, Texas, as Craig Fuller and Zach Strickland break down the latest forces shaping freight, logistics and the broader economy. The show opens with a look at the current freight and economic environment, including rising transportation and warehousing costs, inventory management challenges and the growing gap between truckload and intermodal pricing. Craig and Zach discuss why shippers are becoming more selective with inventory and SKUs, how uncertainty around demand and interest rates is influencing supply chain decisions, and what elevated costs could mean for the remainder of the year. They also dive into the extraordinary investment surrounding AI and data centers. With corporate profits climbing and massive infrastructure projects driving industrial activity, Craig and Zach examine how the AI boom is affecting railroads, construction, manufacturing and blue-collar employment. They also discuss the growing community backlash against hyperscale data centers and why the technology industry's messaging around AI could become an increasingly important part of the conversation. Then, ShipStation Global CEO Tom Madine joins the show to discuss the combination of ShipStation and Worldwide Express and what the newly integrated company is building for shippers. Madine explains how ShipStation Global is bringing together ShipStation's e-commerce shipping technology with Worldwide Express' transportation and freight expertise to create a more unified logistics platform. The goal is to give small and midsized businesses the ability to manage more of their supply chain from a single place instead of jumping between different providers and systems. A major focus is ShipStation's newly launched LTL offering. Madine explains why LTL was one of the most requested additions from ShipStation customers and how integrating freight directly into the platform can simplify inbound inventory movements, middle-mile transportation and other shipping needs that previously required merchants to leave the ShipStation ecosystem. The conversation also explores why transportation decisions can't simply come down to finding the cheapest rate. Service reliability, damage risk, estimated arrival times, carrier selection and the consequences of a failed shipment can all dramatically change what "best" means for an individual shipper. Craig, Zach and Madine discuss how data and intelligence can help businesses make better transportation decisions, particularly for smaller companies that don't have dedicated logistics teams or the resources to constantly monitor freight market cycles. Madine also lays out ShipStation Global's larger vision: bringing parcel, LTL, truckload, final mile and potentially additional transportation modes together into a more unified experience. He explains why simplifying logistics could be especially valuable for entrepreneurs and SMBs already balancing everything from finance and accounting to marketing, inventory and product development. Finally, the conversation turns global. Madine discusses ShipStation's presence across North America, Europe and Australia, the company's hundreds of parcel-carrier API connections and its ambition to become a truly global shipping technology platform. Topics include: • ShipStation Global's new LTL offering • The ShipStation and Worldwide Express combination • Bringing parcel, LTL and truckload together• Freight market cyclicality and SMB shippers • Using data to improve carrier and shipping decisions • Why the lowest freight rate isn't always the best option • Rising transportation and warehousing costs • Inventory management and changing shipper behavior • Truckload versus intermodal economics • AI, data centers and industrial freight demand • Corporate efficiency and the AI investment boom • The growing economic importance of hyperscale data centers • ShipStation Global's international expansion • The future of multimodal shipping technology FreightWaves Today brings together the latest freight market intelligence, transportation news and conversations with the leaders shaping global supply chains. Subscribe to FreightWaves for more interviews, market analysis and breaking news from across trucking, logistics, technology and the global supply chain. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | September 1
  4. 2d ago

    FreightWaves Today | August 31

    The freight industry is facing a major wave of regulatory, economic and operational changes. On this episode of FreightWaves Today, Craig and Julie breaks down the latest developments affecting trucking, freight brokers, autonomous trucks, railroads and cross-border freight. The show opens with the FMCSA crackdown on CDL schools, including the shutdown of hundreds of driving schools over concerns involving English-language proficiency, facilities and instructor qualifications. The discussion examines what tougher barriers to entry could mean for trucking safety, capacity and the broader freight market. The hosts also dive into a major Penske liability case, the future of the independent contractor model and the potential impact of new legal precedents on freight brokers and motor carriers. They discuss the latest movement on the FMCSA freight broker transparency rule, which could require brokers to maintain electronic transaction records and provide them to carriers or shippers upon request. The episode also explores California's autonomous truck regulations, including the state's million-mile testing requirement and a legal challenge from the California Teamsters. With autonomous trucking continuing to advance, the conversation looks at the growing battle over technology, regulation and trucking jobs. Joining the show is Dr. David Correll of Telegraph, who discusses his company's latest six-month freight rail outlook. Harrell shares his forecast for rail carload and intermodal volumes, the potential for coal exports, tank car availability, the impact of energy prices and the massive industrial demand being created by AI data center construction. He also explains why the widening price gap between truckload and intermodal transportation could continue shifting freight from trucks to rail. The team then examines the rapid growth of U.S.-Mexico cross-border freight, with Laredo and other border markets seeing significant increases in transportation activity amid nearshoring and changing global trade patterns. Later, Josh Lovan of J.J. Keller joins the show to discuss carrier vetting, freight broker compliance, safety management and the growing legal risks facing brokers after major nuclear verdicts. Loving outlines what companies should be doing now to create a defensible carrier-vetting process, including reviewing CSA and roadside inspection data, documenting carrier-selection decisions and consistently enforcing safety standards. Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | August 31
  5. 2d ago

    Teamsters Challenge CA AV Rules, Penske Liability Fallout, & Broker Transparency Rule Advances | The Morning Minute

    In this episode, we kick things off in California, where organized labor is aggressively challenging the state's newly implemented autonomous truck framework. The California Teamsters filed suit in Alameda County Superior Court, arguing that the DMV improperly fast-tracked driverless truck testing regulations through an expedited process reserved for minor updates. Despite the legal challenge, the permit queue continues to move forward with Aurora Innovation and Kodiak AI already holding drivered testing permits. Meanwhile, two powerful trucking industry groups are sounding the alarm over a recent appellate court decision they say could fundamentally upend the entire carrier liability model. The American Trucking Associations and the Truckload Carriers of America filed a joint amicus brief requesting a full en banc hearing to reconsider a Fifth Circuit ruling that found Penske Logistics liable for a fatal crash involving a double-brokered driver the company knew nothing about. The associations warn that if the precedent stands, the entire trucking industry may have been violating federal leasing regulations for decades. Finally, we cover a long-awaited federal transparency rule for freight brokers that has cleared a critical Washington checkpoint. The Federal Motor Carrier Safety Administration sent its broker transparency rulemaking to the White House on August twenty-seventh, marking the first concrete movement since the comment period closed in March twenty twenty-five. The rule would require brokers to maintain transaction records electronically and provide copies to carriers or shippers within forty-eight hours of a request. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

  6. 5d ago

    FreightWaves Today | August 28

    Labor Day is just around the corner, but is the freight market ready for the traditional fall surge? On this episode of FreightWaves Today, we break down the latest signals across trucking, rail, freight technology and the broader supply chain. We cover the proposed Union Pacific–Norfolk Southern mega-merger, a wave of freight and logistics bankruptcies, and new federal pilot programs that could give truck drivers more flexibility with hours of service.Then, we dive into the growing battle between Highway and Motive over ELD data access — and what the dispute could mean for small carriers, brokers, fraud prevention and access to freight. AVRide Chief Commercial Officer Sergei Kirillov joins the show to discuss autonomous vehicles, delivery robots, robotaxis, college-campus deliveries and what it will take for autonomous delivery to expand into more cities and suburban markets. We also examine the latest SONAR freight data heading into Labor Day, including tender rejection rates, spot rates and whether the anticipated peak-season surge is finally beginning to emerge. Plus, Trains Editor Bill Stephens joins from the North Carolina Transportation Museum to discuss Mexico's growing rail market, Grupo México's innovative rail-ferry operations and the technology and security measures being used to combat cargo theft. And in Freight Expectations with Matt Leffler, we tackle organized cargo crime, the push for the Combating Organized Retail Crime Act (COCA), the legal risks surrounding double brokering, and how massive AI data-center construction is creating new demand for industrial freight. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | August 28
  7. 5d ago

    UP-NS Defend Merger, Freight Bankruptcies Surge, & FMCSA Tests 14-Hour Pause | The Morning Minute

    In this episode, we kick things off by examining the heated regulatory battle over the proposed mega-merger between Union Pacific and Norfolk Southern. The Class I railroads are aggressively defending their application, telling the Surface Transportation Board that their filing contains extensive evidence demonstrating benefits for employees, customers and the broader economy. The combined company promises new single-line service across more than eighty-eight thousand county-to-county lanes and the diversion of two point one million truckloads from highway to rail. Meanwhile, a brutal wave of financial distress is hitting the freight and logistics sector as at least twenty-one transportation companies filed for bankruptcy protection between late July and August twenty-fifth. The filings range from single-truck carriers to massive national distributors with hundreds of millions in assets and liabilities, underscoring how financial hardship remains uneven across the freight economy as small trucking companies struggle alongside larger logistics businesses confronting debt loads and restructuring challenges. Finally, we explore how federal regulators are moving ahead with pilot programs that could fundamentally reshape how truck drivers manage their workdays. The Federal Motor Carrier Safety Administration announced Thursday that it has completed pre-tests for its Flexible Sleeper Berth and Split Duty Period pilot programs and is reviewing results ahead of a planned full launch in twenty twenty-seven. The Split Duty Period pilot would allow participating drivers to pause the critical fourteen-hour driving window for up to three hours per day, effectively giving drivers more ability to wait out heavy traffic or severe weather. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    UP-NS Defend Merger, Freight Bankruptcies Surge, & FMCSA Tests 14-Hour Pause | The Morning Minute
  8. 6d ago

    FreightWaves Today | August 27

    Welcome back to FreightWaves Today! Host Malcolm Harris and Zach Strickland kick off today's show breaking down the latest supply chain headlines, market data, and major industry developments. Morning Minute Headlines: Kenco successfully deploys six supply chain AI agents in just three months with Deep Fabric; Canadian authorities seize nearly 850 lbs of cocaine at the Bluewater Bridge; and a deep dive into the massive global container ship order book pressuring ocean rates. State of Freight Fraud: Danielle Spinelli (Director of Partnerships at Gen Logs & "The Fraud Girl") breaks down Q2 cargo theft trends, high-value target risks, and how Gen Logs' nationwide sensor network helps catch criminals and assist law enforcement. $100M Tech Acquisition: Andrew Wimer and Mitch Mitchell join the show to discuss Descartes acquiring Ty Software. Learn how combining AI-powered brokerage workflows with global visibility tools like MacroPoint aims to streamline broker operations into a single execution layer. Driver-Led Innovation: 20-year veteran professional truck driver James Boyce, founder of Bubba Lee LLC, introduces the "Trucker Tote"—a modular console designed to eliminate cab distractions, improve safety, and help fleets prevent thermonuclear verdicts. SONAR & Freightnomics Update: Lead Economist DJ Donahue and Ben Peterson (Head of Shipper Solutions) join Zach for a deep dive into tender rejections, Q2 GDP revisions, PCE inflation figures, and strategic shipper advice for the upcoming bid season. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    FreightWaves Today | August 27

Ratings & Reviews

5
out of 5
2 Ratings

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.

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