Malcolm welcomes Ike Stephens, founder of Bonehead Truckers, for a no-holds-barred conversation on the state of trucking in 2026. From breaking down major freight and supply chain headlines to tackling controversial issues like driver shortages, training standards, safety, and industry accountability, this episode pulls no punches. Ike shares how he built one of trucking’s most influential platforms, why professionalism matters, and where he believes the industry is headed. Candid, opinionated, and deeply rooted in real-world experience—this is a must-listen for anyone serious about freight and trucking.

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The freight market is aggressively correcting toward specialization, highlighted by Werner Enterprises' decision to acquire dedicated carrier FirstFleet for $245 million. This strategic move adds over 2,400 tractors to their fleet and secures stable revenue streams in an otherwise volatile sector.

While carriers expand, major retailers like American Eagle and Office Depot are pulling the plug on third-party logistics services to refocus on core operations. These companies realized that selling "supply chain as a service" became an operational nightmare that distracted from their primary retail goals.

Automation takes a giant leap forward as Gatik launches fully driverless commercial trucking operations in Texas, Arkansas, and Arizona. By removing the safety driver entirely, the company is effectively solving the middle-mile challenge for Fortune 50 retailers moving perishable goods.

Efficiency drives major changes at UPS, where the parcel giant plans to eliminate 30,000 jobs while downsizing its network to manage lower Amazon volumes. The company is also modernizing its air capacity by permanently retiring its aging MD-11 fleet in favor of more efficient Boeing 767s following a recent fatal crash.

Financial scandals rock the brokerage world as a new lawsuit alleges the R&R Family of Companies continued operating while insolvent, racking up millions in unpaid bills. Court filings claim the founders transferred valuable property to themselves even as lenders urged an orderly wind-down of the business.

Finally, regulators have opened a public comment period regarding the controversial under-21 interstate trucking program amid strong industry debate. While large fleets push to extend the pilot to address labor shortages, safety advocates warn of higher crash risks associated with younger drivers.

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Major retailers are retreating from the logistics sector as American Eagle and Office Depot pull the plug on their third-party services. This strategic pivot returns focus to core retail operations, forcing thousands of outside brands to find new fulfillment partners.

On the technology front, Gatik has reached a major milestone by launching fully driverless commercial trucking operations at scale in North America. These autonomous medium-duty trucks are now executing daily revenue-generating routes across Texas, Arkansas, and Arizona without human intervention.

Drivers and consumers are also feeling the pain at the pump as diesel prices surge amid a severe winter cold snap. Refinery disruptions in the Gulf Coast and high heating oil demand have pushed the benchmark up by more than 16 cents in just two weeks.

Finally, tune in to FreightWaves TV at noon today for a new episode of WHAT THE TRUCK?!? featuring Malcolm Harris. If you miss the live broadcast, you can always catch the replay on YouTube.

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At Trimble Insight 2025 in New Orleans, FreightWaves’ Thomas Wasson sits down with Brian Mulshine, Senior Director of Product Management at Trimble, to unpack how AI, integrations, and real-time data are reshaping fleet maintenance. From AI-powered road call agents and automated invoice processing to predictive maintenance, OEM deep-linking, and tire failure trends, this conversation dives into how fleets can reduce downtime, slash administrative work, and keep trucks rolling in a tight freight market. A must-watch for fleet operators, maintenance leaders, and anyone focused on keeping equipment profitable.

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The logistics sector is sending mixed signals in early 2026, with some data pointing to a boom while other indicators suggest fragility. On the growth side, 3PLs are dominating industrial leasing as corporations aggressively outsource their complex supply chains.

Financial metrics back up this optimism, with Triumph Financial reporting rising invoice sizes and the addition of major fleets like J.B. Hunt to their network. This consolidation suggests big players are circling the wagons around platforms that provide stability and value.

Operational efficiency is also improving, as C.H. Robinson uses AI agents to automate ready-checks and reduce unnecessary return trips by 42%. These technological advancements are helping stabilize networks by cutting out pure waste like fuel and driver time.

However, friction remains in the air cargo sector, where Alaska Airlines is dissatisfied with its Amazon contract due to pilot scheduling issues and thin margins. The airline is looking to renegotiate terms or exit the deal as it struggles to optimize utilization between passenger and cargo operations.

Regulatory and geopolitical risks are also mounting, highlighted by a court decision denying a reprieve for non-domiciled CDL renewals in California. Furthermore, global trade lanes face renewed uncertainty after Houthis threatened new attacks in the Red Sea, potentially forcing ships back around the Cape of Good Hope.

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In today’s episode, we discuss a legal setback for truck drivers in California after a federal judge declined to force the state to resume non-domiciled CDL renewals. The court ruled that intervention could jeopardize millions in federal highway funding, creating a catastrophic risk for the state.

Next, we look at turbulence in the air cargo sector as Alaska Airlines signals dissatisfaction with its Amazon contract. Executives indicate that while they are meeting delivery standards, the current operating margins are too thin to be sustainable long-term.

Finally, we examine how Smith System is modernizing fleet safety by replacing paper checklists with a digital trainer platform. This new cloud-based tool integrates with telematics to turn one-time training events into a consistent, data-driven safety culture.

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On this episode of WHAT THE TRUCK?!?, Host Malcolm Harris welcomes Mary O’Connell to break down the real-world freight impacts of a major winter storm, from power outages to network disruptions. Then Mark Borchert from Travelers joins to unpack the 2026 freight market outlook, cargo risk, and insurance trends. Wrapping up the show, Grace Sharkey from Orderful brings insights from the retail and tech frontlines, exploring what’s real versus hype in AI, automation, and why modern EDI still matters. It’s a loaded episode packed with market insight, risk awareness, and future-focused conversation. 

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The regulatory battle between Washington and Sacramento reaches a boiling point as the ⁠DOT threatens to strip California of its authority to issue commercial driver's licenses⁠. This unprecedented "nuclear option" escalates beyond the initial dispute over non-domiciled credentials and could leave hundreds of thousands of drivers unable to operate in interstate commerce.

On the weather front, the FMCSA has issued a ⁠massive 40-state regional emergency declaration⁠ to assist with relief efforts during Winter Storm Fern. While the Northeast battles snow, the Southeast faces dangerous ice storm conditions that have ⁠left over one million people without power⁠ and grounded thousands of flights.

In market news, ⁠FedEx Freight prepares for its spinoff as a standalone company⁠ with a freshly assigned investment-grade credit rating. Meanwhile, Alaska Airlines leverages its acquisition of Hawaiian Airlines to ⁠launch new international cargo routes into London and Rome⁠.

Finally, analysts predict a ⁠dramatic rise in transportation M&A activity by late 2026⁠, though buyers remain focused on specialized carriers rather than general freight. This recovery favors companies with defensible service models while pure spot market brokerages may continue to struggle.

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In this episode of the FreightWaves Morning Minute, we examine the escalating standoff between federal regulators and California that could paralyze the nation's largest trucking workforce. Transportation Secretary Sean Duffy is threatening to strip the state of its commercial licensing power over safety concerns regarding 17,000 non-domiciled licenses.

Markets are also bracing for a major shift, with analysts predicting a dramatic spike in logistics mergers and acquisitions by the end of 2026,. Investors are increasingly favoring specialized tech platforms over generic brokerages, exemplified by Echo Global Logistics' recent move to acquire ITS Logistics.

Finally, the nearshoring boom is driving tangible infrastructure investments along the southern border. DSV has broken ground on a massive regional headquarters in Arizona to support growing cross-border trade, joining other industry giants in expanding their footprint to capture Mexico-bound freight.

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