FreightCasts

In this hump day edition, Malcolm and The Dude dive into football playbook contests, fast-moving retail trends, new LTL technology, and sustainable supply chain tracking solutions.

Jing Jing Chen (VP of Growth, Basic 3PL): Breaks down how e-commerce and viral social media trends are rewriting the traditional retail calendar. She explains how modern fulfillment centers and flexible warehousing adapt to handle sudden, viral demand surges—moving inventory in 72 hours instead of 72 days.

Patrick Sugar (EVP of Operations, Saia LTL Freight): Discusses Saia's national expansion and the launch of Rev. Patrick shares operational insights into meeting changing customer expectations around speed, real-time visibility, reliability, and expanded last-mile capabilities.

Dr. Brantly Fulton (CEO & Co-founder, Lamar Global): Takes us under the hood of single-use supply chain tracking. He shares how Lamar Global uses flexible electronics, roll-to-roll printing, and eco-friendly zinc batteries to solve complex reverse logistics and provide real-time temperature, humidity, and condition monitoring for cold chain and life sciences. 

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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.

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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.

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In this episode of Loaded and Rolling, host Thomas Wasson is joined by Sean Dehan, Vice President of Strategy and Corporate Development at Truckstop. Together, they dive deep into the changing landscape of the freight industry, exploring how brokers and carriers can navigate a post-Montgomery world, fight rising freight fraud, and adapt to shifting market dynamics.

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Global Protection Corp., the company behind ONE® Condoms, never expected a routine shipment to become a $1.7 million cargo theft. The company wasn't hacked, yet it still became the victim of a sophisticated cyber-enabled scheme that forever changed how it approaches supply chain security. In this episode of Fraud Watch, Ryan Findling and Milla Impola share their story, the lessons they learned, and why they believe verification over speed is one of the strongest defenses against modern cargo theft. Questions for the Global Protection team? Contact them at [email protected]

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Welcome back to Brake Check! In this episode, Charles sits down with industry leaders to cut through the fluff, break down current market trends, and deliver real trucking talk.

Michael Kroul (CEO of KTI) discusses navigating spot rates, building long-term carrier relationships, and the role of legal risk management and AI in modern freight brokerage.

Tyler Johnston (GM of Operations at Mercer Transportation) breaks down the true cost of operating in 2026, the myth of the “Freight Super Cycle,” and why consistency outperforms chasing rates.

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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.

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Craig and Julie have a jam packed show to start of the week!

FreightWaves Finance Editor, Todd Maiden, starts things off talking railroad earnings. He breaks down how major carriers like Schneider National handily beat expectations, signaling the early stages of a capacity-constrained rate recovery. Schneider captured double-digit rate increases on contract renewals during Q2.

Zak Andersoe, Chief of Staff and VP of Corporate Relations at BNSF, outlined why the railroad strongly opposes the proposed merger between Union Pacific (UP) and Norfolk Southern (NS). He explains how the merger creates an unprecedented level of market power (over 50% market share in the combined entity), which BNSF argues will ultimately raise prices and reduce competition for shippers—particularly bulk and carload shippers who lack competitive alternatives.

Trent Broberg, CEO of FullBay, highlighted key trends and operational pressures across heavy-duty maintenance shops.

Brian Fielkow, EVP of Risk Resources at Acrisure, detailed how safety directly drives productivity and enterprise value.

Alex Tabarrok, Chair in Economics at George Mason University, presented findings from a white paper on autonomous vehicle (AV) adoption and opposition.

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Welcome back to WithSONAR!

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Welcome to a Monday edition of WHAT THE TRUCK?!? with your hosts Malcolm Harris and Michael Vincent! We are officially kicking off August with a wild ride through the latest freight news and diving into the future of logistics tech with two incredible guests.

Malcolm and Mike run through a mind-boggling roundup of recent freight crime and poor decisions:

The Innovators: AI in Logistics

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