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In today's episode, we cover the latest developments across air, sea, and rail freight, starting with a major breakthrough in the air cargo sector. We discuss how the Federal Aviation Administration has officially cleared the first-ever Boeing 777-200 passenger-to-freighter conversion, which will provide massive payload capacity and twin-engine fuel efficiency for operators.
Next, we shift our focus to the water, where ongoing geopolitical tensions in the Middle East have led to new security and transit tolls for commercial vessels navigating the Strait of Hormuz. We analyze how these new transit levies could add $1 per barrel to crude oil, potentially triggering an aggressive spike in global diesel and bunker fuel prices for carriers already struggling with elevated war risk premiums.
Finally, we wrap up with a look at the East Coast, where a long-standing regulatory battle over intermodal rail access has reached a definitive conclusion. The Surface Transportation Board recently awarded Norfolk Southern control of a disputed port rail line, a move expected to streamline complex switching operations, eliminate redundant interchanges, and boost overall intermodal velocity.
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Buckle up for a massive Wednesday edition of What The Truck?!? with your hosts Malcolm Harris and Michael Vincent, MD (The Dude). We’re diving deep into the geopolitical ripples affecting oil, the ongoing crackdown on non-domiciled CDLs, and the future of medium-duty electrification.
Description On Today’s Show:
• Geopolitics & Oil Speculation: We break down the latest 4 PM deadline involving President Trump and Iran. Despite a two-week buffer for peace talks, we discuss why oil prices are moving 20% on “sentiment, fear, and tweets” rather than just infrastructure.
• The CDL Crackdown: Jason McArthur from Lone Cypress Logistics joins us to discuss the “slow bleed” of driver capacity. With approximately 13,000 to 14,000 licenses already canceled in California and a potential 194,000 more at risk, we explore how this is driving up driver pay and straining produce season capacity.
• A Shipbuilding Revival: President Trump’s proposed fiscal 2027 budget includes a 242% increase in naval shipbuilding. We look at the $65.8 billion set for battleships and submarines—and why only a fraction is trickling down to commercial port development.
• The Future of Work Trucks: Fred DePerez, SVP at Harbinger, introduces the HC Series Cab. Learn how this “best-in-class” electric platform is taking on diesel competitors with better turning radius, payload, and price parity.
• Oil Trading Insights: Baron Idriss Lamarre brings three decades of experience with Shell and ExxonMobil to explain why we should “separate the noise from the fundamental” in today’s energy market.
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A routine shipment turns into a multi-state fraud case involving hacked emails, double brokering, fake identities, and five different MCs. In this episode, Chris Griffin of Direct Traffic Solutions breaks down how a load of frozen steaks was stolen, tracked, and ultimately lost, even after being recovered. The real takeaway is not just how it happened, but where control was lost and how small gaps across brokers, carriers, and facilities allowed it to unfold. This is a clear look at how fraud operates inside normal workflows and what has to change to stop it.
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In this episode, we explore the new partnership between International, PlusAI, and Ryder to accelerate commercial driverless truck operations. These trucks are currently hauling live freight on the highly congested Temple-to-Laredo corridor to prove that autonomous technology can safely and profitably scale on demanding supply chain arteries.
Next, we discuss the newly proposed federal budget that increases military shipbuilding funding by 242% to a staggering $65.8 billion. While this massive spending package aims to rapidly modernize the U.S. Navy fleet, commercial maritime experts warn it could severely strain the broader supply chain by sparking intense bidding wars for specialized labor and materials.
Finally, we cover major consolidation in the freight tech space as load board titan Truckstop.com acquires the heavy haul pricing platform Wize Load. By directly integrating Wize Load's proprietary rate quoting and routing algorithms, Truckstop aims to digitize operations and remove the guesswork for specialized carriers navigating the highly lucrative heavy haul spot market.
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Is trucking safety improving… or are we just being told it is?
In this episode of Brake Check, we bring two powerful perspectives together to break down what’s really happening in the industry right now.
First, we sit down with Anthony Triggs to talk about safety from the front lines....what’s working, what’s failing, and what drivers and carriers need to understand in today’s evolving landscape.
Then, we dive into the story behind Big Rig Nation with Patrick....covering the origin, the mission, the battle that shook things up, and the fallout that followed.
In this episode:
This isn’t surface-level conversation.
It’s real talk about safety, accountability, and the voices shaping this industry.
No fluff. No spin. Just the truth behind the wheel.
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In today's episode, we kick things off with a massive labor lawsuit shaking up the dedicated grocery logistics sector. A newly filed complaint alleges that Kroger and three commercial carriers unlawfully colluded to block the hiring of former Quickway drivers to suppress wages and prevent unionization efforts, which could result in staggering financial penalties if proven true.
Next, we look south of the border where a nationwide strike by Mexican truckers continues to paralyze key cross-border routes and choke off northbound supply chains. Thousands of drivers have intentionally blockaded major arteries leading to vital U.S. ports of entry to protest rampant cargo theft, leaving millions of dollars in freight completely stranded.
Finally, we cover how federal regulators are taking a renewed, data-driven look at the nationwide truck parking squeeze. The Federal Motor Carrier Safety Administration has officially launched a comprehensive new study into the crisis and is actively seeking public comments to help direct infrastructure funding to regions where it is needed most.
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On today’s episode of What the Truck?!?, Malcolm and “The Dude” break down a wild weekend in freight, from high-speed chocolate heists in Europe to massive cargo busts in Los Angeles. We also dive deep into how real-world data is beating simulations in the race for autonomous vehicle safety.
Inside This Episode:
• The $1M SKIMS & Alo Bust: Authorities in LA just uncovered a massive theft ring moving over 50 pallets of high-end apparel through resale channels before the shippers even knew it was gone.
• The Great Kit Kat Heist: Danny Ramon from Overhaul joins us to discuss a “fake police” hijacking of a truckload of Formula 1-shaped Kit Kat bars in Europe.
• The Missing Piece of Autonomy: Nexar CEO Zach Greenberger explains why “messy” real-world driving data is the only way to truly solve the “last mile” of autonomous trucking.
• UPS & Teamsters Update: A new deal caps driver buyouts at 7,500 people, ending a weeks-long tug-of-war over labor contracts.
• Fuel Relief: CH Robinson is waiving fees to help owner-operators survive rising diesel costs.
• Geopolitics at the Canal: Senator Marco Rubio calls out China for “bullying” Panama-flagged ships as supply chain tensions rise.
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In this episode of Freight Expectations, Matthew Leffler and Craig Fuller dive into the "insane" volatility of the current freight market, where spot rates are on fire despite—or perhaps because of—rising global tensions. The duo breaks down the "bleeding edge" data showing a surprising surge in domestic demand and discusses why the U.S. might be the most resilient player in a fragmenting global landscape.
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Welcome back to WithSONAR!
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We kick off the episode with a look at Ryder System's recent financial milestone, as Moody's upgraded their primary debt rating for the first time since the pandemic. The long-awaited upgrade serves as a massive vote of confidence in the leasing giant's strategic pivot toward expanding its dedicated transportation and supply chain segments.
Next, we examine how recent emergency tariffs are significantly impacting North American customs data and cross-border trade flows. Companies are actively restructuring their supply chains to mitigate these massive new border costs, which is causing volatile northbound freight volumes and localized capacity crunches out of Mexico.
Finally, we cover the latest developments at UPS, where the logistics titan agreed to cap its controversial driver buyout program following fierce pushback from the Teamsters Union. This crucial compromise limits the $150,000 voluntary separation offers to 7,500 employees, allowing UPS to trim immediate costs without triggering a full-blown labor dispute.
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