FreightCasts

A severe bomb cyclone is targeting the East Coast, threatening to freeze supply chains just days after a similar crisis left trucks stranded in Louisiana. Drivers and fleets are urged to prioritize safety and understand their rights regarding coercion as winter weather intensifies along critical corridors like I-95.

While the physical world battles ice, Wall Street celebrates C.H. Robinson's surging stock price following reports of impressive profit margins. The company credits its "lean AI" strategy for decoupling volume growth from headcount, signaling a fundamental shift in how brokerages manage efficiency.

The autonomous sector also sees massive investment as Waabi secures $750 million to expand its "physical AI" technology for both trucking and robotaxis. This funding round supports a major partnership with Uber to deploy thousands of autonomous vehicles, aiming for commercialization by 2027.

In the courts, major business groups are backing freight brokers in a Supreme Court case that could redefine liability for trucking accidents. Proponents argue that federal law should shield brokers from state-level negligent hiring claims to prevent a costly patchwork of regulations.

On the legislative front, a new bill offers a lifeline for heavy-duty towing operators by addressing restrictive length regulations during recovery operations. The proposed Towing Safety Act aims to clear accident scenes faster and improve roadside safety for first responders.

Legal troubles continue for the R&R Family of Companies as new lawsuits allege the firm continued operations and accumulated debt while insolvent. Meanwhile, legacy carrier Schneider prepares for a leadership transition with Jim Filter set to take the helm as CEO this summer.

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Small carriers already know why this market hurts — rates are tight, fuel moves fast, and freight isn’t forgiving mistakes. What most don’t fully understand is how small daily decisions quietly compound into big financial outcomes.

In this episode of The Long Haul, Adam sits down with Mike Hosted, VP of Sales and Marketing at ATBS, who has spent more than a decade working directly with owner-operators on one thing most avoid: the numbers behind their decisions.

This is not a tax episode.

This is not a fuel episode.

This is a behavior and discipline episode.

We talk about why turnover keeps getting mislabeled as a “driver shortage,” why “taking one more load” often hurts more than it helps, and why the grass is rarely greener — it’s just measured differently.

If you’re trying to survive — or even grow — in a down market, this conversation is about how people are doing it, not selling you anything.

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On this episode of the FreightWaves Morning Minute for January 29, 2026, we look at how logistics providers are adapting to market volatility with creative new trade lanes. DHL Global Forwarding has introduced a hybrid truck-air service that relays goods from China through Uzbekistan to Istanbul, offering a faster alternative to ocean freight for bulky shipments.

In carrier news, a trucking giant is preparing for a major change at the top as Schneider announces a leadership transition scheduled for this July. Longtime executive and Marine Corps veteran Jim Filter will succeed Mark Rourke as CEO to guide the company through the evolving freight landscape.

Finally, Tesla is highlighting progress on its Semi truck even as the company faces a sharp decline in overall profitability for the year. Executives confirmed that tooling is now in place in Nevada to begin the mass production ramp of the electric class 8 vehicle in early 2026.

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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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