FreightCasts

Malcolm and The Dude kick off another packed Wednesday show! From crazy cargo thefts to major supply chain insights, they dive into the biggest stories hitting the freight and logistics industry.

Episode Breakdown:

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FreightWaves Today takes a deep look at where the freight market is headed, from tightening capacity and rising rates to regulation, industrial demand, global trade and the forces reshaping supply chains.

Tom Albrecht of Reliance Partners joins the show to discuss the current freight cycle, drawing on decades of experience covering both trucking and rail. The conversation examines improving industrial demand, strong rail volumes, capacity constraints and the regulatory changes that could determine how long the current freight recovery lasts.

Jason Miller weighs in on the demand side of the market, including the massive buildout of AI data centers and the possibility that traditional freight metrics are underestimating the amount of freight moving through the industrial economy. The discussion also looks at truck capacity, driver availability, equipment orders and the potential impact of interest rates on the freight cycle.

Rush from Tabi breaks down how freight brokers are adapting to a more data-driven market. Tabi’s Pricing Pressure Index, which measures the balance of pricing power between shippers and brokers, is showing a market that remains favorable to brokers but is beginning to normalize. The conversation explores spot pricing, margins, shipper behavior and why disciplined, data-driven brokers are outperforming those still chasing volume.

Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, brings a macroeconomic perspective, warning that global and U.S. industrial growth may be approaching a turning point. He explains how leading indicators are signaling slower growth ahead and discusses the risk of sticky costs, higher interest rates and a potential period of stagflation.

The episode closes with a wide-ranging conversation about North American trade and supply chains, including the future of USMCA, sourcing strategies, U.S.-Canada-Mexico trade relationships, reindustrialization and national security. The discussion highlights how decades of integrated North American supply chains could be affected by changing trade policies and tariffs.

Also featured: a look at the role of AI data centers, energy infrastructure and the challenge of balancing technological investment with regulatory and community concerns.

Watch FreightWaves Today for the latest analysis on freight markets, trucking, logistics, rail, supply chains and the economy.

#FreightWaves #FreightWavesToday #Trucking #Logistics #Freight #SupplyChain #Truckload #Rail #FreightMarket

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Autonomous trucking is moving from the drawing board to real-world operations — and the implications for the freight industry could be enormous.

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Join Julie Van de Kamp and Malcolm Harris on FreightWaves Today as they break down major freight news, market trends, and industry insights. In this episode, industry leaders discuss small carrier financial discipline, fleet repair innovations, and regional market volatility.

In our Morning Minute: Teamsters President Sean O’Brien warns UPS of potential 2028 strike risks, Delaware breaks ground on a $669M container terminal project, and a cargo ship fire in China leaves 25 dead.

Then, Dave Gilbert, Founder and CEO of National Funding, discusses why a full order book doesn’t always signal expansion readiness, navigating high repair costs, and how small carriers can avoid cash flow traps.

Julie has a breakdown of national tender rejections, spot rates, and headhaul vs. backhaul trends across key markets including Cincinnati, Detroit, Joliet, Miami, and Houston.

And to wrap up the first hour, Andy Klobnock, COO of ServiceUp, breaks down their new partnership with Stellantis Pro One, detailing how centralized billing and AI agents are untangling fleet repair headaches.

Then in our 2nd hour, Zach Strickland and economist D.J. Donahue break down the latest economic data and what it means for transportation, consumers and the broader freight economy.

Zach is also joined by Thomas Wasson who helps Zach to explore the changing North American freight landscape. They discuss Mexican cross-border trucking, cabotage enforcement, falling Laredo freight volumes, shifting Mexico trade flows and the growing influence of data-center construction on freight demand. Data-center investment is generating demand for electronics, steel, concrete and open-deck capacity even as traditional consumer demand remains relatively muted.

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This Friday edition of WHAT THE TRUCK?!? Malclolm and Michael Vincent kick off the show with some banter before diving into major freight industry headlines and expert interviews.

Key Industry Headlines

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In this episode, we kick things off with a stark warning from the Teamsters union as ⁠President Sean O'Brien puts UPS on notice for a potential strike in 2028⁠, two full years before contract negotiations typically turn contentious. Among the key demands are protections against benefit rollbacks, restrictions on autonomous trucks, and a highly unusual provision allowing regional unions to strike mid-contract over unresolved grievances.

Next, we explore major maritime infrastructure developments as ⁠construction officially begins on Delaware's massive $669 million container terminal along the Delaware River⁠. The Delaware Container Terminal will feature a 45-foot berth depth capable of handling post-Panamax vessels up to 16,000 TEUs and is projected to create nearly 6,000 new jobs once fully operational by late 2028.

Finally, we cover a devastating incident in China where ⁠a deadly fire aboard a cargo ship at a Qingdao shipyard claimed 25 lives⁠ during repair operations. The blaze erupted Thursday morning aboard the Liberia-flagged dry bulk carrier Ocean Melody, with authorities launching an investigation into the cause of the tragedy that left 42 people aboard at the time of the incident.

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What’s driving freight costs higher — fuel, tight capacity, inflation, or all of the above?

On this episode of Freightonomics, Zach Strickland and economist D.J. Donahue break down the latest economic data and what it means for transportation, consumers and the broader freight economy.

Producer prices are rising, with energy playing a major role. Diesel prices have surged, putting additional pressure on trucking and transportation costs, while elevated tender rejection rates point to a freight market that remains tight. The show also examines consumer credit, historically high credit card rates and what slowing credit growth could signal for consumer health and future freight demand.

The conversation then turns to trade policy and the latest tensions with Canada. Zach and D.J. examine proposed restrictions on Canadian imports, the potential economic impact and why some of the targeted trade flows may have a much smaller effect on overall freight volumes than the headlines suggest.

In the second half, Thomas Wasson joins Zach to explore the changing North American freight landscape. They discuss Mexican cross-border trucking, cabotage enforcement, falling Laredo freight volumes, shifting Mexico trade flows and the growing influence of data-center construction on freight demand. Data-center investment is generating demand for electronics, steel, concrete and open-deck capacity even as traditional consumer demand remains relatively muted.

The episode also dives into ocean freight rates, fuel costs, congestion and the impact of weather on trans-Pacific shipping. Finally, Zach and Thomas examine changing FMCSA data and what it really tells us about trucking capacity.

The bottom line? Capacity is not meaningfully growing yet, and the industry may be moving toward a smaller, more closely vetted and safer carrier base — but at a higher price.

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The freight market is heading into peak season with plenty of uncertainty. On this episode of FreightWaves Today, Malcolm Harris and Zach Strickland break down the latest data shaping trucking, logistics and the broader economy.

First, Eric Lemus of The Fulfillment Lab joins the show to discuss new Commerce Signal data showing operator margin cushions nearly disappearing as shipping costs rise faster than revenue. With parcel costs up sharply and peak-season surcharges approaching, retailers and 3PLs face growing pressure to control transportation spend while managing lean inventories. Lemus also explains why diversifying carrier strategies could deliver significant savings.

Then, Zach dives into the latest SONAR data, including tender rejection rates, tender volumes, spot rates, diesel prices, imports and the potential for tighter capacity as retailers replenish inventory heading into Q4.

Weather is also taking center stage. Ben Hershey of DTN explains how AI-powered weather intelligence and crash-risk forecasting can help fleets anticipate dangerous conditions, improve routing decisions and keep drivers moving safely. The discussion also examines what the developing El Niño pattern could mean for winter weather, freight corridors and mountain passes across the country.

In the second hour, Zach is joined by FreightWaves economist D.J. Donahue to unpack the latest economic releases, consumer credit, transportation inflation, tariffs and the growing influence of AI and data-center construction on the economy and freight demand.

Finally, Thomas Wasson returns to discuss major transportation and international trade issues, including U.S.-Mexico cross-border freight, cabotage enforcement, changing freight flows, maritime rates and the latest FMCSA carrier data. The conversation takes a close look at whether trucking capacity is actually growing — and what recent regulatory changes could mean for the carrier base.

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Josh Lovan has seen how trucking companies die. Not slowly, from rates. Fast, from one crash.

Before he became an advisor at J. J. Keller, Josh was Director of Safety and Security for a major carrier — the man in the room when the accident call came in, when OSHA showed up, when the lawyers started prepping for trial. He's sat in the depositions. He's watched a single wreck, with shared fault and complicated facts, turn into a verdict big enough to erase a company. And before trucking, he was a law enforcement detective running undercover operations — which is exactly the background you want advising fleets on security in the middle of a cargo theft epidemic.

Here's what he'll tell you that most safety conversations won't. The lawsuit doesn't start when the crash happens. It starts years earlier — in the driver file you didn't complete, the camera footage you never reviewed, the coaching conversation you skipped because the truck was making money. When the plaintiff's attorney gets your records, they're not looking for the accident. They're looking for the pattern. And most small carriers are handing them one without knowing it.We get into what actually gets carriers destroyed in litigation, how to

use dash cams to coach drivers instead of policing them, the safety management cycle that turns compliance from paperwork into protection, the hours-of-service exceptions most small carriers misuse, what a mock audit catches before the real one does, and — from a former undercover detective — how thieves and fraudsters are actually targeting carriers right now, and what stops them.

Good drivers are made great on purpose. This episode is the blueprint.

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The rate confirmation looks legit. The authority checks out. The email looks right. The money looks good.

Then the freight disappears .... or you deliver it and nobody pays you.

Freight fraud isn't just getting bigger. It's getting smarter. Stolen identities, fake carriers, double brokering, strategic theft and criminals who increasingly know exactly how to look legitimate long enough to get your truck .... or your customer's freight.

On this episode of Brake Check, we're putting BOTH sides of the transaction in the same room.

Jason Schaftlein, General Manager of McLeod Express, breaks down how a real carrier decides which brokers deserve its trucks, the red flags that kill a load, what five-truck fleets can verify themselves, what it really costs to operate compliant equipment, and what happens when legitimate carriers compete against bad actors.

Then former Chicago Bear and Bear Down Logistics President Desmond Clark takes the broker's chair.

What does a broker actually verify before trusting a carrier? How do legitimate small fleets avoid getting treated like criminals? How fast should brokers pay? What does running actual equipment teach a broker?

And yes .... we go straight at BROKER TRANSPARENCY.

Then comes the question underneath this entire mess:

How the hell did freight build a system where carriers don't trust brokers, brokers don't trust carriers...and criminals learned to exploit BOTH?

No fluff

No conference-panel answers

Just two people sitting on opposite sides of the freight transaction explaining who they trust, who they don't, and WHY.

If you're a carrier, owner-operator, freight broker, dispatcher, 3PL, shipper or fleet owner, watch this before you book your next load.

Because the paperwork can look perfect.

THAT DOESN'T MEAN THE PERSON BEHIND IT IS.

#Trucking #FreightFraud #FreightBroker #OwnerOperator #TruckingIndustry #DoubleBrokering #CargoTheft #Logistics #TruckDrivers #Freight

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