FreightCasts

In this episode of Loaded and Rolling, we're joined by Dean Marris, Chief Data Science Officer, and Craig Marris, Chief Sustainability Officer at EROAD, to discuss the intersection of sustainability and artificial intelligence in the trucking industry. They explore how fleets can leverage technology to navigate the "messy middle" of transitioning to more sustainable practices while maintaining profitability.

Topics covered in this episode include:

Digital Twin Simulation: Learn how fleets can use digital twins to test and de-risk the transition to alternative fuels and electric vehicles before making significant investments.

AI for Efficiency: Discover how AI is helping to reduce waste in the supply chain, from minimizing empty miles to preventing food spoilage in reefers.

Safety Innovations: Hear about the latest in AI-powered multi-camera systems that are improving driver safety by reducing blind spots and preventing collisions.

The Power of Data Sharing: Understand why collaboration and data sharing between carriers, shippers, and OEMs are crucial for achieving industry-wide sustainability and safety goals.

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In this episode, we dive into the cross-border landscape between the U.S. and Canada. Our guest, Keith Matthews President and CEO of NAD Logistics, breaks down trends in trade and other cross border struggles. For more information, subscribe to ⁠Check Call the newsletter⁠ or the podcast.

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Several critical developments are pointing toward a rising cost of uncertainty across the logistics landscape. Analysts are trimming expectations for the back half of the year, with Morgan Stanley significantly cutting earnings per share estimates for most truckload and less-than-truckload carriers due to high shipper uncertainty and continuing industrial contraction..

A major regulatory shift occurred when the U.S. Court of Appeals overturned a key Federal Maritime Commission rule regarding detention and demurrage fees, a ruling analyzed in Demurrage dilemma: court overturns FMC's trucking rule. Specifically, the court found the FMC rule that categorically blocked demurrage charges against motor carriers to be "arbitrary and capricious," potentially opening the door for drayage carriers, who often lack leverage, to be billed for these terminal fees once again.

Equipment costs are set to rise after President Trump announced a new 25% tariff on imported medium- and heavy-duty trucks starting November 1st, as reported in Trump to impose 25% tariff on trucks starting Nov. 1. Since the U.S. imports the majority of these trucks from Mexico, the tariff could significantly raise the total cost of ownership for U.S. fleets, potentially slowing down equipment replacement cycles, even if vehicles nominally fall under the USMCA agreement.

North of the border, Canada Post is facing a severe labor crisis linked to its deep financial struggles, having incurred losses of $2.7 billion since 2018, leading to a crucial update in Canada Post reduces contract offer to striking workers, warns of job cuts. The postal operator rescinded a $500 to $1,000 signing bonus and is proposing to eliminate lifetime job security for urban employees while aiming to downsize the workforce through attrition, buyouts, and early retirement to facilitate needed modernization.

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President Donald Trump’s expansion of tariffs, which includes a new ⁠25% duty on imported medium and heavy-duty trucks⁠ is set to begin November 1st. This decision follows a federal probe under Section 232 of the Trade Expansion Act and is aimed at protecting U.S. manufacturers like Peterbilt and Kenworth.

The broadcast also covers the escalating labor situation at Canada Post, which has presented a scaled-back offer to ⁠50,000 striking mail carriers⁠ that increases the likelihood of job cuts. The company's proposed collective bargaining agreement no longer includes a signing bonus due to its deteriorating financial position and plans to eliminate lifetime job security provisions for urban unit employees.

Furthermore, the U.S. Department of Transportation has issued an emergency federal order leading to ⁠California and Oregon suspending the issuance of non-domiciled CDLs⁠. This crackdown follows an FMCSA audit that found widespread non-compliance, including that more than 25% of California's non-domiciled CDLs were improperly issued.

Don't miss the upcoming FreightWaves TV programming, including ⁠Loaded and Rolling⁠ and ⁠Check Call⁠. You can also join the leaders shaping the future of freight at the F3: Future of Freight Festival in Chattanooga, Tennessee, which is just two weeks away.

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In this episode of FreightWaves’ What The Truck?!?, host Malcolm Harris dives into how technology is quietly reshaping the freight world. From AI-powered visibility to smarter dock operations, this show takes you under the hood of innovation in logistics.

Guests:

Wesley Montague, CEO & Founder of ShipItPro — shares how his platform is tackling freight damage and cargo claims head-on, saving shippers billions through proactive tech and smarter communication across the supply chain.

David Mendelson, Chief Product Officer at Super Dispatch — talks scaling logistics tech, the evolution of SuperPay, and how invisible AI is making carriers’ lives easier (and getting them paid faster).

Headlines:

- ⁠U.S. DOT halts non-domiciled CDLs — what it means for illegal operators⁠

- ⁠USPS carrier shot by Amazon driver raises questions about delivery safety⁠

- ⁠Red Sea tensions impact global trade routes amid Gaza peace talks⁠

- ⁠Derek Bars confirmed as new FMCSA chief, signaling tighter regulatory focus⁠

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Join Craig Fuller and freight tech veteran Prasad Gollapalli (Founder of Trucker Tools and Queued) as they dive deep into the brutal competition and market dynamics shaking up the load board ecosystem.

#FreightTech #LoadBoards #Trucking #DAT #Highway #TruckStop #Logistics #SupplyChain #FreightRecession #Entrepreneurship

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The U.S. Department of Transportation issued an emergency order on September 26th mandating that states immediately stop issuing or renewing non-domiciled commercial learner’s permits and CDLs, targeting licenses often held long after their legal authorization to be in the U.S. had expired.

This crackdown follows a nationwide Federal Motor Carrier Safety Administration audit that linked at least five fatal crashes this year to improperly issued licenses. Industry analysis predicts a significant surge in bankruptcies especially among small and mid-size carriers who built their business models on skirting the law by using non-compliant labor willing to run severe hours-of-service violations.

Capacity issues are also global, as ongoing geopolitical uncertainty keeps ocean carriers away from the critical Suez Canal choke point. Maersk’s CEO, Vincent Clerc, stated that shipping firms are unlikely to return until security is “reliably restored” due to unacceptably high risks to crews and vessels. This continued rerouting around the Cape of Good Hope has caused container revenue for the Suez Canal Authority to plummet by as much as 60%, locking in elevated costs and longer transit times across the entire global supply chain.

Connecting these domestic compliance costs and global operational headwinds, Werner CEO Derek Leathers recently characterized freight rates as "stably horrible" for years in the address, noting that potential tariffs on Class 8 trucks made in Mexico could further inflate equipment costs and cap future capacity. Ultimately, this market reset is being structurally guaranteed not by a sudden demand boom, but by the simultaneous removal of illegal low-cost capacity domestically and persistent geopolitical risk that maintains a high operational cost ceiling globally.

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A U.S. Postal Service mail carrier was shot in the face by an Amazon package delivery driver during an altercation that escalated from an argument into a shoving match. Local law enforcement, the U.S. Postal Inspection Service, and the FBI are investigating this incident, which reportedly occurred after the Amazon driver was prevented from entering an area where USPS workers had the mailboxes open. 

The U.S. Senate has confirmed former law enforcement official Derek Barrs to serve as the eighth administrator of the Federal Motor Carrier Safety Administration. Barrs, who was nominated in March, previously served as the Florida Highway Patrol’s lead representative with the CVSA Enforcement Committee. 

Long Beach Port Chief Mario Cordero is stepping down after dedicating over 20 years of service in the container trades. Cordero, who guided the port through the global pandemic's supply chain disruptions, helped spearhead and formalize the port’s pioneering Green Port Policy in 2005. [Link to "Long Beach port chief Mario Cordero to retire - FreightWaves"]

Finally, be sure to tune in live at noon for an episode of WHAT THE TRUCK?!? with Malcolm Harris on FreightWaves TV today. The Future of Freight Festival, where you can join the leaders shaping freight’s future, is just about two weeks away in Chattanooga, Tennessee. 

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In this episode, we dive into the adaptability of the food distribution industry to temperature tracking. Our guest, Per Mange, CEO and founder of Surfact, breaks down the intricacies of the food distribution network and what’s next for additional temperature-controlled industries. For more information, subscribe to ⁠Running on Ice the newsletter⁠ or podcast.

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In part 5 of Fuller Speed Ahead: Generational Grit, Craig Fuller sits down with trucking legend Max Fuller for a raw look at his career. Max shares shocking stories from his early days working for his father, Clyde Fuller, in the 1970s—including using questionable tactics to keep the business afloat and Max’s bold move to defy his father’s low-profile approach to branding.

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