FreightCasts

New research from Noël Perry and Truck Parking Club suggests that truck parking problems are more about ⁠operational inefficiencies and a lack of awareness⁠ rather than an actual shortage of spaces. Although the U.S. has approximately 23.4 million truck parking spaces, only about 3% of this supply is open for public use, pointing to a vast amount of underutilized capacity.

Bipartisan legislation, the Secure Trade Act, has been introduced in the U.S. House of Representatives to give ⁠Congress more control over trade and tariff policy and to incentivize American-produced domestic goods⁠. This bill codifies the 10% tariff baseline on all imports and establishes higher tariffs for China, including a 35% tariff on non-strategic goods and a 100% tariff on strategic goods, phased in over five years.

⁠Truckstop.com announced its acquisition of Denim⁠, a transportation-focused financial technology business and factoring service that automates invoicing. This strategic acquisition aims to help both carriers and brokers better manage and increase security for their businesses, while also reducing time-to-cash and optimizing back-office processes by leveraging Denim's AI and automation to process 75% of payments in under one minute.

Stay tuned to FreightWaves TV this afternoon for ⁠Loaded and Rolling⁠ and ⁠Check Call⁠ with Mary O'Connell. Remember to visit ⁠live.freightwaves.com⁠ to register for upcoming events like F3 and the Cross Border Summit to take advantage of registration discounts.

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On this episode of WHAT THE TRUCK?!?, host Thomas Wasson teams up with special guest host Charles Gracey for a high-energy ride through today’s top trucking stories and industry insights. They’re joined by Lewie Pugh, Executive Vice President of OOIDA, who breaks down new EPA guidance on diesel emissions and what it means for drivers on the road. Then, Jeff Pape, General Manager of Transportation and Corporate Payments at U.S. Bank, dives into the latest Freight Payment Index and shares what the data is telling us about freight volumes, spending, and regional trends.Thomas and Charles also tackle the day’s biggest headlines, from self-driving trucks and California’s emissions battles to tariffs shaking up cross-border freight and new AI-powered gate technology.It’s an episode loaded with insights, banter, and the pulse of the freight world you won’t want to miss.

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Air Canada is facing significant disruption as its flight attendants continue an illegal strike, defying a federal order to return to work. This has led to the ⁠indefinite suspension of all Air Canada and Air Canada Rouge flights⁠, impacting an estimated 500,000 people and disrupting crucial cargo shipments.

A tragic Florida crash highlights ⁠dangerous gaps in commercial driver licensing standards⁠, revealing a system with minimal practical experience requirements and inadequate attention to cultural and language barriers. The shift to automatic transmissions has removed a natural screening mechanism, and inconsistent state licensing requirements create alarming inconsistencies in driver preparation.

California's ⁠Clean Truck Partnership⁠ is embroiled in multiple legal challenges, with OEMs suing the California Air Resources Board (CARB) and the Department of Justice intervening to invalidate the deal. The core dispute questions whether federal Congressional action can override EPA waivers that allowed California's stricter emission standards, which CARB continues to enforce despite federal opinions.

SONAR has launched its new ⁠"Blue to Blue" mobile app⁠, providing small trucking carriers with affordable, real-time freight market data to identify high-demand, high-rate lanes and maximize profitability. Meanwhile, ⁠Xeneta's acquisition of maritime data company eeSea⁠ expands its capabilities to offer clients comprehensive data for managing ocean freight contracts based on both cost and service levels, reflecting a trend of strategic mergers in supply chain technology.

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Good morning, and welcome to your FreightWaves Warning Minutes! This episode covers ⁠US trade with Mexico⁠, which continued to dominate in June, with volumes up 4.4% year-over-year to $73 billion. Mexico held its position as the top US trade partner, ahead of Canada and China, with key imports from Mexico including computers, passenger vehicles, and auto parts.

We also discuss the ⁠Air Canada flight attendant strike⁠, which saw the Canadian government order both parties back to the bargaining table and into binding arbitration just 12 hours after the strike began. This intervention, deemed necessary to protect the Canadian economy, was strongly opposed by the flight attendants' union, CUPE, which criticized it as undermining workers' rights and favoring Air Canada, leading to a delayed operational restart.

Finally, ⁠Canada Post is dealing with ongoing labor issues⁠, as it will resume contract negotiations with the mail carriers' union this Wednesday for the first time in three months. This follows the union's overwhelming rejection of Canada Post's final offer, continuing a contentious dispute that has spanned over 18 months and included a 32-day strike last year.

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In this episode, we dive into the hiccups that come with perishable shipping. Our guests Andre Luecht and Chris Caulfield from Zebra Technologies, break down how to shift from reactionary to proactive supply chains and how not to let the disruptions derail a supply chain. For more information, subscribe to ⁠Running on Ice the newsletter⁠ or podcast.

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In this episode of WHAT THE TRUCK?!?, host Thomas Wasson dives into the rising threat of cargo fraud and the innovations keeping our highways safer. GenLogs CEO Ryan Joyce reveals how his nationwide truck-tracking camera network is helping brokers, carriers, and law enforcement catch cargo thieves, recover stolen assets, and stop DOT identity fraud. Later, Volvo Trucks’ Chris Stadler discusses groundbreaking safety features—like side-curtain airbags and high-strength steel cabs—and the rigorous Arctic and heatwave testing behind the all-new VNL, fresh off winning the prestigious Red Dot design award. Plus, industry headlines on freight volumes, Amazon’s grocery expansion, and key legal battles shaping broker liability.

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The ⁠Clean Truck Partnership⁠ has taken another significant blow, as four major truck manufacturers agreed with the FTC not to comply with the deal's zero-emission goals and settled a multi-state lawsuit. These actions effectively dismantled the CTP, which sought to push truck fleets toward a zero-emission future, especially after federal action eliminated waivers for California's related clean truck rules.

The latest report from Cass Information Systems revealed that ⁠freight volumes fell faster in July⁠, marking a three-month sequential decline and the largest year-over-year drop since January. Despite the slump in volumes, freight expenditures showed a positive trend for the fourth consecutive month on a year-over-year basis, indicating complex shifts in the freight market.

⁠BMO, a prominent lender to the trucking industry⁠, is reportedly exploring the sale of its transportation finance business, with a potential sales price of around $1 billion. This unit's quarterly reports have historically provided valuable, granular data on the trucking industry's health, including insights into impaired loans and overall credit conditions.

For more in-depth analysis, be sure to tune into FreightWaves TV for WHAT THE TRUCK?!? live at noon, or catch the replay on SiriusXM channel 146. You can also sign up for upcoming events like F3 and the Cross Border Summit at ⁠live.freightwaves.com⁠, using the code MORNINGMINUTEF325 for a discount.

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Dr. Zac Rogers comes on to discuss the July LMI and update on the current supply chain amidst the continued tariff turmoil.

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Historian and energy writer Emmet Penney, host of the Nuclear Barbarians podcast, discusses the role nuclear power will play in America's reindustrialization with JP Hampstead, with wide-ranging commentary on the history of nuclear policy and recent announcements by Westinghouse.

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