Episodios

  • Amazon Launches External LTL, Maersk Cuts Asia-US Flights, & Storm Fern Fallout | The Daily

    Amazon Launches External LTL, Maersk Cuts Asia-US Flights, & Storm Fern Fallout | The Daily
    Feb 2 2026
    In this episode, we break down how severe winter weather has upended the freight market, causing tender rejections to spike well above holiday peaks. Recent data indicates that Winter Storm Fern caused massive disruption, revealing a truckload market that is far more volatile than seen in previous years. We also discuss reports that Amazon is preparing to launch its external LTL service this summer, targeting specific shippers to build density. Analysts suggest Amazon has already contacted a significant portion of the market, signaling a move that could be highly disruptive to incumbent carriers. The conversation shifts to the sky, where Maersk Air Cargo is canceling its Asia-US flights to focus on more efficient aircraft. Sources indicate that Amazon is the likely buyer for the fleet of Boeing 767 freighters as Maersk terminates its contract with Amerijet. Finally, we examine a controversial Arizona bill targeting fake CDLs that would allow law enforcement to seize vehicles from non-compliant carriers. This state-level push highlights a broader federal enforcement gap, where limited verification mechanisms allow dangerous drivers to simply ignore out-of-service orders. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    5 m
  • Truckload Volatility Returns; SH 130 Courts Cross-Border Freight; ONE Reports Q3 Loss | Morning Minute

    Truckload Volatility Returns; SH 130 Courts Cross-Border Freight; ONE Reports Q3 Loss | Morning Minute
    Feb 2 2026
    On today’s FreightWaves Morning Minute, we discuss how severe winter weather and rising tender rejections are creating unprecedented volatility in the truckload spot market. With the National Truckload Index climbing to $2.71 per mile, the current capacity crunch signals a fundamentally different environment for carriers compared to previous years. As congestion on Interstate 35 worsens, operators of the SH 130 toll road are intensifying efforts to attract cross-border freight away from Austin traffic. Tractor-trailer volume on the bypass has surged 68% since 2019 as the route positions itself as a reliable alternative for U.S.-Mexico trade flows. In maritime news, Ocean Network Express reported an $88 million net loss for the third quarter due to softer freight volumes and weaker rates. Executives attributed the decline to a challenging operating landscape, particularly regarding slow cargo movement on Asia-North America trade routes. Finally, tune in at noon for a new episode of WHAT THE TRUCK?!? featuring Malcolm Harris. You can catch the full broadcast live or watch the replay later on our YouTube channel. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    2 m
  • WHAT THE TRUCK?!? | Excellence in Execution

    WHAT THE TRUCK?!? | Excellence in Execution
    Jan 30 2026
    On this episode of WHAT THE TRUCK?!?, host Malcolm Harris delivers a packed show covering the biggest stories shaping trucking and logistics right now. From major winter weather threats hitting the East Coast to regulatory crackdowns, air cargo shifts, fraud concerns, and carrier shutdowns, Malcolm breaks down the headlines that matter most to the freight economy. The episode also features a triple-threat lineup of industry leaders: Dan Brink, Chief Revenue Officer at Fleet Owl, dives into AI-driven dispatch, TMS innovation, and how technology is helping small and mid-sized carriers scale efficiently. Jason Douglass, VP of Community & Engagement at PCS, brings an unfiltered, driver-first perspective on the “driver shortage,” pay transparency, community building, and the future of trucking in 2026. Charles Masters, Co-Founder & CEO of Supply Veins, shares his journey from military service to startup founder and explains how fixing communication—not just sourcing—is transforming fleet procurement. ⁠Watch on YouTube⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    45 m
  • Ghost Fleets, Florida’s $50k Fines, and the AGX Freight Collapse | The Daily

    Ghost Fleets, Florida’s $50k Fines, and the AGX Freight Collapse | The Daily
    Jan 30 2026
    Join us for today’s deep dive into a supply chain defined by intense scrutiny, from federal relief to aggressive state enforcement. We begin with Washington, where bipartisan legislation aims to reform the DataQs appeals process, finally giving drivers a fair shot against flawed safety records. However, the tone shifts dramatically at the state level, where Florida is advancing severe penalties that include vehicle impoundment and $50,000 fines for unauthorized immigrant drivers. This legislative push is part of a broader trend, as federal regulators press forward with data collection on non-domiciled CDLs despite significant pushback. We also analyze confusing enforcement patterns, where a surge in English Language Proficiency violations points toward the existence of "ghost fleets" masking their true size. The data reveals impossible discrepancies between reported truck counts and the volume of roadside inspections. On the financial front, the sudden collapse of AGX Freight highlights the fragility of brokerage cash flows and the immediate risks to carriers. This shutdown exposes the inadequacy of the current $75,000 bond system, which often leaves truckers unpaid and vulnerable to fraud when brokers fail. Finally, we look ahead to a pivotal Supreme Court case regarding broker liability for negligent selection, which could fundamentally reshape risk management across the industry. We explore whether these compounding pressures are pushing small operators out of the market entirely. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    6 m
  • China Loses Panama Ports, Maersk Drops Amerijet, FMCSA Driver Crackdown | Morning Minute

    China Loses Panama Ports, Maersk Drops Amerijet, FMCSA Driver Crackdown | Morning Minute
    Jan 30 2026
    In today’s episode, we discuss the Panama Supreme Court's ruling that forces a Hong Kong-based firm to give up its concessions at the Panama Canal ports. This legal decision comes as the U.S. president continues to assert the necessity of American influence over the strategic waterway. Next, we look at Maersk Air Cargo's strategic pivot to cancel its flying partnership with Amerijet in favor of utilizing its own larger, more efficient jets. This transition reportedly includes selling aircraft to Amazon and has triggered upcoming layoffs for roughly 20% of Amerijet's pilot workforce. Finally, federal regulators are doubling down on plans to enforce restrictions on foreign truck drivers despite facing fierce legal challenges from California and 18 other jurisdictions. The FMCSA argues that collecting historical data on non-domiciled CDL holders is essential for safety, even as the rules remain temporarily frozen by the courts. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    3 m
  • Bomb Cyclone Targets East Coast, C.H. Robinson’s AI Surge, and Waabi’s $750M Raise | The Daily

    Bomb Cyclone Targets East Coast, C.H. Robinson’s AI Surge, and Waabi’s $750M Raise | The Daily
    Jan 29 2026
    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. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    6 m
  • The Long Haul | Run the Truck Like a Business or Get Run Over by It

    The Long Haul | Run the Truck Like a Business or Get Run Over by It
    Jan 29 2026
    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. ⁠Follow The Long Haul Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    42 m
  • Tesla Semi Production Ramp, Schneider CEO Transition & DHL’s Truck-Air Service | Morning Minute

    Tesla Semi Production Ramp, Schneider CEO Transition & DHL’s Truck-Air Service | Morning Minute
    Jan 29 2026
    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. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    3 m