Episodios

  • 3PLs dominate industrial leasing, Alaska Airlines vs. Amazon & C.H. Robinson’s AI fix | The Daily

    3PLs dominate industrial leasing, Alaska Airlines vs. Amazon & C.H. Robinson’s AI fix | The Daily
    Jan 27 2026
    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. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    6 m
  • Court denies CA CDL renewal bid; Alaska Airlines dissatisfied with Amazon contract | Morning Minute

    Court denies CA CDL renewal bid; Alaska Airlines dissatisfied with Amazon contract | Morning Minute
    Jan 27 2026
    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. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    3 m
  • WHAT THE TRUCK?!? | Fern & Freight

    WHAT THE TRUCK?!? | Fern & Freight
    Jan 26 2026
    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. ⁠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
    46 m
  • #WithSONAR | Track Weather Risk in Real Time

    #WithSONAR | Track Weather Risk in Real Time
    Jan 26 2026
    Welcome back to #WithSONAR! This week, we’re shifting to Critical Events and showing how you can track real-time weather disruptions directly within SONAR—while you’re already analyzing rates and market conditions. In this session, we’ll walk through SONAR’s weather intelligence tools, powered by our partnerships with WeatherOptics and Everstream, and how they help you proactively manage risk during severe weather events. You’ll learn how to: Access Critical Events under the Risk Management section in SONAR Monitor real-time and forecasted weather disruptions across the U.S. and globally Identify high-impact areas affecting facilities, shipments, and capacity View storms, cyclones, wildfires, earthquakes, and other disruptive events Use radar, traffic, hyperlocal weather, and impact indices to support operational decisions Validate delays, communicate proactively with customers and carriers, and plan ahead Both WeatherOptics and Everstream are included with your SONAR subscription, giving you the tools to stay ahead of disruptions and protect service during volatile conditions. 📩 Have questions? Reach out to cs@gosonar.com or your Account Manager. 💡 Subscribe for more quick SONAR insights! #freight #freighttech #gosonar #sonar #softwareasaservice #logistics Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    13 m
  • DOT Threatens "Nuclear Option" on California CDLs, Winter Storm Fern Waivers & FedEx Spinoff | The Daily

    DOT Threatens "Nuclear Option" on California CDLs, Winter Storm Fern Waivers & FedEx Spinoff | The Daily
    Jan 26 2026
    The regulatory battle between Washington and Sacramento reaches a boiling point as the ⁠DOT threatens to strip California of its authority to issue commercial driver's licenses⁠. This unprecedented "nuclear option" escalates beyond the initial dispute over non-domiciled credentials and could leave hundreds of thousands of drivers unable to operate in interstate commerce. On the weather front, the FMCSA has issued a ⁠massive 40-state regional emergency declaration⁠ to assist with relief efforts during Winter Storm Fern. While the Northeast battles snow, the Southeast faces dangerous ice storm conditions that have ⁠left over one million people without power⁠ and grounded thousands of flights. In market news, ⁠FedEx Freight prepares for its spinoff as a standalone company⁠ with a freshly assigned investment-grade credit rating. Meanwhile, Alaska Airlines leverages its acquisition of Hawaiian Airlines to ⁠launch new international cargo routes into London and Rome⁠. Finally, analysts predict a ⁠dramatic rise in transportation M&A activity by late 2026⁠, though buyers remain focused on specialized carriers rather than general freight. This recovery favors companies with defensible service models while pure spot market brokerages may continue to struggle. ⁠Follow the FreightWaves NOW Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    6 m
  • Duffy’s Nuclear Option for CA CDLs, Logistics M&A Surge & DSV’s Border Bet | Morning Minute

    Duffy’s Nuclear Option for CA CDLs, Logistics M&A Surge & DSV’s Border Bet | Morning Minute
    Jan 26 2026
    In this episode of the FreightWaves Morning Minute, we examine the escalating standoff between federal regulators and California that could paralyze the nation's largest trucking workforce. Transportation Secretary Sean Duffy is threatening to strip the state of its commercial licensing power over safety concerns regarding 17,000 non-domiciled licenses. Markets are also bracing for a major shift, with analysts predicting a dramatic spike in logistics mergers and acquisitions by the end of 2026,. Investors are increasingly favoring specialized tech platforms over generic brokerages, exemplified by Echo Global Logistics' recent move to acquire ITS Logistics. Finally, the nearshoring boom is driving tangible infrastructure investments along the southern border. DSV has broken ground on a massive regional headquarters in Arizona to support growing cross-border trade, joining other industry giants in expanding their footprint to capture Mexico-bound freight. 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?!? | Freight Flow & Finances

    WHAT THE TRUCK?!? | Freight Flow & Finances
    Jan 23 2026
    On this Friday edition of WHAT THE TRUCK?!?, host Malcolm Harris breaks down the biggest stories shaping freight right now — from Winter Storm Fern threatening major U.S. freight corridors to consolidation moves and rail investments impacting the market. Malcolm is joined by two industry heavy-hitters for a jam-packed conversation covering technology, operations, and money on the ground: Steve Shebuski, VP of Presales at MCA Connect, dives deep into how TMS, WMS, ERP, and Dynamics 365 are transforming distribution, warehousing, and fulfillment. Steve explains where companies get digital transformation wrong, how to orchestrate (not just automate) supply chains, and why clean data, integration, and human judgment still matter — even in an AI-driven future. Kimberly “Kim” Fisk, President of Triumph, brings real-world insight into small carrier financing and cash flow strategy. From instant invoice approval and predictable capital to fraud prevention and back-office automation, Kim explains how fast, reliable access to cash is changing how carriers make decisions, survive tight markets, and plan for long-term growth. ⁠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
    46 m
  • R&R’s collapse, Landstar’s $23M verdict & CSX pivots to efficiency | The Daily

    R&R’s collapse, Landstar’s $23M verdict & CSX pivots to efficiency | The Daily
    Jan 23 2026
    The industrial economy flashes a warning sign as⁠ CSX reports a dip in revenue⁠ and pivots back to a strategy of strict cost discipline. Executives cite subdued demand as the primary driver for⁠ abandoning previous growth targets⁠ in favor of efficiency. In the brokerage sector, the⁠ sudden collapse of the R&R Family of Companies⁠ serves as a brutal cautionary tale about rapid expansion and cash burn. Former employees reveal how⁠ failed acquisitions and maintenance costs⁠ spiraled into a crisis that left drivers stranded. Legal risks for 3PLs escalate after a Texas court rules⁠ Landstar is fully liable for a $23 million accident verdict⁠, overturning a previous jury decision. This ruling intensifies the stakes for an upcoming⁠ Supreme Court decision on broker liability⁠ regarding the federal preemption of state negligence claims. On the infrastructure front, Congress advances a spending package that includes⁠ a record $200 million for truck parking⁠ to improve safety and retention. Meanwhile, the adoption of electric trucks gets a boost through⁠ a new charging partnership⁠ aimed at achieving cost parity with diesel on major freight corridors. ⁠Follow the FreightWaves NOW Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
    7 m