Aug - 2026 -
03 August
FreightWaves Staff

How ArcBest Defied Expectations with Stellar Q2 Performance

SummaryView Transcript ArcBest’s Q2 earnings reveal a significant 650 basis point improvement in its asset-based division. CEO Seth Runser unpacks how the company achieved these impressive numbers, sharing insights into market demand signals and their integrated logistics strategy. Discover how ArcBest leverages its 100+ year legacy, brand consolidation, and new digital platform to thrive amidst […]

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FreightWaves Staff

Freight Market Update: 5 Signals Capacity Is Tight

SummaryView Transcript Freight market update: 5 pillars explaining why capacity is tight and rates are holding up. Backed by SONAR data and Q2 carrier earnings, this breaks down tender rejections, spot rates, steady demand, dedicated capacity shifts and why driver recruiting is getting tougher. If you want the real takeaway fast: this looks more supply-driven […]

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FreightWaves Staff

C.H. Robinson: Nuclear Verdict’s Existential Threat to Brokers

SummaryView Transcript The C.H. Robinson earnings call was overshadowed by the massive $600M nuclear verdict. FreightWaves’ John Kingston and Max Fuller dive into the lawsuit’s implications, from rising insurance costs to the redefinition of independent contractor status. Is this an existential threat to the brokerage business model as we know it? C.H. Robinson’s CEO Dave […]

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FreightWaves Staff

Nuclear Verdicts: $86M awarded despite NO negligence? [Trucking Crisis]

SummaryView Transcript Trucking leaders David Parker (Covenant Logistics) and Max Fuller (U.S. Xpress) unpack the state of the freight market, from the driver shortage to nuclear verdicts. Discover why market stability and tort reform are crucial for carrier survival and what’s driving the “supercycle” in this candid discussion. A Utah jury awarded an $86 million […]

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Jul - 2026 -
30 July
FreightWaves Staff

Why ‘Shipper of Choice’ is a MUST in Chemical Logistics

SummaryView Transcript In the cutthroat world of chemical logistics, building strong carrier relationships isn’t just nice-to-have – it’s a strategic imperative. Rob McRae from Univar Solutions shares how their ‘shipper of choice’ mentality, especially in niche liquid bulk hazmat, helps them secure capacity and navigate erratic markets. Discover why long-term partnerships are key to resilience. […]

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FreightWaves Staff

Is LTL the NEW King? Market Shift & Carrier Investment Explained

SummaryView Transcript The freight market is seeing a major shift as rising truckload prices push shippers towards LTL solutions. Brad Hadley, VP of National Accounts at Saia, joins FreightWaves Today to discuss this trend, Saia’s record Q2 tonnage, and their strategic investments in terminals and talent programs. Discover how carriers are adapting and what it […]

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FreightWaves Staff

Unlock Freight Success: Why Carrier Partnerships Matter | RXO Strategy

SummaryView Transcript Brian Reilly, VP National Account Sales at RXO, breaks down the critical role of strong carrier partnerships and communication in today’s dynamic freight market. Learn how RXO helps shippers build lasting relationships, optimize capacity, and create a ‘shipper of choice’ environment that rewards top performers. Spot freight rates are running 40% to 70% […]

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FreightWaves Staff

Capacity CRUNCH: Why Trucks are Disappearing from the Market

SummaryView Transcript The freight market has seen unprecedented challenges, from a “freight recession” to tightening capacity and soaring liability costs. Ben Caplenor, EVP of Operations at LRT Solutions, shares his insights on navigating these head-on, explaining how logistics companies can stand out with top-tier service and strategic partnerships. Plus, FreightWaves’ Mary O’Connell weighs in on […]

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FreightWaves Staff

Carriers Gain Leverage: Become a Shipper of Choice to Win Capacity

SummaryView Transcript In today’s evolving freight market, gaining carrier loyalty means becoming a true “shipper of choice.” Covenant’s Tyson Wimberly shares actionable insights from the Univar Carrier Kickoff on what carriers look for in long-term partners. Discover strategies for visibility, operational alignment, and how to differentiate your business to secure capacity amidst fierce competition. Carriers […]

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29 July
FreightWaves Staff

J.B. Hunt on Freight Recession & Rate Hikes: What’s Next?

SummaryView Transcript The trucking market is undergoing significant changes, with spot capacity rates seeing a dramatic year-over-year increase. J.B. Hunt’s SVP of Operations, Josh Phelan, explains how supply-side pressures, cost inflation, and a tight driver market are driving these shifts. Learn why the industry needs higher rates to reinvest and what this means for the […]

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FreightWaves Staff

Freight Rates: Are they rising because of DEMAND or CAPACITY?

SummaryView Transcript The latest Q2 earnings reports from major trucking and rail carriers paint a clear picture: the freight market is tight, and rates are rising. But is it really about surging demand? Discover the underlying reasons behind increasing contract and spot rates, elevated tender rejections, and how regulatory pressures are shaping market capacity. We […]

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FreightWaves Staff

Knight-Swift Q2: Why This Carrier’s Profit Beat Signals Market Shift

SummaryView Transcript Knight-Swift’s Q2 earnings blew past expectations, driven by an impressive surge in truckload rates. Our Finance Editor, Todd Maiden, breaks down how this signals a major inflection point in the freight market. With aggressive rate reviews and strategic adjustments, Knight-Swift is poised for significant profit growth that hasn’t even hit the books yet. […]

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FreightWaves Staff

Rail Merger Promises: “Where’s the Beef?” | FreightWaves Today

SummaryView Transcript Paul Tonsager, CEO & Founder of Integrated Multi-Modal Solutions, questions the ambitious claims of the recent rail merger applications, asking “Where’s the beef?” in terms of specifics for truckload diversions. He discusses the long-term growth stagnation in freight, the immediate opportunities for railroads, and the complex dynamics of intermodal relationships. Discover why industry […]

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FreightWaves Staff

Unpacking Rail Earnings: How Volume Growth Fuels Merger Talks

SummaryView Transcript Railroads are seeing a significant upturn in Q2 earnings, with most Class 1 carriers raising their guidance. But the big story is the revelation of strategic deals between Union Pacific and Canadian National, directly tied to the CPKC merger. Discover how these competitive shifts will redefine domestic and cross-border rail operations, bypassing congested […]

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FreightWaves Staff

Housing Market Crash Slams Last-Mile Delivery: What’s Next?

SummaryView Transcript The last-mile delivery sector for big and bulky items is experiencing a significant slowdown, with growth rates halved. FreightWaves’ Eric Kulisch breaks down how a weak housing market, high mortgage rates, and shifting consumer behavior are directly impacting the movement of furniture, appliances, and more. Learn why execution and AI-driven technology are becoming […]

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FreightWaves Staff

Massive $600 Million Nuclear Verdict Hits C.H. Robinson & Brokerage Industry

SummaryView Transcript A $600 million nuclear verdict against C.H. Robinson sends shockwaves through the brokerage industry. This landmark post-Montgomery case goes beyond typical carrier liability, with the jury effectively deeming the independent carrier’s driver an employee of C.H. Robinson. John Kingston, Editor at Large for FreightWaves, breaks down the implications for brokers, carriers, and the […]

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FreightWaves Staff

Broker Liability: $604M Judgment Signals New Era of Risk in Trucking

SummaryView Transcript The trucking industry is bracing for a wave of “nuclear judgments” following a massive $604 million verdict against an operating transportation company. This isn’t an isolated incident; it’s a sign of a looming crisis where brokers are increasingly targeted by plaintiff attorneys. Find out how this shifting legal landscape will impact operations, compliance, […]

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FreightWaves Staff

The Unforeseen Pivot: XPO’s Bold Asset-Heavy Acquisition

SummaryView Transcript Dennis McCaffrey, SVP at RXO, shares incredible insights into XPO’s (and now RXO’s) strategic evolution, including Brad Jacobs’ surprising pivot from an asset-light brokerage rollup to a major asset-heavy operation with the acquisition of Con-way. Learn what drove this monumental shift and how it reshaped the logistics landscape. McCaffrey also details RXO’s current […]

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FreightWaves Staff

RateSafe: The App Giving Truck Drivers Decision-Making Power [Hackathon Winner]

SummaryView Transcript RateSafe, the winning app from FreightWaves’ Driver App Shortage Hackathon, is changing how truckers evaluate loads. Developed by Sean Conley of Vantage Logistics, this app uses SONAR API data and personalized driver metrics to help owner-operators decide whether to ‘take, avoid, or counter’ a load. It goes beyond just price, considering fuel economy, […]

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FreightWaves Staff

Last-Mile Delivery: The Hidden Costs of Poor Reliability | FreightWaves Today

SummaryView Transcript Last-mile delivery is more complex than ever, and consumer expectations are rapidly evolving. Jake Stein, VP of Retail Growth at Burq and former Uber Direct leader, explains why reliability is now more important than speed for customer satisfaction. Discover how retailers can leverage hybrid models and AI-enabled platforms to meet these shifting demands, […]

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FreightWaves Staff

Freight Efficiency: How to Solve the “Dumb Box” Problem in Trucking

SummaryView Transcript The logistics industry has a dirty little secret: trailers sit idle for 30-40% of their lifespan, costing carriers and shippers millions. Chris Hines, CEO of REPOWR, reveals how their new Trailer Optimization Platform (TOP) is transforming this inefficiency into opportunity. Discover how advanced data feeds and an execution layer can automate repositioning, boost […]

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FreightWaves Staff

Trucking Capacity Tightness: Why It’s Here To Stay

SummaryView Transcript The freight market is seeing a major shift: capacity is tightening due to regulatory pressures and driver challenges, not just demand. Discover how these factors, alongside diverging spot rates and diesel prices, are impacting carriers and the overall supply chain. This deep dive into Q2 earnings from major players like Knight-Swift, Werner, and […]

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FreightWaves Staff

Trucking Company’s ESOP: How Employee Ownership Drives Low Turnover (35%)

SummaryView Transcript Nussbaum Transportation, a leading 600-truck fleet, made a pivotal decision in 2018: transitioning to an Employee Stock Ownership Plan (ESOP). CEO Brent Nussbaum reveals the motivations behind this move, emphasizing a core philosophy passed down from his father: ‘take care of your people.’ Discover how employee ownership helps retain drivers with industry-low 35% […]

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FreightWaves Staff

Rail Merger: UP CEO Says it’s BETTER for Consumers | FreightWaves Today

SummaryView Transcript Rail traffic is UP, but the biggest story in North American rail is the proposed CPKC-KCS merger. We unpack the latest AAR data and hear why Union Pacific and Norfolk Southern CEOs believe this merger will be *better* for consumers, improving service, lowering costs, and bringing trucks off highways. But competitors aren’t convinced. […]

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FreightWaves Staff

Trucking Earnings: Why UPS Is Falling Behind in a Robust Market

SummaryView Transcript While the freight market shows resilience, UPS earnings paint a different picture, raising questions about Amazon’s impact and the carrier’s restructuring. Meanwhile, truck OEMs like PACCAR are reporting strong performance, indicating robust demand and favorable pricing ahead. Christopher Versace breaks down the Q2 earnings season in logistics and transportation. UPS stock sold off […]

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FreightWaves Staff

The ‘Capacity Tax’: How AI Data Centers Alter Freight Markets

SummaryView Transcript The freight market is behaving unusually, and AI data centers are a major reason why. IntelliTrans’ Blake Ezell explains how this ‘silent competitor’ for specialized flatbed capacity is driving up rates for traditional bulk shippers, even as overall volumes soften. Discover why a growing digital world creates a physical ‘capacity tax’ for your […]

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FreightWaves Staff

Is This Trucking Market Different? Why Capacity Won’t Flood Back In

SummaryView Transcript Aaron Graft, CEO of Triumph Financial, dives deep into why this freight market cycle is structurally different. He explains that increased litigation, regulation, and legislation act as barriers to entry, preventing the surge of new capacity seen in previous upturns. This fundamental shift suggests the current tight market conditions might persist longer than […]

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FreightWaves Staff

Celadon Bankruptcy: The Inside Story & Stranded Drivers [FreightWaves Exclusive]

SummaryView Transcript Paul Svindland, former CEO of Celadon, reveals the emotional toll of the company’s bankruptcy. He recounts how FreightWaves breaking the news prematurely led to chaos, stranded drivers, and fuel cards being shut off during the harsh winter of 2019. Despite the operational health of the business, a mountain of financial and legal issues […]

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28 July
FreightWaves Staff

Is This Trucking Market Different? Why Capacity Won’t Flood Back In

SummaryView Transcript Aaron Graft, CEO of Triumph Financial, dives deep into why this freight market cycle is structurally different. He explains that increased litigation, regulation, and legislation act as barriers to entry, preventing the surge of new capacity seen in previous upturns. This fundamental shift suggests the current tight market conditions might persist longer than […]

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24 July
FreightWaves Staff

Modal Shift: Why Shippers AVOID Cheaper Intermodal | FreightWaves Today

SummaryView Transcript Nicholas Shipe from Circle Logistics reveals critical shifts in automotive logistics and the factors influencing intermodal vs. expedited freight decisions. Learn why cost isn’t the only driver when manufacturers prioritize production uptime. Plus, discover the surprising truth about America’s overlooked energy advantage shaping industrial supply chains. Summary unavailable.

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FreightWaves Staff

Trucking Compliance Crackdown EXPANDS: What it Means for the Freight Market

SummaryView Transcript The trucking industry is facing an expanding compliance crackdown, with states intensifying safety inspections and enforcing CDL regulations. This isn’t just a federal issue; local enforcement is driving a tighter freight market, reducing available capacity, and pushing spot rates to near-record highs. Understand why this regulatory shift is reshaping the industry. Summary unavailable.

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FreightWaves Staff

Zebra’s “Physical AI” Transforms Supply Chain Operations | Expert View

SummaryView Transcript Andre Luecht from Zebra Technologies dives into the power of “physical AI” for the supply chain. Discover how this innovative approach empowers frontline workers with real-time feedback, transforming warehouse and logistics operations. Learn how advanced visibility solutions go beyond basic tracking to provide granular insights, improving accuracy and speed from factory floor to […]

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FreightWaves Staff

Is This Trucking Market Different? Why Capacity Won’t Flood Back In

SummaryView Transcript Aaron Graft, CEO of Triumph Financial, dives deep into why this freight market cycle is structurally different. He explains that increased litigation, regulation, and legislation act as barriers to entry, preventing the surge of new capacity seen in previous upturns. This fundamental shift suggests the current tight market conditions might persist longer than […]

Read More »
21 July
FreightWaves Staff

Trimble’s Big Move: Unpacking the Transportation Division Sale

SummaryView Transcript Trimble is reportedly selling its transportation division, including major acquisitions like Transporeon and PeopleNet. Bart de Muynck breaks down the challenges of integrating disparate carrier and shipper tech worlds, poor market timing for acquisitions, and why even large enterprises struggle to unify complex platforms in a rapidly evolving logistics tech landscape. Discover how […]

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FreightWaves Staff

Weather Optics: Unpacking Tropical Storm Bertha’s Impact on Freight

SummaryView Transcript Tropical Storm Bertha is crawling along the Gulf Coast, raising concerns about significant coastal flooding and heavy rainfall. While this hurricane season is predicted to be quiet due to El Niño, Weather Optics’ Joshua Feldman explains why slow-moving storms like Bertha can still pose a serious threat to logistics and supply chains, especially […]

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FreightWaves Staff

Supply Chain Alert: Bertha Could Disrupt Gulf Coast Logistics

SummaryView Transcript Tropical Storm Bertha is brewing in the Gulf, marking the second named storm of the season. While not yet a hurricane, Bertha’s path across the Gulf Coast poses significant risks to freight markets and the vital energy sector. Learn how flooding, production shutdowns, and relief efforts will impact logistics, and why even a […]

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FreightWaves Staff

Energy Market Chaos: Unprecedented Diesel Price Spike Hits Logistics

SummaryView Transcript The latest DOE/EIA report shows diesel prices experiencing their largest weekly jump since the Iran War, adding over 55 cents per gallon in just two weeks. This unprecedented surge in diesel, now twice the price of Brent crude, highlights severe imbalances in the global energy market. John Kingston breaks down the impact on […]

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FreightWaves Staff

Fuel Hedging: Restaurant Supply Chain’s Secret Weapon for Stability

SummaryView Transcript Discover how Armada’s CFO, Brian McGowan, tackles the complex, low-margin world of food and restaurant logistics. Learn how their comprehensive supply chain solutions, including innovative fuel hedging strategies, saved clients nearly $9 million amidst volatile fuel prices and inflation. We also discuss how AI and new tech are reshaping food delivery and what […]

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FreightWaves Staff

Serial Entrepreneur Reveals Keys to Successful Freight Tech Exits

SummaryView Transcript FreightWaves sits down with Marc Held, CEO of HOPTEK, an AI-native freight monetization platform. Learn how his unique approach to problem-solving, influenced by a successful track record in logistics tech exits including Green Screens and Turvo, is now being applied to help carriers maximize profit and streamline tender decisions. Discover how HOPTEK is […]

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20 July
FreightWaves Staff

Private vs. Public: How ODW Logistics Navigates Growth & Strategy

SummaryView Transcript Paul Boothe, Chief Commercial Officer at ODW Logistics, joins FreightWaves Today to dissect the nuances of the ArcBest-Molo acquisition, the impact of cultural integration, and the evolving dynamics of the logistics market. Boothe shares insights from his decades-long career, covering the automotive sector’s pivot post-COVID, the ‘supercycle’ in freight, and the critical role […]

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FreightWaves Staff

Freight Market: July Doldrums or Goldilocks Zone?

SummaryView Transcript Is the freight market in a ‘Goldilocks scenario’? July may be seasonally slow, but underlying conditions suggest a significant shift towards quality and contracted rates. We break down why load boards are losing market share and what this means for future rate increases. Summary unavailable.

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FreightWaves Staff

70% Logistics Cost Cut? | Why Custom AI Models are the Future

SummaryView Transcript Every logistics company operates uniquely, so why settle for one-size-fits-all AI? Sushanth Raman, CEO of Pallet, introduces custom AI models designed specifically for individual businesses. Discover how sovereign AI slashes execution costs by 70-80%, enhances data privacy, and drives tangible ROI. Learn why owning your intelligence is critical for future supply chain success. […]

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FreightWaves Staff

Trucking Market Update: Is a Strong Retail Peak Season Inbound?

SummaryView Transcript FreightWaves CEO Craig Fuller reports LIVE from the world’s largest airshow with critical insights into the tightening freight market. Discover how international container spot rates have surged 400% and what this means for domestic trucking. We break down the quiet trucking market, strong intermodal activity, and the anticipated surge of long-haul volume from […]

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FreightWaves Staff

Exclusive: The $1 Billion Cargo Theft Network Plaguing the Supply Chain

SummaryView Transcript FreightWaves’ Phil Brink dives into two explosive stories shaking the supply chain: a $1 billion cargo theft network exposed by the FBI, and federal crackdowns on 75 CDL training schools suspected of widespread fraud. Learn about the sophisticated methods criminals use, the implications for driver safety, and how law enforcement and brokers are […]

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FreightWaves Staff

AI Data Center Boom: Is It an Absolute Bubble for Freight?

SummaryView Transcript Freight demand is split. While consumer-centric sectors like beverages and appliances struggle, industrial demand for electrical goods, data centers, and batteries is soaring, creating a unique bifurcation in the freight market. Dr. Jason Miller from Michigan State University warns the AI data center build-out could be an ‘absolute bubble’ mirroring past tech booms, […]

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FreightWaves Staff

Freight Broker Data: How Your Tech Could Lead to Lawsuits

SummaryView Transcript Digital freight brokers relying on automation might be creating a data trail that could be used against them in court. Cassandra Gaines, founder and CEO of Carrier Assure, discusses how collected data can prove brokers knew about risks but failed to act, potentially leading to significant liability. Learn what data points matter, which […]

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FreightWaves Staff

Iran’s Strait of Hormuz Blockade: What it Means for Global Oil [FreightWaves]

SummaryView Transcript Iran’s recent actions in the Strait of Hormuz, including missile strikes on oil tankers and a looming blockade, are creating a major headache for global supply chains. With 20% of the world’s oil at stake, the shipping industry faces critical decisions on security and legal recourse. Nitsana Darshan-Leitner, President of the Israel Law […]

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17 July
FreightWaves Staff

The Visibility Gap: Why Fleets Can’t Fix What They Can’t See

Fleet maintenance costs are rising fast, and most fleets lack the visibility to manage them strategically. FreightWaves partnered with Kooner Fleet Management Solutions to survey fleet professionals on what’s really driving up costs — and why over 80% still haven’t adopted the AI tools they say would help most. Insights include: Download the report to […]

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FreightWaves Staff

C.H. Robinson’s AI Success: Real Tech or Clever Restructuring?

SummaryView Transcript C.H. Robinson has been lauded as the most successful AI company in logistics, but how much of this is truly AI-driven innovation versus strategic business restructuring? We dive into their approach, exploring the balance between cutting-edge AI, lean methodologies, and the crucial element of human change management. Learn how they navigate cultural shifts, […]

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FreightWaves Staff

Logistics AI: Why Drivers PREFER Talking to Bots (Shocking!)

SummaryView Transcript CloneOps CEO David Bell reveals how AI agents are transforming the modern supply chain. Discover why drivers prefer interacting with AI for critical logistics updates and how this shift is enhancing efficiency and accuracy. Bell shares insights on building a profitable AI company and the real impact of intelligent automation on operations. Summary […]

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FreightWaves Staff

Freight M&A: Why is Private Equity ‘Bullish’ on the Next 18 Months?

SummaryView Transcript Despite a recent slowdown, the freight M&A market is buzzing with excitement. Investment banking director Eddie Zukowski explains why he’s bullish on the next 12-18 months, driven by macroeconomic stability, recovering freight rates, and a massive $2 trillion capital logjam from private equity. Discover what’s hot, what’s not, and how hybrid operating models […]

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FreightWaves Staff

Intermodal Booms: Why J.B. Hunt & Shippers Win Big | FreightWaves Earnings

SummaryView Transcript The Q2 earnings reports from Prologis and J.B. Hunt reveal critical shifts in the freight market. Discover how tight warehouse capacity is driving record lease signings and why intermodal is presenting massive opportunities for shippers looking to cut costs. We break down the diverging rate trends between truckload and intermodal, showing where the […]

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FreightWaves Staff

Private Equity in Trucking: Why Most Deals Fail (and 1 That Didn’t)

SummaryView Transcript Private equity’s track record in asset-based trucking is ‘painful,’ according to Spencer Tenney of The Tenney Group. Learn why traditional private equity models struggle in this sector, and what ingredients are essential for successful, specialized freight investments like the nine-figure Texas Trans Eastern deal. Discover how understanding market cycles and partnering with ‘run […]

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16 July
FreightWaves Staff

FreightWaves Announces 2026 AI Excellence in Supply Chain Awards Winners

FreightWaves reveals 2026 AI Excellence in Supply Chain Awards winners. 15 companies honored across two categories following record nominations.

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15 July
FreightWaves Staff

Avoiding AI Failure: The #1 mistake costing logistics companies

SummaryView Transcript Many companies jumped on the AI hype train, but not all survived. Our expert dives into the critical difference between building AI for ‘corner cases’ and truly understanding your business fundamentals to create lasting value. Learn why some businesses with ‘tens of millions’ in valuation went to zero after major AI model releases. […]

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FreightWaves Staff

Is AI the Next Digital Brokerage Hype Cycle? | Logistics & Supply Chain

SummaryView Transcript The question on everyone’s mind: Is AI a bubble, or is it truly transforming the supply chain? Eric Rempel, Chief Innovation Officer at Redwood, unpacks the hype versus the real value of AI in logistics. He shares insights on why companies are adopting AI, how it’s impacting jobs (and creating new ones!), and […]

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FreightWaves Staff

LSP44 vs. project44: Why Project44 Split Into Two Companies

SummaryView Transcript Project44 is splitting into two distinct companies: the original Project44 focusing on shippers, and the newly formed LSP44 targeting logistics service providers. CEO Jett McCandless explains the strategic rationale behind this bold move, revealing that a ‘desire to win’ against the complexities of different client needs was the driving force. Discover why this […]

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FreightWaves Staff

Why ‘Vibecoding’ a TMS is a Recipe for Disaster in Logistics

SummaryView Transcript Building a robust Transportation Management System (TMS) isn’t a side project. Alyssa Norcross, Group Product Manager at Revenova, breaks down why relying on “vibecoding” for complex logistics operations is a flawed approach. She emphasizes the critical need for enterprise-grade solutions built on solid infrastructure like Salesforce, highlighting the importance of depth, integrations, security, […]

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FreightWaves Staff

Daimler Truck Finance: Navigating the Freight Downturn & AI Boom

SummaryView Transcript After four years of shrinking capacity, is the trucking industry finally seeing the end of the longest freight recession on record? Daimler Truck Financial leaders Tobias Waldeck and Kevin Bangston share their insights on market recovery, fleet investment trends, and how new EPA regulations and the AI data center boom are reshaping the […]

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FreightWaves Staff

J.B. Hunt Earnings: The NEW Freight Market Barometer?

SummaryView Transcript J.B. Hunt’s Q2 earnings are a crucial barometer for the entire freight market. This deep dive into J.B. Hunt’s intermodal, dedicated, and last-mile operations reveals how evolving market conditions like fuel costs, capacity tightness, and legal liabilities are reshaping the logistics landscape. Discover what these trends mean for your business in the second […]

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FreightWaves Staff

Manufacturing Recovery & GDP Growth: What’s Next for US?

SummaryView Transcript Mark Vitner, Chief Economist at Piedmont Crescent Capital, joins FreightWaves to dissect the surprising resilience of the American consumer and the broader economy. Vitner explains why manufacturing activity and GDP are set for an upside surprise, while also highlighting the unique challenges in the housing market and their indirect impact on freight demand. […]

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FreightWaves Staff

AI DATA CENTER DEMAND: Why capacity is ‘tapped out’ now | FW Today

SummaryView Transcript As Q2 earnings season kicks off, the spotlight is on big banks and tech giants like Taiwan Semiconductor. Christopher Versace, CIO of Tematica Research, breaks down why surging AI demand means data center capacity is already ‘tapped out,’ even with clients willing to pay double. Learn why this differs from the dot-com bubble […]

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FreightWaves Staff

EDI Problems SOLVED? Orderful Cuts Onboarding from Year to Weeks | FreightWaves

SummaryView Transcript EDI onboarding can take a year, costing companies millions in errors. Orderful CEO Erik Kiser explains how their AI-powered, self-service platform is disrupting this outdated model, cutting onboarding time from months to weeks – with a goal of days or even minutes. Discover how their innovative approach, backed by a $35M investment from […]

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FreightWaves Staff

From $1 Sale to $4 Billion: NFI’s Journey Beyond Volatile Truckload | Supply Chain Strategy

SummaryView Transcript NFI CEO Sid Brown pulls back the curtain on the company’s nearly century-long evolution, revealing the strategic decision to move away from traditional one-way truckload operations towards a diversified portfolio including dedicated fleets, warehousing, and intermodal. He shares a compelling anecdote about the brutal economics of trucking that prompted a significant business model […]

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FreightWaves Staff

Trump’s Hormuz Policy Pivot: What it Means for Global Supply Chain

SummaryView Transcript The Strait of Hormuz is facing a major geopolitical shift, as President Trump’s administration pivots from a proposed toll system to a full trade blockade against Iran. FreightWaves breaks down how this sudden policy change creates immediate pressure on global supply chains, leading to increased port congestion, rising international shipping rates, and elevated […]

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FreightWaves Staff

Freight Profitability: Why Machines Outperform Humans in Fleet Optimization

SummaryView Transcript Discover why focusing solely on miles per truck misses critical profitability opportunities. Jake Dettmer of Optimal Dynamics explains how advanced decision automation and “forward yield” optimization help fleets maximize revenue per hour across their entire network, securing better margins even in tight markets. Learn why machines are set to outperform human decision-making in […]

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FreightWaves Staff

Diesel Prices SPIKE, Hormuz Tensions Rise: What It Means for Trucking

SummaryView Transcript Diesel prices are soaring, and tensions in the Strait of Hormuz are disrupting global supply. FreightWaves’ John Kingston breaks down the latest DOE report, crude oil futures, and the geopolitical factors driving unprecedented volatility in energy markets. Plus, find out why truck driver pay has seen an astounding 70% surge since 2020. Summary […]

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FreightWaves Staff

Navigating Choke Points: Why Shipowners Face “Absolute Confusion”

SummaryView Transcript The Strait of Hormuz is facing unprecedented risk, with war risk insurance premiums soaring 33 times above normal rates. Captain Rahul Khanna from Allianz Commercial dives deep into how geopolitical tensions, misdeclared hazardous cargo, and a shift from efficiency to resilience are fundamentally changing the landscape of global shipping. Learn why shipowners are […]

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10 July
FreightWaves Staff

Freight Recession Over? Bloomberg Analyst on Trucking Market & Stocks

SummaryView Transcript Bloomberg Intelligence’s Lee Klaskow dives deep into the state of the freight market, explaining how structural changes like federal mandates are elongating traditional trucking cycles. Discover why truckload and LTL stocks are soaring, what owner-operators and brokers expect for rates, and the impact of the Montgomery case on industry consolidation. Klaskow also shares […]

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FreightWaves Staff

NOx Emissions Rule: What It Means for Trucking in 2027

SummaryView Transcript The EPA’s new NOx emissions rule is here, setting tighter standards for heavy-duty trucks. But while these regulations promise environmental benefits, they come with a hefty price tag for new trucks — up to $25,000 extra per unit. Industry experts weigh in on how fleets typically respond with pre-buys, but question whether this […]

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FreightWaves Staff

Supply Chain: Intermodal’s Unexpected Domestic Boom Explained

SummaryView Transcript Intermodal volumes are surging, but the story has changed. Anne Reinke, President & CEO of IANA, reveals why domestic freight is now the driving force behind intermodal’s robust growth, explaining how supply-side factors and long-term contracts are insulating it from market volatility. Discover why intermodal is becoming an “easy button” for shippers and […]

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FreightWaves Staff

Contract Rates Skyrocket: Why 50 Cents/Mile is Just the Start

SummaryView Transcript Contract rates could jump by as much as 50 cents a mile, according to Sonar data. We dive deep into why the spread between spot and contract rates is at historic highs, signaling a significant shift in the freight market. Learn how compliance crackdowns, stable diesel prices, and broad industrial recovery are driving […]

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FreightWaves Staff

Trucking M&A Heats Up: Are We Entering a Supercycle?

SummaryView Transcript The freight market is showing signs of a major shift in M&A activity. After a difficult period, private equity and strategic buyers are re-evaluating opportunities as freight rates stabilize and earnings profiles improve. Chris Wofford of Wofford Advisors breaks down the forces at play, including the potential for a trucking supercycle, and what […]

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08 July
FreightWaves Staff

Trucking insurance fraud: The digital trap costing companies millions

SummaryView Transcript After a trucking accident, the immediate physical event is often followed by a hidden digital battle. Learn how fraudulent online activities, from spoofed websites to coordinated crime groups, are exploiting accident victims and costing transportation companies millions. Discover how AI is expanding this ‘attack surface’ and what your business can do to protect […]

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FreightWaves Staff

Is The Freight Market Headed For a Crisis? What the LMI Says

SummaryView Transcript The latest Logistics Managers’ Index (LMI) report reveals a robust but extremely tight freight market, with transportation capacity hitting near-record lows. Shippers are struggling to find capacity, pushing transportation prices higher, a trend not seen since 2022. While retailers gain consumer confidence, manufacturers remain cautious. Dive into the data to understand the pressures […]

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FreightWaves Staff

Rail Freight Booms: Why the Industrial Economy Is STRONGER Than You Think

SummaryView Transcript Rail freight is showing surprising strength in 2026, with record-breaking carloads and intermodal units. AAR President and CEO Ian Jefferies dives into the data, revealing broad-based growth across categories from chemicals to motor vehicles. He explains how fuel prices, trucking capacity issues, and regulatory changes are impacting the market, positioning rail as a […]

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FreightWaves Staff

Global Shipping at Risk: Middle East Instability, Iran, & UAE’s Counter-Strategy

SummaryView Transcript Political analyst Ahmed Sharif Al Ameri explains why the Middle East remains unstable, directly accusing the Iranian regime of ‘terrorist’ activities that threaten global energy and supply chains. He details the UAE’s proactive strategy, including leaving OPEC for greater production freedom and investing in alternative pipelines to ensure long-term stability and economic diversification. […]

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FreightWaves Staff

US Rail Freight Surges: Industrial Economy at 15-Year High?

SummaryView Transcript Rail freight numbers are telling a surprising story about the strength of the US industrial economy. With significant gains in carloads, intermodal, and specific commodities like steel and lumber, is the freight market witnessing a broad-based recovery? Editor Bill Stephens breaks down the latest AAR report, revealing record-breaking volumes and the factors driving […]

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FreightWaves Staff

Freight Payments: Why This 120-Year-Old Bank Has the Edge

SummaryView Transcript Discover how Cass, a 120-year-old financial institution, stands apart in the freight payments landscape. EVP Tony Urban explains why being a federally regulated bank offers unparalleled advantages in payment security, fraud prevention, and working capital solutions, especially for enterprise shippers. Learn how Cass navigates market cycles and leverages technology like AI to provide […]

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FreightWaves Staff

Is Flatbed Freight About to EXPLODE? AI & Military Spending Unleashed

SummaryView Transcript The flatbed freight market may have seen a slight cool-off recently, but don’t let that fool you. Massive investments in AI data centers and a record-breaking defense bill are set to fuel unprecedented demand. Discover why flatbed trucking is poised for a huge upside, moving everything from concrete for new facilities to munitions […]

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FreightWaves Staff

Defense Spending SOARS: How $1.5 Trillion Impacts Freight

SummaryView Transcript The US defense budget is set to hit $1.5 trillion, a massive 50% increase, with 80% earmarked for weapons procurement. This surge isn’t just about military might; it’s a huge signal for the freight and logistics industry, especially flatbed. Carriers and shippers should brace for significant demand in defense-related freight movement across the […]

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FreightWaves Staff

Inside Amazon’s Elite Disaster Relief Team: How They Act FAST

SummaryView Transcript When disaster strikes, every second counts. Amazon’s Disaster Relief program leverages its vast logistics network, cutting-edge technology, and dedicated people to deliver critical aid precisely when and where it’s needed most. Learn how Amazon pre-positions supplies and coordinates with global partners to ensure immediate impact in chaotic environments like the Venezuela earthquake, bringing […]

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FreightWaves Staff

Supply Chain’s True Grit: How Logistics Shines in Disasters

SummaryView Transcript During hurricane season, the logistics industry truly shines. Michelle Livingstone, founder of M.D. Livingstone Consulting, shares her journey from Home Depot’s hurricane command center to empowering women in supply chain. Discover how improved visibility, strategic partnerships, and a commitment to people elevate the industry in times of crisis and opportunity. Summary unavailable.

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FreightWaves Staff

SONAR Upgrades Batch Rate Intelligence Into a Full RFP Pricing Engine

SONAR this week released a significant upgrade to Batch Rate Intelligence, expanding the feature from a bulk lane analysis tool into what the company describes as a complete RFP pricing workflow.

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07 July
FreightWaves Staff

Biofuel Boost: How the SEED Act Could Cut Trucking Costs by $1 Billion

SummaryView Transcript The SEED Act, a federal blenders tax credit, could bring significant relief to the trucking industry and American consumers. Jesús Guerra, President of Energy at Pilot Company, explains how reinstating this crucial policy could reduce fuel volatility, boost domestic production, and ultimately lower costs for everyone. He also touches on the current state […]

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FreightWaves Staff

Cargo Theft Surge: What Air Cargo Security Gets Right

SummaryView Transcript Cargo theft is getting smarter, and trucking is still playing catch-up. Brandon Fried of the Airforwarders Association breaks down how organized thieves are stealing loads through doctored paperwork, email impersonation and weak counterparty checks — and what trucking can learn from air cargo security. This conversation covers known shipper rules, 100% cargo screening, […]

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FreightWaves Staff

Ocean Shipping Cartel: Is This Legal? | Rates Surge

SummaryView Transcript The global supply chain is facing unprecedented challenges, with trucking spot rates hitting record highs and international ocean freight rates soaring. This video breaks down why shippers are paying up, how carrier market power is shaping the industry, and the surprising role of market concentration. Summary unavailable.

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FreightWaves Staff

Fake IDs are Everywhere! How AI Makes Fraud Scarily Easy | Intellicheck CEO

SummaryView Transcript Identity theft isn’t just a personal problem; it’s a massive threat to the logistics and supply chain industries. Bryan Lewis, CEO of Intellicheck, reveals how easy it is for criminals to create sophisticated fake IDs, leading to billions in cargo theft and other financial fraud. Discover the cutting-edge technology that can verify identities […]

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FreightWaves Staff

Cargo Theft Crisis: Protecting Shipments from Sophisticated Scams

SummaryView Transcript Supply chain security is more critical and complex than ever, with fraud and cargo theft on the rise globally. Pawan Joshi, CSO at e2open, breaks down how old-school tactics like train heists are making a comeback and why digital platforms are essential to combat these evolving threats. Learn how deep visibility, active tracking, […]

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01 July
FreightWaves Staff

July 4th Heat: What It Means for Reefer Capacity and Spot Rates

SummaryView Transcript Extreme heat is scorching the Eastern US, from the Gulf Coast to Canada, with heat index values hitting 114 degrees. This isn’t just a weather story; it’s a critical freight market update for temperature-controlled freight. We’re seeing reefer spot rates and tender rejections near all-time highs. Companies are shifting from dry van to […]

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FreightWaves Staff

Broker Liability on Trial. What the Supreme Court’s U-Turn Case Means for Trucking

SummaryView Transcript A shocking ‘U-turn’ lawsuit against C.H. Robinson highlights growing tensions around freight broker liability. We discuss why this “ridiculous” case, despite the broker having no involvement in the load, raises critical questions about negligent hiring, tort reform, and the future of broker risk in the trucking industry. Plaintiff attorney Ted Bassett offers his […]

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FreightWaves Staff

Fuel Prices: Why They Soar Up Like a Rocket, Fall Like a Feather | Supply Chain Economics

SummaryView Transcript Ever wonder why fuel prices seem to skyrocket overnight but trickle down like a feather? Breakthrough’s Chief Economist, Matthew Muenster, breaks down the operational and market dynamics behind this frustrating reality. Learn how inventory strategies, competitor pricing, and global events dictate fuel costs, impacting everything from trucking to air freight. Discover how informed […]

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FreightWaves Staff

Rail Freight Boom: US Intermodal Volume Up, But Speeds Crash [Shocking Data]

SummaryView Transcript US intermodal rail volume saw a robust 10% increase last week, continuing a strong growth streak. However, this surge is causing significant network slowdowns across major railroads, with some experiencing 10-20 month lows in train speeds. Meanwhile, Canadian intermodal volumes are declining, creating a stark contrast in North American rail performance. Bill Stephens […]

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FreightWaves Staff

Liability in Trucking: How Bad Legislation Drives Up Costs

SummaryView Transcript The trucking insurance market is in turmoil, but the real issue goes beyond ‘nuclear verdicts.’ Cover Whale’s CRO, Myles Oppenheimer, explains how legislative environments and a lack of underwriting discipline are creating a ‘self-inflicted wound’ that traditional insurers can’t handle. We dive into the massive implications for freight brokers and carriers, especially after […]

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Jun - 2026 -
30 June
FreightWaves Staff

Container Shipping: Why Rates are Skyrocketing (It’s NOT Demand)

Container spot rates from China to the US West Coast have surged over 300% from March to June. FreightWaves’ Craig Fuller breaks down why this isn’t a demand-driven surge, but a reflection of concentrated power among international ocean carriers. Discover how foreign-owned shipping lines operate as a cartel, manipulating capacity and impacting US businesses. Plus, get insights on the domestic trucking market’s holiday capacity crunch and how RXO provides crucial support.

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FreightWaves Staff

Road to Sweden: Unpacking Volvo Trucks’ Global Service Competition

Bruckner’s Truck & Equipment from Dallas, TX, is headed to Sweden for the Volvo VISTA World Championship. Learn what this global service competition entails, from mastering European Volvo trucks to troubleshooting complex technical issues under pressure. Team lead Deyan Draganov shares insights into the rigorous training and unique challenges they face.

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FreightWaves Staff

C.H. Robinson Cleared in Florida ‘U-Turn’ Lawsuit | Broker Liability Test

C.H. Robinson has been dismissed from a high-profile Florida ‘U-turn’ lawsuit, a significant development in the ongoing debate around broker liability. Despite being named a defendant, the broker proved it had no connection to the tragic incident. This case highlights how plaintiff attorneys sometimes target ‘deep-pocketed’ companies without sufficient evidence, impacting the legal landscape for freight brokers.

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FreightWaves Staff

Freight Markets Explode: Will Spot Rates Continue Record Surge?

SummaryView Transcript The freight market is officially in its ‘Super Bowl’ moment as spot rates surge and demand spikes. Ahead of the July 4th holiday, freight volumes are stacking up, leading to unprecedented volatility. We break down the dynamics, why contract rates are lagging, and what shippers can expect for the second half of 2026. […]

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29 June
FreightWaves Staff

What It Takes to Win in the Next Era of Drayage

Drayage operators are under growing pressure to do more with less. Between demand volatility, terminal congestion, driver shortages, and shrinking margins, relying on manual processes is no longer sustainable. FreightWaves partnered with CargoWise Landside to survey drayage professionals and uncover how carriers are responding to today’s operational challenges. Insights include: Download the report to see […]

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24 June
FreightWaves Staff

Freight Fuel Forecast: Is Your Budget Ready for $70 Brent?

Despite falling diesel prices, the oil market shows dangerous complacency. John Kingston from FreightWaves breaks down why current inventory draws and global supply disruptions suggest a looming crisis in the next 4-6 weeks. Discover the overlooked factors that could send fuel prices soaring, impacting your freight budget.

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