Newsletters

Thomas Wasson Tuesday, January 11, 2022

Loaded and Rolling: Top 500 For-Hire Carriers; New trucking company; Tender rejections defy seasonality

FreightWaves’ Top 500 Largest For-Hire Carriers list FreightWaves just released the inaugural Top 500 list of the largest for-hire trucking fleets in the U.S. The ranking is based on tractor count and provides information on fleet size regardless of segment. For example, there is not a distinction between flatbed, LTL or dry van carriers; instead, […]

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Tim Ingram Sunday, January 2, 2022

2021 has been a year of epic challenges

2021 — This year had several highs and lows with mixed results in almost every industry. The most reported news centered on the supply chain and it has been fraught with challenges. The interruptions from port to dock have consumed media outlets. Normally supply chain was an industry topic and rarely covered by worldwide media. We’ve […]

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Thomas Wasson Thursday, December 30, 2021

Loaded and Rolling: Fleet availability; autonomous truck testing; driver employment data

Struggling for capacity: A briefing on fleet availability The holiday season in trucking traditionally sees lower driver activity due to the Christmas and New Year’s holidays. The driver’s home time and geographic location pose a unique challenge to carriers, as larger fleets have drivers domiciled in locations that may be far from their primary high-volume […]

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Tim Ingram Wednesday, December 22, 2021

Omicron is the Scrooge

Omicron sweeps across the nation — 73% of United States COVID-19 cases. Omicron has raced ahead of other variants and is now the dominant version of the coronavirus in the U.S., federal health officials said Monday. Coronavirus is disrupting the Christmas holiday — As people start to travel for the holidays, doctors warn the surge in Covid-19 cases could continue thanks […]

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Thomas Wasson Tuesday, December 21, 2021

Loaded and Rolling: Capacity crunch, transportation M&A, Cass Index spending records

Capacity crunch: Competition for carriers brings rising costs, new opportunities Continued freight demand and limited truckload supply are allowing trucking companies to be selective with which loads to take, causing greater competition among shippers. Customer characteristics are playing a key role in contract and spot rate negotiations with carriers reevaluating their customer mix based on […]

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Thomas Wasson Thursday, December 16, 2021

Loaded and Rolling: Truck tech, component shortages, trucking bottlenecks

In today’s newsletter: Enterprise carriers race to innovate; Component shortage delays electric vehicles; ATRI top truck bottlenecks of 2021. Enterprise carriers race to innovate by embracing new technologies and partnerships Trucking companies are racing to catch up to the technological disruption brought by digital load boards and freight tech offerings. For large enterprise carriers, there […]

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Wednesday, December 15, 2021

NZC Newsletter: A low carbon fuels love story

TLDR: In which the author’s heart is broken and put back together again over sustainable fuels. Or, the bull case for renewable natural gas (RNG) in transportation. Low carbon fuels: A love story Last week, RNG producer Opal Fuels LLC merged with the SPAC ArcLight Clean Transition Corp. II at a valuation of roughly $2 […]

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Tim Ingram Wednesday, December 15, 2021

What is value in the health care supply chain?

Value statements, or Value propositions Each have different definitions and objectives, but they are relatively the same within various industries. And then there’s the health care supply chain. What’s the value proposition? Pinpointing the priorities: Supply chain in health care has many competing value statements within any given organization. The elasticity and influence of the […]

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Tuesday, December 14, 2021

NZC Newsletter: Come fly with me!

TLDR: United: Sustainable AF. Sustainable jet fuel is having a moment. But why? And what exactly is SAF again? This week, United Airlines operated the first-ever passenger flight using 100% sustainable aviation fuel (SAF). The Boeing 737-900 flew over 100 passengers from Chicago to Washington, D.C., running exclusively on alternative fuel. While regulations prohibit planes […]

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Michael Baudendistel Friday, December 10, 2021

10 CPG trends to watch in ’22

Instead of discussing the current CPG news and freight data per my usual, for today’s newsletter I highlight the CPG industry trends I expect to see in 2022.  Trend No. 1: Consumer behavior will change in response to rising prices, at least among lower-income consumers. The topic of the hour is inflation, which hit a […]

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Tim Ingram Thursday, December 9, 2021

Medically Necessary: Data, Data, Data

Investing In Data Management The world of supply chain management in health care is evolving extremely fast, as COVID-19 (see graph) has been a significant influencer of technology development. However, like COVID, the state of some organizations’ data was a shock; many were unprepared for the future and the cost associated with modernizing. It is estimated […]

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Thomas Wasson Thursday, December 9, 2021

Loaded and Rolling: Driver pay and parking prioritized

In this issue: AI Fleet raises $21 million; the American Transportation Research Institute ranks trucking concerns; and the Logistics Managers’ Index is expanded. Trucking in disruption: AI Fleet raises $21 million series A Trucking tech startup AI Fleet recently completed a series A round for $21 million led by Obvious Ventures with participation from Compound, […]

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Tim Ingram Wednesday, December 8, 2021

Medically Necessary: Humanitarian Heroes

Humanitarian Heroes Medical Bridges’ vision: (Photo: Walter Ulrich/MedicalBridges) “A world in which every person enjoys accessto quality health care with dignity and respect.” Non-Governmental Organization on a Mission Medical Bridges is one of hundreds of humanitarian aid organizations being impacted by the current global supply chain and competing for space along with all the other […]

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Grace Sharkey Tuesday, December 7, 2021

Point of Sale: Bye-bye, just-in-time?

Hello, retail supply chain nerds. Happy Tuesday! Just wanted to remind everyone that we will not have a new episode of Point of Sale this week. INSTEAD, we have a dynamic webinar with our sponsor, ArcBest, on Wednesday so you can ask them all of your retail-related questions as they share their outlook on logistics […]

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Thomas Wasson Tuesday, December 7, 2021

Loaded and Rolling: Investment conference equipment highlights, Knight-Swift acquires MME, transportation unemployment falls

Stephens investment conference trucking equipment highlights Supply chain challenges were the main focus at the Stephens annual investment conference earlier this month in Nashville, Tennessee. Executives said driver recruiting and broader supply chain bottlenecks were slightly easing, but purchasing and procuring equipment has gotten notably tougher.  Lack of trailers becoming new driver shortage: Derek Leathers, […]

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Michael Baudendistel Thursday, December 2, 2021

Tony the Tiger may soon end his strrr-ike

Before getting into CPG news, here are two near-term events for your calendar:  On Friday, The Stockout show is focused on the railroad industry and features a true industry expert (not referring to myself). I will be interviewing Tony Hatch, an independent railroad consultant and longtime senior transportation analyst on Wall Street. He is fresh […]

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Thomas Wasson Thursday, December 2, 2021

Loaded and Rolling: ATRI on driver satisfaction; trailer material shortages; carrier income at record levels

ATRI research on truck driver motivations and satisfaction The American Transportation Research Institute released results on its analysis on what motivates truck drivers to become company drivers or owner-operators/independent contractors (OO/IC). The data came from over 2,000 drivers, two-thirds of whom are OO/IC, and includes additional analysis on compensation models and driver satisfaction. Quick rundown […]

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Thomas Wasson Tuesday, November 30, 2021

Loaded and Rolling: Transload service starts, omicron variant spreads and length of haul increases

J.B. Hunt transload service starts as shippers deal with intermodal and port congestion J.B. Hunt Transport Services has started a transload service in the New York metro area. In a press release, the offering is touted as “a one-stop source for quickly transferring ocean freight into equipment for domestic transport.” The facility, located in Jersey […]

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Michael Baudendistel Friday, November 26, 2021

Smucker posts strong sales but still feels margin pressure

J.M. Smucker Co.’s results highlight margin pressure even as CPG companies raise prices and continue to post strong sales. Overall, Smucker reported strong results as its earnings easily beat analysts’ expectations, mainly on better-than-expected sales in segments such as coffee, pet food and Uncrustables. The company’s results give a glimpse into the continued margin pressure […]

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Thomas Wasson Wednesday, November 24, 2021

Loaded and Rolling: House hearing on driver shortage, Operation Open Roads, Class 8 used truck inflation

House Transportation Committee hearing on truck driver shortages In remarks to the House Committee on Transportation and Infrastructure, MIT Professor David Correll recently outlined yearslong research conducted by the MIT Freightlab, detailing a chronic underutilization of the American truck driver.  Below are some highlights and reporting from the event. Interestingly there was additional research regarding […]

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Michael Baudendistel Tuesday, November 23, 2021

Consumer data shows mixed messages

Before getting into what’s happening in CPG supply chains, here’s something for your calendar: I host the next quarterly The Stockout webinar on Dec. 6 at 2 p.m. ET. Here’s the link to register. Last quarter, there was a great turnout, and the discussion was enhanced by the many participants who asked thoughtful and pertinent […]

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Friday, November 19, 2021

Net Zero Carbon: Infrastructure and EVs, baby!

TLDR: Unpacking climate provisions in the Infrastructure Investment & Jobs Act and uncovering who will be using the planned 500,000 chargers nationwide. $1.2 trillion IIJA lotta money It’s understandable if many of you are bullish carbon nerds like myself and spent the past two weeks with eyes peeled for updates from climate negotiations at COP26 in […]

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Thomas Wasson Thursday, November 18, 2021

Loaded and Rolling: Private fleets expand; trucking mergers and acquisitions; and detention on the rise

Private trucking fleets expand amid soaring spot rates According to a recent National Private Truck Council Report, private fleets continue to expand due to high spot market rates and dwindling capacity in the market. Less capacity equals less service, and service metrics remain a big driver for in-house transportation. For large common carriers (they haul […]

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Thomas Wasson Tuesday, November 16, 2021

Loaded and Rolling: Rounding up the F3 Virtual Experience trucking discussions, chaining up for winter weather and looking at a tight labor market that is hampering hiring.

F3 Virtual Experience trucking roundup Last week FreightWaves hosted the F3 Virtual Experience, which involved industry leaders discussing topics related to the future of freight, key factors impacting markets, industry trends and venture capital investments. Key topics included autonomous and electric vehicles, FreightTech and a demonstration of the new SONAR feature, the Trusted Rate Assessment […]

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Monday, November 15, 2021

Net-Zero Carbon: International Alphabet Soup

TLDR: Summary of this week’s Transport Day announcements from the U.N. Climate Summit in Glasgow, Scotland (shipping, aviation and ZEVs, oh my!), and a nice, long list of all the acronyms in this article: COP. NDCs. GHG. LNG. CO2. WMBC. COP again. WEF. SAF. FAA. ICAO. ZEV. BNEF. USDA. NZC (probably the most important of the […]

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Michael Baudendistel Thursday, November 11, 2021

The Stockout: Under activist pressure, TreeHouse Foods exploring strategic alternatives

TreeHouse Foods, a major manufacturer of private-label food products, announced that its board is exploring strategic alternatives. Potential strategic actions include a possible sale of the company or the divestment of a significant portion of its less-profitable meal prep business in order to focus on its higher-growth snacking and beverages business. This announcement Monday came […]

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Thomas Wasson Tuesday, November 9, 2021

Loaded and Rolling: Respect my FMCSA authoritah!!

FMCSA new authority approval at record high from spot rates and tight capacity  The Federal Motor Carrier Safety Administration is setting records. New motor carrier authority approvals are at an all-time high — around 10,000 each month. As of September, around 82,000 approvals for authority had been granted in 2021, compared with 59,500 for the […]

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Tuesday, November 9, 2021

Net-Zero Carbon: Guys, it’s the COPs!

TLDR: A big international climate treaty meeting in Scotland (blah, blah, blah), 72 recipients of the latest EPA Green Freight awards, and the difficult task of choosing between steak and ice cream. COP26Climate pundits, activists, and investors all around the world have watched this week as climate negotiations kicked off in Glasgow, Scotland at COP26. Thousands […]

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Michael Baudendistel Friday, November 5, 2021

The Stockout: Kellogg maintains formal earnings guidance despite headwinds

Kellogg Co. manages to reaffirm earnings guidance despite both industrywide and company-specific challenges. I find it impressive that the company was able to retain its guidance for both operating profit and earnings despite the acceleration in inflation during the third quarter and the ongoing strike in its flagship North American cereal business. Although, some would […]

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Michael Baudendistel Friday, September 3, 2021

Chassis, containers and draymen all stars of the intermodal service meltdown

It’s times like these that it’s more fun to write about transportation issues than to actually have to move freight (not that I’ve ever actually moved freight). On Wednesday, topics at the FreightWaves Intermodal Summit included port congestion, rail ramp congestion, the chassis shortage, the drayage capacity shortage, the international and domestic container shortage, and […]

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