SummaryView Transcript The latest BLS data shows a surprisingly ‘boring’ month for trucking jobs, with only 100 added. Dive into what this means for fleets and owner-operators, and why the industry might not be ‘overcorrecting’ as feared. We also break down the volatile oil market, current diesel prices, and the complex Penske lawsuit that’s shaking […]
SummaryView Transcript Mark Hazelwood breaks down the dangers of unchecked ELD self-certification and the surge of non-domiciled drivers, arguing these factors are not only distorting freight markets but also contributing to highway fatalities. He explains why US enforcement needs to catch up to Canada’s third-party certification model and the huge economic ripple effects for carriers […]
SummaryView Transcript The July jobs report delivered a surprise: a decline of 23,000 non-farm payrolls, directly impacting the freight market. While unemployment dipped, it was largely due to people leaving the workforce, not finding new jobs. We break down how this, alongside declining Sonar Truckload Rejection and Volume Indexes, signals soft demand. However, contract rates […]
SummaryView Transcript Mark Hazelwood breaks down the dangers of unchecked ELD self-certification and the surge of non-domiciled drivers, arguing these factors are not only distorting freight markets but also contributing to highway fatalities. He explains why US enforcement needs to catch up to Canada’s third-party certification model and the huge economic ripple effects for carriers […]
SummaryView Transcript The US industrial sector is experiencing its strongest growth in years, with the ISM index hitting 55.6 for the seventh consecutive month. We dive into the surprising drivers, from AI data centers and tax incentives to resilient consumer spending. But are there risks lurking with capacity exits and grid infrastructure? Senior Industrials Analyst […]
SummaryView Transcript Cargo theft losses in the supply chain surged to over $304.6 million in Q2 2026, despite a drop in reported incidents. This segment of FreightWaves Today breaks down the latest CargoNet data, revealing the top targeted states, locations, and commodities. We also dive into a specific ‘Little Debbie’ snack fraud scheme, highlighting how […]
SummaryView Transcript Trucking volumes are down, but it’s not a slowing economy. Discover how a significant modal shift to intermodal rail, driven by inventory rebuilding and a substantial cost advantage, is reshaping the freight market. We dive deep into SONAR data to explain exactly what’s happening and why railroads are winning share from long-haul trucks. […]
SummaryView Transcript Adrian Smith, CEO of Ripple, discusses how AI is revolutionizing supply chain operations, driving efficiency and freeing up valuable resources. Learn about the real-world impact of their AI solutions, including a 95% reduction in manual effort for a key client. Discover how businesses are leveraging generative AI for audit, vendor, and incident management […]
SummaryView Transcript Samsara introduces a groundbreaking paper-thin sticker designed for real-time cargo tracking, offering up to 45 days of shipment visibility. This disposable Bluetooth-enabled tag leverages Samsara’s extensive network of connected equipment, providing an affordable and ubiquitous solution for managing diverse shipments from pallets to biological samples. Learn how this innovative technology shifts reactive exception […]
SummaryView Transcript Saia President and CEO, Fritz Holzgrefe, shares insights into the current LTL freight market, including customer sentiment and Saia’s strategic network expansion. Discover how Saia’s investment in new terminals and workforce is cutting transit times, offering unparalleled service, and driving growth in competitive markets across the U.S. Holzgrefe also discusses navigating inflationary costs […]
SummaryView Transcript RapidRatings Executive Chairman James Gellert reveals the silent strain on middle-market companies. Discover how extended cash conversion cycles, driven by slower payments from larger customers and rising costs, are impacting financial health across supply chains. Gellert also explains RapidRatings’ algorithmic approach to financial analytics for both public and private companies, offering critical insights […]
SummaryView Transcript The July Logistics Manager Index (LMI) reveals key shifts in the freight market. While overall logistics costs decreased slightly month-over-month, transportation capacity is contracting at a faster rate, indicating a tightening market. FreightWaves experts break down how these numbers, alongside increased regulatory enforcement, will impact shippers and carriers heading into peak season. The […]
SummaryView Transcript Keeping up with U.S. tariff changes and manual data entry has become a full-time job for freight forwarders and customs brokers, but it doesn’t have to be. Jay Edlin, Co-Founder & CEO of Wove, explains how their AI-powered orchestration platform is automating complex tasks, from ingesting 431-page federal notices in an hour to […]
SummaryView Transcript Intermodal demand is surging, but drayage capacity is tight. Geoff Anderman, CEO of STG Logistics, dives into what’s driving this growth and how recent restructuring and new ownership are positioning STG to capitalize on market opportunities. He also shares insights on port activity, tariff volatility, and the competitive landscape for intermodal services. An […]
SummaryView Transcript North American rail traffic is showing surprising strength, especially when you exclude coal carloads. Bill Stephens from Trains Magazine breaks down the latest AAR data, revealing a robust industrial economy with significant gains in metallic ores and scrap iron, despite overall flat carload growth. We also discuss the ongoing CPKC merger debate and […]
GEODIS Americas President and CEO Laura Ritchey reveals the stark reality of today’s “uneven” economy and its impact on supply chains. While some sectors thrive, others grapple with extreme ocean shipping delays, surging freight rates, and emerging challenges from data center infrastructure. Learn how companies navigate unprecedented backlogs and leverage new tech like AI for […]
SummaryView Transcript July’s PMI and ISM reports show incredible strength in manufacturing, with new orders up and customer inventories low. This data points directly to increased freight demand and a robust peak season ahead. Dive into the numbers and what they mean for the logistics industry. July’s Purchasing Managers’ Index climbed to 55.6 — up […]
SummaryView Transcript John Brooks, CEO of Warehouse on Wheels, shares how his company is revolutionizing industrial storage by repurposing end-of-life over-the-road trailers. Discover their rapid growth, cost-effective solutions, and how they provide critical flexibility in today’s unpredictable supply chain. Learn about their unique business model and the newly released Supply Chain Activity Index. #SupplyChainInnovation #LogisticsSolutions […]
SummaryView Transcript Freight rates are a hot topic, but one industry veteran says they’re not going down. Kevin Nolan, Founder of Sopa Creek, shares his candid insights on the state of freight brokerage, why he’s bullish on C.H. Robinson, and how recent ‘nuclear’ legal judgments are reshaping the industry. He also offers essential advice for […]
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 […]
