Media

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. […]

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 […]

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 Orderful CEO Erik Kiser explains how their AI-powered, self-service platform is disrupting this outdated model, cutting onboarding time from months to weeks – with a goal of days or even minutes.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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

The decision intelligence CEO joined FreightWaves CEO Craig Fuller on FW Today to discuss how project44 is embedding AI agents to solve data quality gaps, automate carrier follow-up, and deliver measurable supply chain outcomes for shippers and LSPs

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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. […]

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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