Why Craig Fuller is bullish on the second half of 2025
FreightWaves CEO and founder Craig Fuller analyzed the latest SONAR data on the State Street Markets podcast and says he’s upbeat about the freight market for the latter half of 2025.
FreightWaves CEO and founder Craig Fuller analyzed the latest SONAR data on the State Street Markets podcast and says he’s upbeat about the freight market for the latter half of 2025.
In the calm before the surge, BNSF is confident its network can handle the coming wave of import containers from Asia.
A federal court blocked President Trump’s sweeping tariff plans. The ruling will likely be elevated to the Supreme Court.
Carriers are pushing for big increases in the Asia-U.S. trade, but it remains to be seen how desperate shippers are to secure capacity, says a Xeneta analyst.
Maersk (OTC: AMKBY) and Hapag-Lloyd (OTC: HPGLY) announced new container services from East Asia to the U.S. Port of Long Beach. The additions by the Gemini Cooperation partners, which include the redeployment of at least one ship back into the eastbound trans-Pacific to U.S. West Coast trade, come as carriers scale up during a 90-day […]
Now on demand on WHAT THE TRUCK?!? Dooner is joined by American Truckers United’s Shannon Everett and Harvey
President Donald Trump on Friday made new trade threats against the European Union and iPhone maker Apple.
Ocean container rates are surging after the tariff ceasefire stoked demand from China to the United States.
Intermodal volumes so far seem to be dodging the “air pocket” expected in the wake of steep tariffs on goods from China.
The Port of Savannah saw record container traffic for the month of April, the third straight record month for the Georgia gateway.
The ITS Logistics US Port/Rail Ramp Freight Index shows looming issues at rail terminals and an early peak season ahead.
Los Angeles’ port chief doesn’t foresee a “huge surge” of import traffic at the busiest U.S. container hub during the tariff pause.
Now on demand on WHAT THE TRUCK?!? Dooner is joined by Scott Cornell and Rodney Manzo
The Port of Long Beach, California, saw record container volume as the China-U.S. tariff fight spurred frontloading by importers.
Now on demand on WHAT THE TRUCK?!? Dooner is joined by Will Hopping; Norita Taylor; William Hall
Integrating multimodal transportation data with inventory data is key.
The tariff pause saw Hapag-Lloyd bookings from China to the United States increase 50%.
It’s a whole new freight market from what it was just a month ago, according to the May State of Freight webinar.
Cross-border tensions are moderating Canadian National’s outlook, but its CEO still expects around 3% growth in freight volumes this year.
Is this hot week in freight markets sustainable; I-75 crash update; and more.
Shippers are rushing to bring in stalled China imports following a pause in the U.S.-Sino tariff fight.
The world’s second-largest container carrier wants to kick-start the reset of China-U.S. shipping with a sale on freight rates.
After China and the United States paused tariffs, ocean shippers and carriers watch and wait to see how demand develops.
On Episode 837 of WHAT THE TRUCK?!?, Dooner is coming back from Mother’s Day with news on a U.S.-China trade deal. With the U.S. dropping tariffs from 145% to 30%, will it save the summer freight market? We’ll find out why freight leaders are bullish. Vincent Carrano at Fenichey LLC shares why he recently FreightGuarded […]
The Port of Virginia wants container shippers to know that it’s not beholden to China.
The 90-day tariff pause is likely to provide a bump to transportation rates as shippers take advantage of the new window.
The Trump administration said on Sunday it has reached a trade deal with China after two days of negotiations in Geneva.
This week in Borderlands Mexico: Businesses face supply chain hurdles amid Trump’s tariffs; Japanese auto parts maker announces $19M expansion in Mexico; Aerospace manufacturer opens $7M plant in Chihuahua City; and Radiant Logistics acquires Texas freight forwarder.
The world’s dominant supplier of container gantry cranes has told the Trump administration that a proposed 100% tax on its equipment will damage the U.S. economy.
Now on demand on WHAT THE TRUCK?!? Dooner is joined by William Doyle; Lindsey Trent
The parent of Maersk, the second-largest ocean container carrier, revised its full-year box outlook, saying tariffs could cut global volumes by 1% from a year ago.
The Trump administration is considering slashing the 145% tariff on Chinese imports to as low as 50%, according to a newspaper report.
President Donald Trump’s trade agreement with the UK aims to increase access for products from both countries.
With so many fingers pointed at so many targets, the Q1 GDP data must have been an absolute disaster, right? Well, no.
President Donald Trump said Tuesday there’s nothing Canada’s prime minister could say to immediately eliminate trade tariffs imposed on Canadian goods.
The Hobby Industry Coalition seeks targeted refinements to what it sees as crippling tariffs.
Expeditors’ earnings show how it benefited from tariff-related chaos in the first quarter.
An analyst says moves by shippers to redirect China exports and by carriers to blank sailings will only shore up container rates in the short term.
On episode 834 of WHAT THE TRUCK?!? Dooner is hosting an Ask Me Anything with ShipHero’s Aaron Rubin all about tariffs. They’re getting into questions about: -Tariff fraud -Bonded warehouses -TikTok knockoffs – Death of de minimis – Toys and consoles are already passing on costs to consumers, will your daughter only get 2 dolls […]
Southern California is at the epicenter of freight coming from China. Domestic demand patterns have not changed much since “Liberation Day,” but no one expects this to last.
Carload volumes for North American railroads are still running ahead of year-ago levels.
West Coast politicians and port executives warned that President Trump’s tariffs will have far-reaching consequences for the U.S. economy.
Now on demand on WHAT THE TRUCK?!? Dooner is joined by Bill Driegert and John Oldham Jr.
DHL Group is trimming some airline partners to reduce excess capacity in its air network as part of an effort to maintain growth in a turbulent market.
Penske, US Xpress, UPS, and more are in already planning workforce reductions.
Now on demand on WHAT THE TRUCK?!? Dooner is joined by Capt. Adil Ashiq; David Bell; and a word from Craig Fuller
The Trump administration eases tariffs on auto industry metals, offering relief to U.S. automakers and suppliers through exemptions and reimbursement incentives.
As U.S. tariffs freeze China exports, blank sailings and shifting traffic are helping prop up trans-Pacific container rates.
The Trump administration said on Tuesday it plans to curb some tariffs on cars and foreign parts imported to the U.S.
Trump signs executive order mandating that all commercial truck drivers be proficient in English and the slowdown in imports is expected to show up in US ports this week.
The International Longshore and Warehouse Union on Monday blasted President Trump’s trade war with China, saying tariffs will cause massive job losses and devastate working-class families.
Now on demand on WHAT THE TRUCK?!? Dooner is joined by Nick Huber; Tristan Bordallo
Tariffs can take a toll on the bottom line. Bonded warehouses help combat that.
Apollo Global Management has a grim warning for the trucking industry: a recession is coming and mass layoffs will come with it.
Importers bringing goods into the U.S. were improperly declaring imports that racked up $310 million in fees.
Global container traffic is forecast to fall 1% in 2025 due to U.S. tariffs and trade policies, analyst Drewry says, only the third decline in its forecast history.
On Episode 830 of WHAT THE TRUCK?!?, Dooner is back from Chicago, where he got to see that state of freight on the world’s most powerful visibility platform: project44. With ocean booking cancellations up bigly on the East and West coasts, when will trucking feel the pain? Did you know that if you export or […]
The model railroad industry relies on Asia-sourced parts and pieces for success and tariffs could spell disaster for this niche hobby.
Tender volume takes a dive Tender volume, a measure of how often shippers request carriers to move loads, has trended down in recent days. (Chart: SONAR) Up until the past few days, for all the turmoil in trade policy and the financial markets, SONAR had not been showing much change in freight demand, as measured […]
Chinese sellers are now forced to play by the same rules as U.S.-based vendors.
President Donald Trump said Tuesday that he would cut tariffs on Chinese imports but did not clarify by how much.
A debate in New York City took on the question of whether the U.S. should “decouple” its supply chains from China.
The country’s most reliable source of freight is slowing down.
In this edition: Changes coming for low-value shipments, and Hispanic brands see massive market upswing.
Shares of Matson, the largest U.S.-flag shipping line, are collateral damage in President Donald Trump’s trade war.
Citing tariffs and other factors, Volvo Trucks layoffs could total 1,000 manufacturing jobs across US
Container shipping capacity on the Asia-U.S. trade route has sharply declined as carriers ramp up blank sailings.
A majority of trucking companies in Canada say they have lost or had to delay loads to the U.S. since new tariffs were imposed.
On Episode 829 of WHAT THE TRUCK?!?, Dooner is talking to one of the most amazing owner-operators on the road: Roger Machback. Machback lost his arm in a boating accident but didn’t let that keep him out of the cab. Instead, he designed his own prosthetic arm so he could keep on trucking. Now, he […]
Demand for loads moving less than 100 miles has been resistant to the intermodal shift. Its representation of consumer and manufacturing activity could be the key to staying on top of the economy amid extreme uncertainty.
On episode 828 of WHAT THE TRUCK?!? Dooner is celebrating Good Friday by talking with Gaia Dynamics co-founder and CEO Emil Stefanutti to talk about a tool that couldn’t have come at a better time. With tariff turmoil causing shippers and customs brokers to scramble, Gaia has launched an AI solution for tariffs and product […]
Freight forwarders focused on the trans-Pacific are in pain.
Mack Trucks will eliminate up to 450 jobs at facilities in Pennsylvania and Maryland due to tariffs and economic uncertainty.
The State of Freight webinar focused on a market that is coming to terms with a raging trade war.
Shippers and liner operators are struggling to adapt to drastic changes across the maritime supply chain.
Logistics warehouse operator Prologis reiterated its 2025 guidance on Wednesday but noted that uncertainty around a volatile trade landscape has customers delaying leasing decisions.
On Episode 827 of WHAT THE TRUCK?!?, Dooner is talking about the shockwaves that have been reverberating throughout the trade community due to the trade war. The Maritime Professor Lauren Beagan drops in to talk about the massive collapse in container bookings that has happened over the past month. How soon will we feel the […]
Record capacity and rising rates on some routes signal shifting dynamics in global container shipping, an analyst says.
America must forge its own path to reindustrialization.
Hong Kong is suspending postal service for packages destined for the United States as the trade war between China and the U.S. heats up.
The White House said imported goods from China to the U.S. could be hit with tariffs as high as 245%.
Tariffs on China imports by the Trump administration led to a collapse in trans-Pacific ocean freight bookings by U.S. importers.
The Commerce Department plans to withdraw from a trade agreement that lets Mexico import tomatoes into the U.S. duty-free.
Another early peak container shipping season is on tap as Asia-Pacific trade is predicted to outpace a global economic slowdown.
President Donald Trump has exempted smartphones, chips and computers from tariffs, but some import taxes remain on Chinese imports.
During the COVID years, transportation providers were flooded with freight that needed to move yesterday. The current environment is flooded with freight that needs to move in a few weeks, maybe.
The Port of Los Angeles saw imports modestly climb in March as frontloading and tariffs cloud the gateway’s H2 outlook.
On episode 825 of WHAT THE TRUCK?!? Dooner is talking about the tariff situation’s most famous hostage: Mario. With North American pre-orders in limbo, Nintendo just announced they are postponing the Switch 2’s China launch indefinitely. Amos Food Group’s Jordan Dickerson drops by to talk about the sweet tooth supply chain. We’ll find out how […]
China is slapping 125% tariffs on U.S. imports starting Saturday amid an escalating trade war with the Trump administration.
Fraud Watch examines potential increases in customs fraud whistleblowers.
The European Union will match the Trump administration’s 90-day pause on tariffs, delaying duties on $22 billion worth of U.S. products.
Trans-Pacific container rates moved ahead as trade shockwaves fueled a race to get ahead of the latest tariff announcements.
President Donald Trump on Wednesday dropped tariffs to 10% on imports from most countries for 90 days.
On episode 824 of WHAT THE TRUCK?!? Dooner is waking up with the rest of the world to the new tariff world order. With reports of ocean bookings plummeting, small shippers getting hit with customs bills they can’t afford, and financial markets in disarray – how bad will freight get hit? Junction Collaborative Transport COO […]
Walmart benefits if the tariffs cut out Temu and Shein.
New tariffs could usher in upheaval in the packaging industry similar to that caused by the 2018-19 trade war between the U.S. and China, say industry observers.
The strength in ocean bookings today will not translate into domestic freight volumes until May at the earliest.
Low-value shipments from China to the United States are expected to plunge in May when their eligibility for duty-free status ends and new tariffs of 104% are applied to e-commerce orders.
Forward Air said Wednesday that 10% to 15% of last year’s revenue would have been impacted by the new tariffs.