FreightCasts

We begin with the domestic "Compliance Crunch," a sudden and significant contraction in US trucking capacity driven by intensified immigration enforcement actions causing non-citizen drivers to exit the market, independent of demand. This rapid capacity disappearance resulted in a noticeable -6.7% decrease in unique US DOT numbers between September and October 2025, leading to intense regional volatility where spot rates in places like Gary, Indiana, skyrocketed up to 42%. The squeeze gets tighter in drayage, as ocean carriers and ports strictly enforce accessorial charges to maintain revenue, shifting higher storage and waiting costs to shippers, compounded by new rules restricting non-domiciled CDLs. Globally, we detail the major turbulence brewing over maritime carbon regulation, following the US administration's forceful rejection of the International Maritime Organization's proposed Net-Zero Framework. The US administration labeled the NZF a "European-led neocolonial export" and threatened severe retaliatory measures, including blocking vessels from US ports and imposing extra fees, warning that the global carbon tax could hike shipping costs by 10% or more. Amid this volatility, supply chain leaders must leverage technology that drives actionable resilience and prediction, moving beyond mere visibility dashboards that only show chaos after it happens. AI-powered procurement platforms like Arkestro are helping teams shift from costly, reactive compliance to proactive, predictive sourcing, which can cut sourcing time by 60% to 90% by predicting negotiation outcomes and streamlining bids. On the ground, collaboration platforms such as C3 Hive are becoming the essential connective environment, sitting between a company's transportation, warehouse, and yard management systems to synchronize information and actions across the supply chain. Customers typically report a 90% drop in just calls and emails within two weeks of deployment, proving this action-oriented tech is replacing the phone as the messy integration layer. Finally, we look inside the warehouse walls, where intelligence platforms are rapidly advancing, highlighted by Dexory securing $165 million in funding to accelerate its AI-powered warehouse intelligence platform. Dexory uses autonomous mobile robots that scan over 10,000 locations per hour, creating a real-time digital twin of the warehouse, which speeds up the shift to truly adaptive, self-learning warehouses. Learn more about your ad choices. Visit megaphone.fm/adchoices

U.S. rail traffic increased for a second consecutive week for the period ending Oct. 4, 2025, with overall volume up 3.6%. North American rail volume also saw gains, rising 4.7% for the week, notably boosted by substantial weekly growth in Mexican rail traffic, which saw intermodal units jump 82.9%. Trade volatility means tariffs are serving as the "Tariffs are the wake-up call supply chains needed” for innovation, compelling savvy leaders to utilize AI to transform resource-intensive procurement tasks. Platforms like Arkestro, which uses behavioral science and AI, are now being adopted by Fortune 500 companies to move from reactive compliance to predictive strategies that can cut 60% to 90% of sourcing time while improving pricing accuracy. We also cover escalating global tensions as the U.S. administration vehemently rejects the IMO’s Net-Zero Framework. Calling the NZF a "European-led neocolonial export," the U.S. warned nations that voting for the mandatory GHG limits and emissions pricing system could lead to severe retaliatory measures, including blocking vessels from U.S. ports and imposing additional port fees. Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s a marvelous Monday on What The Truck?!? with your host Malcolm Harris, bringing you the latest on trends, talent, and technology shaking up the freight world. In today’s episode: Tim Crawford, CEO of Tenstreet, breaks down Q3 driver hiring and retention data — including why drivers are staying put, what’s next for recruiting, and how carriers can weather the storm in a tight market.  Carly Gumby, VP of Revenue at Transfix, joins to talk about pricing automation, AI fatigue, and how brokers can win big this RFP season by using data-driven strategies that actually work. Plus: Global headlines on rising tariffs, Canada Post strikes, CH Robinson’s latest tech launch, and what it all means for carriers and shippers. How AI and automation can streamline operations without losing the human touch. Why relationships still drive success — even in an increasingly digital freight world. ⁠Watch on YouTube⁠ ⁠Visit our sponsor⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Maritime trade disputes have escalated with the US and China implementing reciprocal tonnage fees effective October 14th, while the U.S. is aggressively targeting Chinese-made container cranes and intermodal chassis with staggering tariffs up to 270%. The instability is creeping into vital cross-border operations, specifically the US-Mexico e-commerce corridor, following Mexico's mid-August move to raise duties on Chinese imports to 33.5% and roll out stricter data reporting rules. This mix of higher duties and inconsistent enforcement is creating compliance challenges, causing US sellers to reassess using Mexico as a fulfillment hub and potentially shifting inventory back north into the states. Domestically, the truckload market is flashing warning signs of capacity fragility after the National Truckload Index for dry van spot rates rose 2% without the typical corresponding rise in contract tender rejections. Adding to the risk picture, new ATRI data highlights the hidden cost of cargo theft, estimating annual direct costs for motor carriers between $456.7 million and $937.4 million, noting that over 40% of carriers do not report lower-value incidents due to high deductibles and fear of escalating premiums. C.H. Robinson is tackling the need for stability by introducing the Asset Management System (AMS) within its Drop Trailer Plus program, a significant technological upgrade that applies to nearly 50% of the entire truckload market. AMS integrates GPS technology and real-time operational data into the Navisphere platform, transforming trailers into "intelligent assets" that offer SKU-level visibility, enhanced security, and a buffer against capacity shocks and rising crime costs. Learn more about your ad choices. Visit megaphone.fm/adchoices

The U.S. Trade Representative has announced new tariffs on Chinese-made container cranes set to go into effect on November 9th, in response to China’s use of unfair trade practices in shipping and shipbuilding. These levies, which include 100% tariffs on ship-to-shore container cranes, could stack with existing duties, bringing the total assessed tariffs on some Chinese exports to between 125% and 270%. Canadian mail carriers, represented by the Canadian Union of Postal Workers, have switched from a nationwide strike to local rotating strikes. Union officials characterized the move as a compromise allowing the restart of mail and parcel service after a two-week national shutdown, although Canada Post has suspended all service guarantees due to the uncertainty caused by the new rotating actions. Amazon is continuing to significantly build out its footprint by opening its largest fulfillment center ever in the Pacific Northwest and simultaneously constructing a large, automated distribution center in Indiana. The facility in Woodburn, Oregon, covers 3.8 million square feet—four times the size of Portland’s International Airport terminals—and Amazon plans to initially hire 3,000 people to run the operation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Host Malcolm Harris brings the energy for another jam-packed Friday edition of What The Truck?! — where freight meets fire conversation. In This Episode: Ian Jefferies, President & CEO of the Association of American Railroads (AAR), gives us the inside track on: Rail safety and first responder training How policy modernization drives innovation Collaboration between truckers and railroads Combatting cargo theft and organized retail crime Kari Gonzalez, President & CEO of MXV Rail, breaks down how cutting-edge research and tech are transforming rail operations nationwide: Real-world innovation testing at the FAST facility Using AI and machine learning to prevent derailments Climate resilience and infrastructure upgrades How she went from intern to CEO — and why Michael Jordan still reigns supreme Plus, Malcolm dives into this week’s headlines:  Insurance crackdowns on non-domiciled CDLs  Half a million dollars in stolen Nikes?!  A million-dollar tequila heist — where’s Guy Fieri’s stash?  Freight capacity vs. demand and what it means for rates  Craig Fuller drops his new book “Moving the World” ⁠Watch on YouTube⁠ ⁠Visit our sponsor⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

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The trucking industry faces a major disruption as PE-backed flatbed operator Montgomery Transport LLC abruptly filed for Chapter 7 bankruptcy and ceased operations immediately. This sudden shutdown put approximately 1,000 employees out of work, including 600 truck drivers, highlighting the fragility of transportation companies in today’s economy. Global trade flows are shifting as U.S. maritime gateways saw container imports drop 8.4% in September, with imports from China specifically falling 22.9% year-over-year. These declines, which included dramatic drops in goods like aluminum (43.8%) and footwear (33.9%), come amid the restructuring of U.S. trade using tariffs and other economic pressures. Uzbekistan is positioning itself as the next global IT logistics hub, driven by its growing digital economy and expanding U.S. trade relationships. Government initiatives like IT Park Uzbekistan offer compelling incentives, including 0% tax rates for technology companies, and leverage a young, highly literate workforce ready to serve global markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Enforcement activities by ICE, targeting non-domiciled CDL holders in southern states, have triggered a capacity shock, rerouting trucks to the Midwest and East Coast and causing regional spot rates to spike despite overall soft national freight volume. Globally, the macro picture confirms a rapid cooling, with new data projecting that US import container volumes will fall below the 2 million TEU mark for the remainder of 2025 due to weakening consumer spending and early peak season frontloading. This softening demand occurs as major Chinese carriers, including Cosco and OOCL, make the surprise move of announcing they will not levy surcharges to offset escalating US port fees set to begin October 14th. Looking ahead, significant capital is flowing squarely into automation and freight tech, signaling a long-term industry focus on efficiency and driverless operations. Autonomous trucking company Kodiak AI made its public debut on NASDAQ with a $2.5 billion valuation, while IKEA acquired the logistics tech platform Locus to improve its delivery fulfillment capabilities amidst surging e-commerce sales. Furthermore, back-office automation is accelerating, exemplified by Mentium, which raised a $3.2 million seed round to deploy AI-powered digital workers specifically focused on automating accounts payable processing for freight brokerages. Learn more about your ad choices. Visit megaphone.fm/adchoices

The truckload spot market erupted this week as the Serbian news called for drivers to stay off the roads amidst ICE raids. Rates jumped despite weak demand. Dr. Zac Rogers gives the latest LMI report and the import market stabilizes. ⁠Follow the Freightonomics Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Ocean container rates on the ⁠eastbound Trans-Pacific are falling by double digits in a surprise move from China carriers⁠ ahead of new US port fees. The ship tax, which begins next week, charges China-owned or operated ships $80 per net tonnage for each voyage to the U.S. and could cost major players like Cosco and OOCL as much as $2.1 billion in 2026. Autonomous trucking company ⁠Kodiak AI just debuted on the NASDAQ⁠ after successfully combining with Ares Acquisition Corporation II, resulting in a $2.5 billion valuation for the newly public company. Kodiak secured more than $275 million in funding through this de-SPAC transaction, which CEO Don Burnette noted marks an inflection point for the industry as self-driving technology matures toward commercial deployment. Additionally, the ⁠Senate confirmed David Fink⁠, a former Pan Am Railways president and fifth-generation railroader, to lead the Federal Railroad Administration. President Trump nominated Fink, stating he would "deliver the FRA into a new era of safety and technological innovation". Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Long Haul, Adam sits down with Garrett Allen to talk about the one thing that brokers, shippers, and carriers say they value — but few actually use to make better decisions: data. Garrett unpacks how small fleets can use their own performance metrics to create stronger partnerships, land dedicated lanes, and rise above the noise in a market full of volatility and skepticism. We dig into trust-building, performance proof, bid season, and why data transparency is the future of reliable freight — whether you’re a one-truck authority or scaling up to 10. This one is about earning freight, not just chasing it. ⁠Follow The Long Haul Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your reefer unit was completely silent and produced zero emissions? What if your trailer could tell you it needed a repair weeks before a breakdown ever happened? The future of transport refrigeration is here, and it's quieter, smarter, and more efficient than ever before.In this episode, Thomas Wasson sits down with a team from Thermo King to pull back the curtain on the groundbreaking technologies changing the game for fleets. We're talking about the shift to all-electric power and the incredible rise of intelligent, connected trailers that offer a 360-degree view of your assets. How can this technology prevent costly downtime, protect valuable cargo, and improve your bottom line? Tune in to find out how the industry is getting a massive upgrade. ⁠Follow the Truck Tech Podcast⁠⁠ Other FreightWaves Shows⁠  Learn more about your ad choices. Visit megaphone.fm/adchoices

Host Malcolm Harris is back with another powerhouse lineup on What The Truck?!? This episode dives deep into the latest freight market volatility, data-driven decision-making, and the innovations shaping the future of logistics. Guests: David Spencer, VP of Market Intelligence at Arrive Logistics — breaks down rate volatility, market disruptions, and how Arrive’s data models are adapting to regulatory shifts. Zach Strickland, Head of Freight Market Intelligence at SONAR — explains the sudden spot rate surges, capacity crunches, and what the data really says about supply-side pressure. Matt “Future Man” McLelland, VP of Sustainability & Innovation at Covenant — shares how Covenant is investing in green tech, alternative fuels, and the “messy middle” of decarbonization. From the recent DOT regulation shake-up to how shippers and carriers can stay ahead of uncertainty, this episode covers it all — strategy, innovation, and the people driving change in freight. ⁠Watch on YouTube⁠ ⁠Visit our sponsor⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

Dry van rates are surging nationwide, despite weak trucking volumes and low tender rejections, an inversion that points to hard supply contraction driven by behavioral reactions to immigration enforcement efforts. We also analyze the broader, longer-term metrics from the Logistics Managers’ Index, which recorded a September reading of 57.4, marking the seventh consecutive month the index has remained below its all-time average. This confirms slow, steady growth rather than a roaring expansion, and for the third straight month, a "negative freight inversion" occurred where transportation capacity grew faster than transportation pricing. In Washington, Derek Barrs was officially confirmed as the eighth administrator of the FMCSA, a move that industry groups like the American Trucking Associations and the Owner-Operator Independent Drivers Association had been anxious to see confirmed. Furthermore, new research links truck drivers who violate English language proficiency rules to significantly higher safety risks—with inspections involving an ELP violation having two and a half times the number of total non-ELP violations—though the study cautions this is a correlation and not direct causation. We provide a quick carrier pulse check confirming ongoing market pressures, highlighted by San Diego-based Epic Lightning Fast Service LLC permanently closing operations and laying off 116 employees by the end of October due to persistent challenging market conditions. However, there is positive news in the LTL space, as Daylight Transport was named the top overall LTL carrier for the second consecutive year and Old Dominion Freight Line was recognized as the top national carrier for the 16th straight year. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Suez Canal anticipates a recovery following potential Middle East resolutions, with the waterway’s chief indicating that plans to end the conflict in Gaza should pave the way for a substantial return of global shipping traffic in 2025. Attention turns to domestic freight as the Association of American Railroads (AAR) releases its latest analysis. September rail volumes reflect the uneven pace of the US economy, prompting a guarded assessment for consistent tailwinds in rail movement.. Finally, we look at legal implications for government-backed logistics entities as the US Supreme Court is set to hear a potentially far-reaching case. The high court will consider whether the US Postal Service can be sued for allegedly deliberately withholding mail from a resident. Catch the day's lineup on FreightWaves TV, featuring new episodes of Sense Per Mile, WHAT THE TRUCK?!?, and Truck Tech. Additionally, make sure you head over to live.freightwaves.com, as we are less than two weeks away from F3: Future of Freight Festival. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Loaded and Rolling, we're joined by Dean Marris, Chief Data Science Officer, and Craig Marris, Chief Sustainability Officer at EROAD, to discuss the intersection of sustainability and artificial intelligence in the trucking industry. They explore how fleets can leverage technology to navigate the "messy middle" of transitioning to more sustainable practices while maintaining profitability. Topics covered in this episode include: Digital Twin Simulation: Learn how fleets can use digital twins to test and de-risk the transition to alternative fuels and electric vehicles before making significant investments. AI for Efficiency: Discover how AI is helping to reduce waste in the supply chain, from minimizing empty miles to preventing food spoilage in reefers. Safety Innovations: Hear about the latest in AI-powered multi-camera systems that are improving driver safety by reducing blind spots and preventing collisions. The Power of Data Sharing: Understand why collaboration and data sharing between carriers, shippers, and OEMs are crucial for achieving industry-wide sustainability and safety goals. ⁠⁠Follow the Loaded and Rolling Podcast⁠⁠ ⁠⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we dive into the cross-border landscape between the U.S. and Canada. Our guest, Keith Matthews President and CEO of NAD Logistics, breaks down trends in trade and other cross border struggles. For more information, subscribe to ⁠Check Call the newsletter⁠ or the podcast. ⁠Follow the Check Call Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Several critical developments are pointing toward a rising cost of uncertainty across the logistics landscape. Analysts are trimming expectations for the back half of the year, with Morgan Stanley significantly cutting earnings per share estimates for most truckload and less-than-truckload carriers due to high shipper uncertainty and continuing industrial contraction.. A major regulatory shift occurred when the U.S. Court of Appeals overturned a key Federal Maritime Commission rule regarding detention and demurrage fees, a ruling analyzed in Demurrage dilemma: court overturns FMC's trucking rule. Specifically, the court found the FMC rule that categorically blocked demurrage charges against motor carriers to be "arbitrary and capricious," potentially opening the door for drayage carriers, who often lack leverage, to be billed for these terminal fees once again. Equipment costs are set to rise after President Trump announced a new 25% tariff on imported medium- and heavy-duty trucks starting November 1st, as reported in Trump to impose 25% tariff on trucks starting Nov. 1. Since the U.S. imports the majority of these trucks from Mexico, the tariff could significantly raise the total cost of ownership for U.S. fleets, potentially slowing down equipment replacement cycles, even if vehicles nominally fall under the USMCA agreement. North of the border, Canada Post is facing a severe labor crisis linked to its deep financial struggles, having incurred losses of $2.7 billion since 2018, leading to a crucial update in Canada Post reduces contract offer to striking workers, warns of job cuts. The postal operator rescinded a $500 to $1,000 signing bonus and is proposing to eliminate lifetime job security for urban employees while aiming to downsize the workforce through attrition, buyouts, and early retirement to facilitate needed modernization. Learn more about your ad choices. Visit megaphone.fm/adchoices

President Donald Trump’s expansion of tariffs, which includes a new ⁠25% duty on imported medium and heavy-duty trucks⁠ is set to begin November 1st. This decision follows a federal probe under Section 232 of the Trade Expansion Act and is aimed at protecting U.S. manufacturers like Peterbilt and Kenworth. The broadcast also covers the escalating labor situation at Canada Post, which has presented a scaled-back offer to ⁠50,000 striking mail carriers⁠ that increases the likelihood of job cuts. The company's proposed collective bargaining agreement no longer includes a signing bonus due to its deteriorating financial position and plans to eliminate lifetime job security provisions for urban unit employees. Furthermore, the U.S. Department of Transportation has issued an emergency federal order leading to ⁠California and Oregon suspending the issuance of non-domiciled CDLs⁠. This crackdown follows an FMCSA audit that found widespread non-compliance, including that more than 25% of California's non-domiciled CDLs were improperly issued. Don't miss the upcoming FreightWaves TV programming, including ⁠Loaded and Rolling⁠ and ⁠Check Call⁠. You can also join the leaders shaping the future of freight at the F3: Future of Freight Festival in Chattanooga, Tennessee, which is just two weeks away. Learn more about your ad choices. Visit megaphone.fm/adchoices