FreightCasts

Malcolm kicks off the show with a look at current headlines, including UPS’s optimization plan to close 22 sortation centers and the FMCSA’s crackdown on CDL non-compliance in Illinois. The segment also highlights rising cargo theft data, noting that California and Texas accounted for 58% of US incidents in 2025. Headlines are followed up with two great interviews.

Robert Nathan, Co-founder and CEO of Envoy AI, shares insights from his 20-year career that began in the warehouse and led to building a top-50 freight brokerage. He emphasizes the need for a shift toward human-centric technology, specifically building “carrier copilots” that empower the individual user rather than just the enterprise. Nathan also highlights the reality of systemic margin compression, advising brokerages to prepare for a future where they must operate profitably at margins as low as 7%.

Following Nathan, Chris Torrence, Chief Strategy Officer at MapUp, brings a perspective shaped by military logistics and over 25 years in the industry. Torrence argues against the “pressure cooker” mentality of transactional sales, advocating instead for the cultivation of “reputation capital” and long-term relationships. He stresses the importance of personal branding and authenticity, noting that while technology can always be replicated, the trust built through genuine human connection remains the ultimate differentiator in a crowded market.

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A new report reveals that California and Texas accounted for more than half of all U.S. cargo theft incidents last year, with electronics remaining a top target for criminals. Thieves are increasingly utilizing deceptive pickup tactics to steal loads, a trend experts warn is expected to accelerate through 2026.

The massive merger between Union Pacific and Norfolk Southern faces another delay as the railroads plan to refile their application with federal regulators later this spring. This postponement comes amidst growing political pressure and concerns from state attorneys general that the deal could stifle competition and raise prices.

Shipping giant UPS is moving forward with its restructuring plans by identifying 22 package facilities for closure as it seeks to automate operations and cut costs. The company is also facing legal challenges from the Teamsters Union over its attempt to offer voluntary buyouts to thousands of drivers.

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On this episode of Loaded and Rolling, host Thomas Wasson sits down with Steve Oliver of Taylor and Martin to unpack how shifting freight rates, tariff uncertainty, and lower diesel prices are reshaping the new and used truck markets. They explore how auction activity offers real-time insight into freight trends, why equipment scarcity is driving values higher, and how small and midsize fleets are positioning themselves for growth as optimism returns. Oliver also shares details on Taylor and Martin’s expanding auction footprint, major fleet dispersals, and a newly launched engine protection plan designed to give buyers added confidence in today’s evolving market.

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Is trucking entering a new era?

In this episode of Brake Check on FreightWaves, we examine two forces shaping the future of freight workforce development and legal accountability.

First, Lindsey Trent of the Next Generation in Trucking Association joins us to discuss the mission of the next generation in trucking. Are we finally fixing the pipeline? What are we getting right  and where are we still missing the mark?

Then we turn to the Supreme Court ruling in Montgomery v. Caribe Transport II, LLC with Shannon Everett of American Truckers United.

We break down:• What the ruling actually means • Whether broker immunity is narrowing • Insurance and liability ripple effects • The impact on small carriers • Non-domiciled CDL concerns • Whether this strengthens accountability  or destabilizes freight

This episode connects the next generation entering trucking with the legal framework they’re stepping into.

Because when liability shifts, capital shifts.

When capital shifts, freight shifts.

Welcome to Brake Check.

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In this episode, we cover the major consolidation in ocean shipping as Hapag-Lloyd agrees to⁠ acquire ZIM Integrated Shipping Services⁠ in a deal valued at $4.2 billion. This acquisition includes the creation of a new entity to manage security-critical vessels and is expected to be finalized by the end of the year.

We also discuss the growing political opposition to the proposed merger between Union Pacific and Norfolk Southern. A coalition of attorneys general is calling on the Department of Justice⁠ to intervene in the deal⁠, arguing that the creation of a rail behemoth will harm competition and drive up costs.

Finally, we look at new federal legislation that aims to bring relief to truckers by⁠ capping state fuel taxes⁠ at 50 cents per gallon. States like California and Pennsylvania that do not comply could face significant cuts to their federal highway funding if the bill passes.

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