The European Union is expected to revoke duty-free status for parcel imports through the elimination of the de minimis rule for small parcel imports, which is expected to be fully implemented by 2028. This significant policy change aims to level the playing field for European businesses and limit the influx of low-cost goods, especially considering that 91% of low-value shipments last year originated from China.
We also track how global trade volatility and depressed freight rates have severely impacted ocean carriers, leading to Hapag-Lloyd's nine-month profits dropping nearly 50% from $1.83 billion down to $946 million. This decline occurred despite a 9% rise in transport volumes, demonstrating how upward cost pressures and start-up expenses related to the new Gemini Alliance are squeezing carrier margins.
Finally, we analyze a proposed strategic pivot for UPS to stay competitive in the high-volume e-commerce space, focusing on a retooling of last-mile delivery. This unified strategy suggests using higher-cost Teamster drivers for the middle mile delivery to UPS Stores, allowing lower-cost independent gig workers to handle the final local delivery, which could drastically lower B2C costs and end the company’s reliance on the U.S. Postal Service.
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
2:35
--------
2:35
Bring It Home | Reindustrialization? Stagnation and dynamism in the U.S. industrial economy
JP Hampstead gives a presentation to shippers about what macroeconomic data tells us about production, employment, productivity, and the prospects for reindustrialization at FreightWaves' Future of Freight Festival in Chattanooga, TN.
In this episode JP covers:
- Why U.S. manufacturing output hasn’t recovered since the Great Recession
- The surprising role of energy production in “industrial growth”
- How offshoring reshaped America’s productivity curve
- Why AI is now the largest driver of U.S. energy demand
- Whether the big White House manufacturing announcements are real
- Why nuclear power is surging back
- How productivity gains reshape the workforce (100 years of data)
- What the U.S. must fix to get industrial production unstuck
Subscribe to the Newsletter
Subscribe to the Bring It Home YouTube Channel
#BringItHome #FreightWaves #Manufacturing #Reindustrialization #SupplyChain #F3
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
28:46
--------
28:46
The Long Haul | No Filter in Freight – Sage’s Uncensored Take on Trucks, Brokers & Insurance
In this uncaged episode of The Long Haul, Adam sits down with Sage — CDL driver, O/O, Landstar agent, broker, and commercial auto insurance pro — to tackle the freight industry’s most controversial topics. This one’s not safe for the faint of heart. We dig into broker dishonesty, insurance scams, the broker-agent world, O/O pain points, and what never gets talked about in polite circles. No fluff. Real talk. If you’re in the business and tired of half-truths, this is your episode.
Follow The Long Haul Podcast
Other FreightWaves Shows
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
1:09:22
--------
1:09:22
The Daily | November 12, 2025
We analyze why Ocean rates tested by capacity conundrum despite carriers attempting General Rate Increases and blanked sailings, indicating continued overcapacity and weak demand on the trans-Pacific trade lane. Simultaneously, we explore the quick response from air cargo providers, detailing how FedEx plugs transport hole caused by MD-11 groundings by activating spare aircraft and diverting packages to its domestic ground network.
We examine the state of port traffic, noting that Container imports off 17.6% at leading US port in October 2025, although the Port of Long Beach remains on pace to surpass its all-time annual cargo record from 2024. Turning to rail, we discuss Union Pacific's strategic moves as Union Pacific guarantees more post-merger union jobs, successfully securing the support of the National Conference of Firemen and Oilers (NCFO) and SMART-TD by committing to career-long employment for hundreds of members.
In the trucking sector, we analyze carrier strategy as Werner says ‘no retreat’ possible in dedicated fleet size, citing base capacity needs despite the ongoing severe downturn in the industry. Finally, we delve into the dramatic collapse of a highly anticipated venture, learning the story behind why “America’s Biggest Truck Stop” Falls Silent — Inside the Eviction of Trucker’s Paradise in Texas after months of financial disputes, investor issues, and allegations of unpaid wages.
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
6:44
--------
6:44
WHAT THE TRUCK?!? | Data, Decisions & Delivery
It’s hump day on WHAT THE TRUCK?!? and host Malcolm Harris is bringing the heat with a jam-packed lineup covering innovation, strategy, and the latest headlines shaking up logistics.
In this episode:
Arthur Axelrad, CEO & Co-Founder of Dispatch Science, breaks down the launch of DataSync — the newest part of their DSX ecosystem giving carriers real-time control and visibility over operations. Discover how data is reshaping last-mile logistics and why modern architecture and APIs are key to the future.
Sarah Olmstead (President, Rebel Logistics Service) and Mike Holland (Senior Director of Domestic Logistics, Five Below) join forces to dive into the ECA Marketplace — the unique “speed dating for logistics” event where shippers and carriers forge real partnerships and optimize freight strategy for 2026.
Freight headlines on CDL rule reversals, Zoom Freight’s bankruptcy, and U.S. port fee suspensions on Chinese vessels.
Plus, Malcolm previews:
ProShip’s 2025 End-of-Year Parcel Roast — where shipping strategies get roasted live
The Great Freight Debate featuring Craig Fuller, Ken Adamo, and Matthew “The Armchair Attorney” Leffler, live from the Traffic Club of Chicago
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
A full trailer load of freight podcasts from FreightWaves. Enjoy shows like the award-winning WHAT THE TRUCK?!? podcast, Put That Coffee Down, Freightonomics, Fuller Speed Ahead, Great Quarter, Gals and more with one click of the subscribe button. One freight feed to rule them all!
Brasil