FreightCasts

Welcome to another Monday edition of FreightWaves Today! Hosts Craig Fuller and Julie Van de Kamp are back in the studio to break down a massive week for the logistics and transportation sectors. As the market continues its recovery, we tackle the latest geopolitical escalations impacting global shipping routes, preview the start of Q2 earnings season with JB Hunt, and look at how artificial intelligence is transforming truck financing and historical transactional standards like EDI.

Featured guests:

Tobias Waldeck – Chief Revenue Officer at Daimler Truck Financial Services. Tobias gives his perspective on exiting the longest freight recession on record, normalizing truck replacement cycles, and the booming flatbed activity driven by AI data center infrastructure.

Kevin Bangston – CEO of Daimler Truck Finance. Kevin discusses the shifting ecosystem of captive truck financing, navigating final EPA emissions rulings, and utilizing AI for administrative relief and analytic predictability.

Mark Vitner – Chief Economist at Piedmont Crescent Capital. Mark shares insights on the strengthening manufacturing sector, GDP growth forecasts for the second half of the year, inventory replenishment cycles, and the unique challenges facing the current housing market.

Christopher Versace – Chief Investment Officer & Thematic Strategist at Tematic Research. Christopher analyzes logistics stocks, hyperscaler CapEx spends, chip demand, and why structural shifts in heavy truck orders keep him bullish heading into the Q2 earnings cycle.

Erik Kiser – CEO & Founder of Orderful Technologies. Fresh off a $35 million funding round with Koch Disruptive Technologies, Eric highlights how Orderful is utilizing AI models to completely disrupt and automate traditional EDI onboarding experiences.

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Welcome to another action-packed Monday edition of What the Truck! Hosts Malcolm Harris and Michael Vincent are back to unpack the latest supply chain news, upcoming events, and the technological revolutions hitting global logistics.

In this episode, we dive deep into the unexpected places importers are actually losing money after containers hit the port, and why the yard remains one of the least digitized aspects of the supply chain in 2026. Plus, we preview the upcoming Supply Chain AI Symposium in Chicago!

Featured guests:

Steven Dodola – CIO and Owner of Dodola Global Logistics. Steven joins the show to break down the costly handoffs at the port, navigating demurrage and detention, and how freight forwarders are utilizing tools like Claude Code and AI to streamline operations.

Jake Coppinger – CEO & Co-Founder of Yardflow by Freight Roll. Jake talks about the massive gaps in yard management digitization, the hurdles facing truck drivers, and the impending shift toward autonomous trucking.

Casey Larkin – Co-Founder of Yardflow by Freight Roll. Casey dives into standardizing workflows across fragmented carrier networks, eliminating paper dependency, and building the "digital brain" required to run the automated yard networks of the future.

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In this episode, we kick things off with a major escalation in the Middle East that's sending shockwaves through global energy markets and ocean shipping. Iran on Saturday attacked a feeder container ship transiting the Strait of Hormuz, setting the seven-thousand-TEU GFS Galaxy ablaze and forcing the crew to abandon ship. Iran over the weekend declared the strait closed to vessel traffic and expanded missile and drone attacks across the region, pushing Brent crude up about twelve percent, European natural gas up nearly seventy percent, and U.S. gasoline futures up roughly ten percent since late last week.

Next, we explore the automotive sector where Toyota is making a massive three-point-six-billion-dollar bet on Texas manufacturing with a stunning expansion in San Antonio. The Japanese automaker is shifting production of its popular Tacoma pickup from Baja California, Mexico, to San Antonio as part of an investment that will double the size of its Texas manufacturing campus and create two thousand new jobs over the next four years.

Finally, we break down how Wall Street is raising the bar for trucking carriers heading into second-quarter earnings season. Deutsche Bank analyst Richa Harnain is forecasting mainly beats across her transportation coverage, with less-than-truckload carriers leading the charge. She expects median earnings-per-share growth of fifteen percent year-over-year for the second quarter and twenty-one percent for the third quarter, marking a meaningful improvement from the three percent increase the group recorded in the first quarter.

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A $104 million nuclear verdict against Mesilla Valley Transportation has the trucking industry asking one question: Could this happen to anyone?Matt and Craig break down the landmark case, explain why jury awards continue to skyrocket, and discuss what it means for carriers, brokers, insurers, and shippers moving forward.

The conversation also dives into the EPA's latest emissions rule changes, why modern diesel trucks have become so expensive to maintain, and a brand-new trailer rental scam targeting truckers through Facebook and WhatsApp.

Plus, Matt and Craig discuss cargo theft, organized crime, and why legislation like CORCA continues to stall in Washington despite broad bipartisan support.

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It’s Friday, and while the domestic spot market is hitting a bit of a post-holiday summer lull, the freight industry at large is facing massive structural, legislative, and tech shifts. In this episode of FreightWaves Today, hosts Craig Fuller and Julie Van de Kamp sit down with top industry analysts and experts to break down the biggest headlines moving the market this week.

We dive deep into a jaw-dropping $104 million nuclear jury verdict against Mesilla Valley Transportation, unpack the EPA’s newly finalized 470-page NOx emissions regulations, and discuss reports that tech giant Trimble is planning to sell off its transportation division. Plus, maintenance and legal expert Matt Loeffler stops by for Freight Expectations to sound the alarm on a sophisticated new type of trailer leasing fraud emerging on social media.

Featured guests:

Lee Klaskow (Senior Transportation Analyst, Bloomberg Intelligence): Joins us to break down Wall Street's red-hot interest in truckload and LTL stocks, why the current capacity correction feels more structural than cyclical, and what to expect from the upcoming Q2 earnings season.

Bart De Muynck (Founder, Bart De Muynck LLC): Weighs in on reports that Trimble is looking to divest its transportation unit. We discuss why European software like Transporion often struggles to gain a foothold in North America, and how modern architecture and real-time AI solutions are shifting the enterprise software landscape.

Matt Leffler (The Armchair Attorney): Returns for Freight Expectations to dissect the legal mechanics of the massive $104M verdict, how cross-border carriers manage equipment safety, the heavy technical/cost burden of the EPA's new diesel aftertreatment regulations, and a dangerous new asset scam hitting independent truckers.

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