FreightCasts

FreightWaves Today takes a deep look at where the freight market is headed, from tightening capacity and rising rates to regulation, industrial demand, global trade and the forces reshaping supply chains.

Tom Albrecht of Reliance Partners joins the show to discuss the current freight cycle, drawing on decades of experience covering both trucking and rail. The conversation examines improving industrial demand, strong rail volumes, capacity constraints and the regulatory changes that could determine how long the current freight recovery lasts.

Jason Miller weighs in on the demand side of the market, including the massive buildout of AI data centers and the possibility that traditional freight metrics are underestimating the amount of freight moving through the industrial economy. The discussion also looks at truck capacity, driver availability, equipment orders and the potential impact of interest rates on the freight cycle.

Rush from Tabi breaks down how freight brokers are adapting to a more data-driven market. Tabi’s Pricing Pressure Index, which measures the balance of pricing power between shippers and brokers, is showing a market that remains favorable to brokers but is beginning to normalize. The conversation explores spot pricing, margins, shipper behavior and why disciplined, data-driven brokers are outperforming those still chasing volume.

Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, brings a macroeconomic perspective, warning that global and U.S. industrial growth may be approaching a turning point. He explains how leading indicators are signaling slower growth ahead and discusses the risk of sticky costs, higher interest rates and a potential period of stagflation.

The episode closes with a wide-ranging conversation about North American trade and supply chains, including the future of USMCA, sourcing strategies, U.S.-Canada-Mexico trade relationships, reindustrialization and national security. The discussion highlights how decades of integrated North American supply chains could be affected by changing trade policies and tariffs.

Also featured: a look at the role of AI data centers, energy infrastructure and the challenge of balancing technological investment with regulatory and community concerns.

Watch FreightWaves Today for the latest analysis on freight markets, trucking, logistics, rail, supply chains and the economy.

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Autonomous trucking is moving from the drawing board to real-world operations — and the implications for the freight industry could be enormous.

In this special edition of FreightWaves Today, we take an in-depth look at the future of automation with leaders across autonomous trucking, freight marketplaces, artificial intelligence and autonomous delivery.

The episode explores how purpose-built autonomous vehicles could reshape the way freight moves, including the potential decline of traditional drop-trailer models and the rise of on-demand, dock-to-dock transportation. Industry leaders also discuss whether autonomous trucking will accelerate consolidation among carriers and brokers, and which companies could be best positioned for the transition.

We also examine the business of autonomous transportation with Einride CEO Roozbeh Charafeddine, including the company's growth, its work with major customers such as Amazon, its 500-truck Tesla Semi commitment and its strategy for gradually introducing autonomous and electric vehicles into freight networks. Charafeddine also discusses Einride's defense business and how autonomous technology can remove people from dangerous transportation environments.

uShip CEO Shawn Wu talks about the role of marketplaces in a changing freight environment, including the challenges of moving non-standardized and oversized freight, marketplace trust and safety, cargo security, household moves and the current market for large and bulky shipments.

The conversation then expands beyond trucking to autonomous delivery. AV Ride discusses its autonomous passenger vehicles and delivery robots, the role of platforms such as Uber and Grubhub, and the challenges of bringing autonomous delivery from dense urban areas and college campuses into suburban markets.

We also examine how artificial intelligence could transform global trade, with a focus on the data and operational knowledge needed to make AI agents useful in real-world supply chain operations.

From autonomous trucks and electric fleets to AI, delivery robots and the potential consolidation of the freight industry, this special edition looks at the technologies and business models that could define the next decade of transportation.

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Join Julie Van de Kamp and Malcolm Harris on FreightWaves Today as they break down major freight news, market trends, and industry insights. In this episode, industry leaders discuss small carrier financial discipline, fleet repair innovations, and regional market volatility.

In our Morning Minute: Teamsters President Sean O’Brien warns UPS of potential 2028 strike risks, Delaware breaks ground on a $669M container terminal project, and a cargo ship fire in China leaves 25 dead.

Then, Dave Gilbert, Founder and CEO of National Funding, discusses why a full order book doesn’t always signal expansion readiness, navigating high repair costs, and how small carriers can avoid cash flow traps.

Julie has a breakdown of national tender rejections, spot rates, and headhaul vs. backhaul trends across key markets including Cincinnati, Detroit, Joliet, Miami, and Houston.

And to wrap up the first hour, Andy Klobnock, COO of ServiceUp, breaks down their new partnership with Stellantis Pro One, detailing how centralized billing and AI agents are untangling fleet repair headaches.

Then in our 2nd hour, Zach Strickland and economist D.J. Donahue break down the latest economic data and what it means for transportation, consumers and the broader freight economy.

Zach is also joined by Thomas Wasson who helps Zach to explore the changing North American freight landscape. They discuss Mexican cross-border trucking, cabotage enforcement, falling Laredo freight volumes, shifting Mexico trade flows and the growing influence of data-center construction on freight demand. Data-center investment is generating demand for electronics, steel, concrete and open-deck capacity even as traditional consumer demand remains relatively muted.

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This Friday edition of WHAT THE TRUCK?!? Malclolm and Michael Vincent kick off the show with some banter before diving into major freight industry headlines and expert interviews.

Key Industry Headlines

Colorado Federal Court Ruling: U-Haul was dismissed as a defendant in a Colorado federal court trial following a fatal June 2024 accident where steel beams fell off a truck. The judge cited lack of clarity regarding whether the driver was hauling for U-Haul or Monique Trucking.

Massive Drug Ring Busted: Roberto Lopez was sentenced to nearly 19 years in prison for his role in a trucking-based drug ring that moved cocaine and millions in cash across the southeast using stashes and falsified logistics.

Fatal Chinese Shipyard Fire: A fire aboard the Liberia-flagged dry bulk carrier Ocean Melody at the Qingdao Beihai Shipyard resulted in 25 confirmed deaths.

Border Produce Drug Seizure: DEA and CBP agents in South Texas uncovered 2,000 pounds of methamphetamine concealed inside a shipment of cabbage.

Featured Guests

Johannes Ariens (CEO, Range Zero Emissions): Breaks down the strategic consolidation of West Coast zero-emission commercial vehicle operations, including partnerships with Ziegler Truck Group and Hyundai Translead. He discusses scaling medium- and heavy-duty battery electric and hydrogen fuel cell fleets, navigating incentive structures, and redesigning dealership models to account for 40% to 60% less vehicle maintenance.

Diane Hutson (Executive Director, Saint Christopher Truckers Relief Fund): Highlights the non-profit's milestone of delivering over $5.5 million in financial assistance to ill and injured drivers. She details their free preventative health initiatives—including cancer screenings, smoking cessation programs, and vaccines—and calls on industry leaders to help connect drivers directly to these critical resources.

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In this episode, we kick things off with a stark warning from the Teamsters union as ⁠President Sean O'Brien puts UPS on notice for a potential strike in 2028⁠, two full years before contract negotiations typically turn contentious. Among the key demands are protections against benefit rollbacks, restrictions on autonomous trucks, and a highly unusual provision allowing regional unions to strike mid-contract over unresolved grievances.

Next, we explore major maritime infrastructure developments as ⁠construction officially begins on Delaware's massive $669 million container terminal along the Delaware River⁠. The Delaware Container Terminal will feature a 45-foot berth depth capable of handling post-Panamax vessels up to 16,000 TEUs and is projected to create nearly 6,000 new jobs once fully operational by late 2028.

Finally, we cover a devastating incident in China where ⁠a deadly fire aboard a cargo ship at a Qingdao shipyard claimed 25 lives⁠ during repair operations. The blaze erupted Thursday morning aboard the Liberia-flagged dry bulk carrier Ocean Melody, with authorities launching an investigation into the cause of the tragedy that left 42 people aboard at the time of the incident.

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