FreightCasts

Host Isaiah Buchanan kicks off this Tuesday edition with a significant legal victory for NFI CEO Sidney Brown. An appellate court has affirmed the dismissal of criminal charges against the executive regarding real estate development rights in Camden, New Jersey.

Next, the show examines how robust consumer spending is leading retailers to adopt leaner inventory strategies. While this shift is softening ocean shipping demand, it is expected to drive up domestic truckload rates and tender rejections in the near term.

In FreightTech news, startup GenLogs has secured $60 million in Series B funding to expand its AI-powered supply chain intelligence platform. The company aims to use its nationwide sensor network to enhance visibility and combat freight fraud across the industry.

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In this episode, Malcolm breaks down the latest industry headlines before welcoming Scott Pecoriello of WeatherOptics to unpack the real-world freight impacts of major winter storms. Helaine Rich of ePost Global joins to explain why cross-border returns are becoming a critical revenue-protection strategy in global ecommerce. Next, Akash Patel of Yellow Brick Academy and Yellow Brick Transport shares how niche markets like auto transport create new pathways into logistics—and how the industry can drive second chances and entrepreneurship. The episode wraps with Nate Veeh discussing new data on truck parking challenges and what it means for safety and infrastructure.

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A massive winter storm shakes up the freight market—and Craig Fuller and Matt Leffler break down why this one matters. Tender rejection rates spike above 12%, signaling tightening capacity and a potential inflection point for carriers. The hosts unpack why weather often acts as the catalyst that finally tips a soft market into a crunch, and whether this disruption could mark the beginning of a more sustained recovery.

Along the way, they dig into rising M&A activity across trucking and brokerage, from major carrier acquisitions to growing momentum around IPOs and private equity exits. The conversation also veers (as it often does) into sales models, parcel and LTL strategies, demographic shifts, and the surprising ways culture, technology, and human behavior ripple into freight markets.

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In this episode, we break down how severe winter weather has upended the freight market, causing tender rejections to spike well above holiday peaks. Recent data indicates that Winter Storm Fern caused massive disruption, revealing a truckload market that is far more volatile than seen in previous years.

We also discuss reports that Amazon is preparing to launch its external LTL service this summer, targeting specific shippers to build density. Analysts suggest Amazon has already contacted a significant portion of the market, signaling a move that could be highly disruptive to incumbent carriers.

The conversation shifts to the sky, where Maersk Air Cargo is canceling its Asia-US flights to focus on more efficient aircraft. Sources indicate that Amazon is the likely buyer for the fleet of Boeing 767 freighters as Maersk terminates its contract with Amerijet.

Finally, we examine a controversial Arizona bill targeting fake CDLs that would allow law enforcement to seize vehicles from non-compliant carriers. This state-level push highlights a broader federal enforcement gap, where limited verification mechanisms allow dangerous drivers to simply ignore out-of-service orders.

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On today’s FreightWaves Morning Minute, we discuss how severe winter weather and rising tender rejections are creating unprecedented volatility in the truckload spot market. With the National Truckload Index climbing to $2.71 per mile, the current capacity crunch signals a fundamentally different environment for carriers compared to previous years.

As congestion on Interstate 35 worsens, operators of the SH 130 toll road are intensifying efforts to attract cross-border freight away from Austin traffic. Tractor-trailer volume on the bypass has surged 68% since 2019 as the route positions itself as a reliable alternative for U.S.-Mexico trade flows.

In maritime news, Ocean Network Express reported an $88 million net loss for the third quarter due to softer freight volumes and weaker rates. Executives attributed the decline to a challenging operating landscape, particularly regarding slow cargo movement on Asia-North America trade routes.

Finally, tune in at noon for a new episode of WHAT THE TRUCK?!? featuring Malcolm Harris. You can catch the full broadcast live or watch the replay later on our YouTube channel.

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