FreightCasts

Global Protection Corp., the company behind ONE® Condoms, never expected a routine shipment to become a $1.7 million cargo theft. The company wasn't hacked, yet it still became the victim of a sophisticated cyber-enabled scheme that forever changed how it approaches supply chain security. In this episode of Fraud Watch, Ryan Findling and Milla Impola share their story, the lessons they learned, and why they believe verification over speed is one of the strongest defenses against modern cargo theft. Questions for the Global Protection team? Contact them at info@globalprotection.com
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Welcome back to Brake Check! In this episode, Charles sits down with industry leaders to cut through the fluff, break down current market trends, and deliver real trucking talk.

Michael Kroul (CEO of KTI) discusses navigating spot rates, building long-term carrier relationships, and the role of legal risk management and AI in modern freight brokerage.

Tyler Johnston (GM of Operations at Mercer Transportation) breaks down the true cost of operating in 2026, the myth of the “Freight Super Cycle,” and why consistency outperforms chasing rates.

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In this episode, we kick things off by examining a manufacturing surge that's creating serious momentum across the freight landscape. July's Institute for Supply Management Manufacturing PMI jumped to 55.6, the highest reading since May 2022 and well ahead of analyst expectations. This manufacturing recovery is showing up directly in ⁠less-than-truckload volumes, with four publicly traded LTL carriers reporting tonnage up 2.6 percent year over year⁠ in the second quarter, and preliminary July results showing even stronger growth at 5.1 percent year over year.

Next, we discuss a major driver misclassification case as ⁠drayage drivers who hauled for STG Logistics in New Jersey are eligible for a piece of a more than $2.2 million payout⁠ following the settlement. The suit, which dates back to 2023, was the first filed under a 2021 New Jersey law targeting employers who misclassified full-time workers as independent contractors. Eligible drivers can receive a lump sum based on their earnings from January 2017 to the present.

Finally, we explore how a strategic investment is expanding global widebody cargo capacity as ⁠Atlas Air Worldwide Holdings completed its transaction to take a 49 percent stake in Iceland-based Air Atlanta⁠, the all-cargo carrier and lessor announced on Monday. As part of the deal, Atlas subsidiary Titan Aviation acquired fourteen widebody freighter aircraft owned by Air Atlanta and leased them back, while Air Atlanta's CEO and vice presidents acquired a 51 percent controlling interest in the operating companies.

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Craig and Julie have a jam packed show to start of the week!

FreightWaves Finance Editor, Todd Maiden, starts things off talking railroad earnings. He breaks down how major carriers like Schneider National handily beat expectations, signaling the early stages of a capacity-constrained rate recovery. Schneider captured double-digit rate increases on contract renewals during Q2.

Zak Andersoe, Chief of Staff and VP of Corporate Relations at BNSF, outlined why the railroad strongly opposes the proposed merger between Union Pacific (UP) and Norfolk Southern (NS). He explains how the merger creates an unprecedented level of market power (over 50% market share in the combined entity), which BNSF argues will ultimately raise prices and reduce competition for shippers—particularly bulk and carload shippers who lack competitive alternatives.

Trent Broberg, CEO of FullBay, highlighted key trends and operational pressures across heavy-duty maintenance shops.

Brian Fielkow, EVP of Risk Resources at Acrisure, detailed how safety directly drives productivity and enterprise value.

Alex Tabarrok, Chair in Economics at George Mason University, presented findings from a white paper on autonomous vehicle (AV) adoption and opposition.

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Welcome back to WithSONAR!

In this episode, we break down SONAR's latest Peak Season SITREP and highlight the key datasets you should be monitoring to stay ahead of changing market conditions. From capacity and demand to imports and spot rates, we'll walk through the indicators shaping the second half of the year and show you where to find them in SONAR.

Check out the Peak Season SITREP here: https://sonar.surf/sitreps?tab=peak-season-capacity-convergence

Save the charts to your 'My Dashboards' here: https://sonar.surf/sharepage/02389c4e-62ea-46f9-bdf4-debd22243c1f

In this episode, you'll learn:
How current capacity conditions compare to previous years
Why tender rejections remain one of the most important leading indicators
What freight volumes, fuel prices, and Port of Los Angeles imports are signaling for Q4
Which regions are experiencing the greatest market pressure
How spot and contract rates are trending heading into peak season

📩 Have questions? Reach out to cs@gosonar.com or your Account Manager.

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#freighttrain #freighttech #gosonar #sonar #softwareasaservice #logistics
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