FreightCasts

On today’s episode of FreightWaves Today, hosts Craig Fuller and Malcolm Harris kick off earnings season with an in-depth look at what lies ahead for public freight companies, comparing current Wall Street expectations against real-time high-frequency data. They are joined first by FreightWaves Finance Editor Todd Maiden to discuss Q3 earnings projections, JB Hunt’s upcoming reports and intermodal bid season, fuel surcharge dynamics, and capacity trends across the LTL sector.

The market analysis continues with a SONAR update from Zach Strickland, who breaks down an unexpected mid-October surge in the Outbound Tender Rejection Index, record import volumes fueling West Coast activity, and the latest regional spot rate shifts. Later, Jordan Kidd, Head of Product at Datatruck, shares how unified TMS technology and native AI solutions are democratizing operations for small-to-midsize carriers, enabling them to scale billing, tracking, and fleet management without ballooning overhead costs. Finally, Trains Magazine Editor Bill Stephens closes out the show with a look at the latest Association of American Railroads weekly report, examining strong intermodal growth, surging chemical carloads, and key regulatory updates from the Surface Transportation Board.

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On this update edition of WHAT THE TRUCK?!, hosts Malcolm Harris and Michael Vincent break down the latest supply chain news, major legal cases, and safety updates affecting the freight industry. The hosts kick off the segment discussing a tragic single-vehicle rollover crash on I-84 in Idaho involving a 74-year-old Reno truck driver, sparking a broader debate over whether age caps should exist for commercial truck drivers while referencing FMCSA and NHTSA fatal crash statistics.

The guest lineup begins with Andrey Drotenko, President of Strategic Relations at Verified Carrier, who joins to mark Freight Fraud Awareness Day. Andre breaks down the biggest emerging threats in freight fraud, how fraudsters are increasing their sophistication, and what proactive steps brokers and carriers must take before accepting a load.

Next, Alex Fraser, Vice President at Cox Fleet, examines why equipment quality serves as a core driver experience and retention strategy. Alex reviews new research showing equipment maintenance issues rank as the leading source of driver dissatisfaction ahead of pay, detailing the hidden time costs to drivers and how predictive maintenance can prevent breakdowns before trucks end up stranded on the shoulder.

Closing out the show, Jane Jazrawy, CEO at Carrier's Edge, joins to celebrate 18 years of the Best Fleets program. Jane shares crucial insights into what drivers value most, what top-performing fleets refuse to cut when budgets tighten, and what drivers need to know before nominating their carriers ahead of the October 31st deadline.

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In this episode, we kick things off with a major infrastructure milestone for heavy-duty electric trucking as Pilot Travel Centers and Tesla officially open their first Megacharger site in Georgia. The facility features six charging stalls capable of delivering up to 1.2 megawatts each, with twelve more sites currently under construction across key freight corridors including I-5 and I-10. This strategic rollout arrives as Tesla moves the Semi into high-volume production at its Sparks, Nevada factory, designed to build fifty thousand trucks annually.

Next, we explore the autonomous trucking sector where Houston-based Bot Auto is aggressively driving down costs by selecting Lenovo's AD1 autonomous-driving domain controller built on Nvidia Hyperion. The company expects its full autonomy hardware bill of materials to run just fifty thousand dollars per truck—three to eight times less than competing systems. Bot Auto currently moves about three hundred fifty loads per month across Texas and reported massive two hundred seventy percent revenue growth from May to August.

Finally, we look at the accelerating consolidation across the finished vehicle transportation sector as CCT Auto Trans acquires fellow Canadian car hauler Livingston Vehicle Transportation Services. The deal positions CCT as the only company in Canada delivering open, enclosed, and rail vehicle transport. This acquisition follows other recent blockbuster deals in the car haul space, including Acertus's purchase of Fisher Shipping and Proficient Auto Logistics acquiring Hansen & Adkins for one hundred thirty million dollars.

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Cross-border freight constraints are tightening, diesel prices are swinging wildly, and AI is taking driver safety to the next level! On today’s episode of FreightWaves Today, we break down what shippers, brokers, and carriers need to know to navigate today's volatile supply chain.

IN THIS EPISODE

AI Fleet Safety Upgrades: Netradyne launches customizable AI agents to gamify driver coaching and pull instant live fleet data.

Cross-Border Squeeze: US authorities revoke ~25,000 Mexican driver visas. Combine that with capacity bottlenecks and trade friction, and cross-border constraints could last into 2027!

Tariff & Logistics Strategy: Guest James Edge breaks down how importers can rethink warehouse placement in Canada and US lanes to reduce tax exposure and speed up final-mile delivery.

Diesel Market Volatility: Ultra-low sulfur diesel futures swing by double digits! John Kingston explains why emergency red-dyed diesel policies won't solve the underlying global supply deficit.

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#Freight #SupplyChain #Logistics #CrossBorder #Trucking #DieselPrices #FleetSafety #SONAR

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Join host Thomas Wasson on Loaded and Rolling, live from day one of Trimble Insights 2026! In this episode, Thomas sits down with Trimble's George Lutz (Senior Director of Engineering) and Matt Brinkman (Lead Product Manager) to explore how Trimble is reshaping transport management.

Discover how Trimble TMS delivers a cloud-native, multi-tenant solution with both standard and Build-to-Order (BTO) tiers—tailored to meet the specific operational workflows of modern fleets. They dive into customer-centric engineering, AI-accelerated prototyping, real-world specialized load cases, and what’s next on Trimble's product roadmap.

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