FreightCasts

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.

⁠Follow the FreightWaves Today Podcast⁠

⁠Other FreightWaves Shows⁠
Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

⁠Watch on YouTube⁠

⁠Visit our sponsor - KOONER FLEET MANAGEMENT SOLUTIONS⁠

⁠Subscribe to the WTT newsletter⁠

⁠Apple Podcasts⁠

⁠Spotify⁠

⁠More FreightWaves Podcasts⁠

#WHATTHETRUCK #FreightNews #supplychain
Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

⁠Follow the FreightWaves Today Podcast⁠

⁠Other FreightWaves Shows⁠
Learn more about your ad choices. Visit megaphone.fm/adchoices

What’s driving freight costs higher — fuel, tight capacity, inflation, or all of the above?

On this episode of Freightonomics, 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.

Producer prices are rising, with energy playing a major role. Diesel prices have surged, putting additional pressure on trucking and transportation costs, while elevated tender rejection rates point to a freight market that remains tight. The show also examines consumer credit, historically high credit card rates and what slowing credit growth could signal for consumer health and future freight demand.

The conversation then turns to trade policy and the latest tensions with Canada. Zach and D.J. examine proposed restrictions on Canadian imports, the potential economic impact and why some of the targeted trade flows may have a much smaller effect on overall freight volumes than the headlines suggest.

In the second half, Thomas Wasson joins 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.

The episode also dives into ocean freight rates, fuel costs, congestion and the impact of weather on trans-Pacific shipping. Finally, Zach and Thomas examine changing FMCSA data and what it really tells us about trucking capacity.

The bottom line? Capacity is not meaningfully growing yet, and the industry may be moving toward a smaller, more closely vetted and safer carrier base — but at a higher price.

⁠Follow the Freightonomics Podcast⁠

⁠Other FreightWaves Shows⁠
Learn more about your ad choices. Visit megaphone.fm/adchoices

The freight market is heading into peak season with plenty of uncertainty. On this episode of FreightWaves Today, Malcolm Harris and Zach Strickland break down the latest data shaping trucking, logistics and the broader economy.

First, Eric Lemus of The Fulfillment Lab joins the show to discuss new Commerce Signal data showing operator margin cushions nearly disappearing as shipping costs rise faster than revenue. With parcel costs up sharply and peak-season surcharges approaching, retailers and 3PLs face growing pressure to control transportation spend while managing lean inventories. Lemus also explains why diversifying carrier strategies could deliver significant savings.

Then, Zach dives into the latest SONAR data, including tender rejection rates, tender volumes, spot rates, diesel prices, imports and the potential for tighter capacity as retailers replenish inventory heading into Q4.

Weather is also taking center stage. Ben Hershey of DTN explains how AI-powered weather intelligence and crash-risk forecasting can help fleets anticipate dangerous conditions, improve routing decisions and keep drivers moving safely. The discussion also examines what the developing El Niño pattern could mean for winter weather, freight corridors and mountain passes across the country.

In the second hour, Zach is joined by FreightWaves economist D.J. Donahue to unpack the latest economic releases, consumer credit, transportation inflation, tariffs and the growing influence of AI and data-center construction on the economy and freight demand.

Finally, Thomas Wasson returns to discuss major transportation and international trade issues, including U.S.-Mexico cross-border freight, cabotage enforcement, changing freight flows, maritime rates and the latest FMCSA carrier data. The conversation takes a close look at whether trucking capacity is actually growing — and what recent regulatory changes could mean for the carrier base.

⁠Follow the FreightWaves Today Podcast⁠

⁠Other FreightWaves Shows⁠
Learn more about your ad choices. Visit megaphone.fm/adchoices