FreightCasts

On this episode of WHAT THE TRUCK?!?, host Malcolm Harris breaks down the biggest stories shaping freight as we head toward the end of 2025. Malcolm covers major industry headlines including the pending Union Pacific–Norfolk Southern rail merger, long-term investment at the Port of New York and New Jersey, consolidation in auto transport logistics, and a high-profile cargo theft case that underscores ongoing risk across the supply chain. The show features an in-depth conversation with Valentina Jordan, CEO and co-founder of Nauta, and Rafa Santiago, COO and co-founder, as they unveil Nauta’s AI-powered inventory optimization engine. They explain how SKU-level visibility, harmonized data, and agentic AI workflows are helping shippers reduce stockouts, improve fill rates, and create more predictable freight flows that benefit truckers, 3PLs, and brokers alike. The discussion explores real-world customer wins, faster time to value, and how better inventory planning leads to smoother routes, consistent loads, and stronger revenue across the network. Later in the episode, Malcolm is joined in studio by Virind Gujral, CEO and founder of EV Bots. Virind shares his journey from fleet operations to building autonomous robotic solutions for EV fleet charging. He explains how EV Bots is tackling one of the biggest barriers to electric fleet adoption by eliminating driver downtime, optimizing charging costs, and automating vehicle inspections and maintenance checks. The conversation dives into Chattanooga’s growing innovation ecosystem, pilot deployments, and what the future holds for electric fleets and logistics automation. Watch on YouTube Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

Is your freight being run by the Sinaloa cartel? In this high-voltage second episode of Freight Expectations, Craig Fuller and Matt Leffler explore why cargo theft has exploded into a $30 billion industry - making it a larger “mode” of traffic than the entire U.S. barge market. The hosts go scorched-earth on the “driver shortage” propaganda, explain why local police won’t help you find your stolen TVs, and break down why the CORCA act might be the only thing standing between your load and a criminal syndicate. Plus, find out why Craig is an “enemy of the state” to industry insiders and why Matt is obsessed with the dwarf planet Ceres. It’s unscripted, unfiltered, and potentially the most dangerous hour in freight media. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of FreightWaves Daily, we analyze why the freight market has shifted into panic mode with rejection rates doubling and spot rates climbing significantly. We break down the perfect storm of weather, holiday demand, and regulatory crackdowns that are rapidly removing carrier capacity from the road. We then turn to the escalating constitutional showdown in California, where the state plans to reissue 17,000 non-domiciled CDLs despite federal warnings. The FMCSA has threatened to withhold highway funding or even decertify the state's entire commercial licensing program if officials proceed with the plan. In rail news, Union Pacific and Norfolk Southern have filed a historic application to create America's first transcontinental railroad, uniting western and eastern networks. This massive merger aims to convert interline lanes to single-line service, potentially shifting millions of truckloads off the highway and onto the tracks. The U.S. Postal Service is making a desperate pivot by opening its last-mile network to retailers and logistics companies in a bid to stave off insolvency. This strategy allows shippers to bid on volume and pricing for same-day or next-day delivery using the USPS infrastructure. Facing a 1,500% surge in organized crime, industry leaders are pressuring lawmakers to pass legislation that federalizes the fight against cargo theft. The proposed bill would lower the threshold for federal intervention and create a coordination center to track transnational criminal rings. Finally, we cover Maersk’s recent test transit through the Red Sea and RPM Freight’s strategic acquisition to enter the luxury vehicle transport market. Volatility is baked into the 2026 landscape, so tune in to understand how these shifts impact your supply chain planning. Learn more about your ad choices. Visit megaphone.fm/adchoices

Union Pacific and Norfolk Southern have officially submitted their nearly 7,000-page application to the Surface Transportation Board to create the nation's first Union Pacific and Norfolk Southern file historic rail merger application. If the merger meets regulatory approval, the companies anticipate the deal will be finalized and the new network operational by early 2027. In an effort to restore financial viability, the United States Postal Service is opening its US Postal Services wants retailers to compete for last-mile delivery network to retailers and logistics companies willing to bid for the service. Postmaster General David Steiner's new strategy will begin accepting bids early next year, with service potentially launching in the third quarter of 2026. Meanwhile, DHL Global Forwarding has committed $1.5 million to expand DHL drops $1.5 million to expand cold storage at LAX capabilities near Los Angeles International Airport. This investment targets the growing demand from pharmaceutical and life sciences shippers while strengthening Los Angeles' role as a critical gateway for temperature-sensitive cargo. Stay tuned to FreightWaves TV for new episodes of WHAT THE TRUCK?!?, Freight Expectations, and Running on Ice later this afternoon. Listen now for a concise summary of today’s top logistics stories before heading into the new year. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join FreightWaves for our December State of Freight webinar as we wrap up a volatile year and project the key drivers for the transportation market in 2026. Hosted by Julia Becker, VP of Media Operations, this session features deep-dive analysis from strategic experts Zach Strickland (Head of Freight Market Intelligence) and JP Hampstead (Strategic Analyst). The team explores the surprising "peakiness" of the 2025 holiday season and examines why traditional market cycles are shifting. Using real-time data from the SONAR platform, this webinar breaks down the core metrics every shipper, carrier, and broker needs to understand to navigate the year ahead. Key Discussion Points Tender Rejections & Spot Rates: Why rejection rates surged to 11.9% and the implications of the sharp trajectory in spot market pricing. Inventory Shifts: The transition from "just-in-case" to "just-in-time" inventory strategies and how lean management is increasing freight velocity. Capacity Volatility: An analysis of the continued exit of small and mid-sized carriers and the regulatory pressures—including English language proficiency enforcement—impacting driver availability. Economic Tailwinds & Headwinds: The impact of recent Fed rate cuts, unemployment figures, and the looming review of the USMCA trade agreement on flatbed and dry van demand. The Rise of Short-Haul: A look at the 11% growth in local fulfillment freight and what it reveals about consumer buying patterns. AI in Logistics: Where mid-sized fleets should focus their tech investments, from route optimization to back-office automation. ⁠Follow the Freightonomics Podcast⁠ ⁠Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens if Union Pacific and Norfolk Southern merge into a true transcontinental railroad? On this episode of Bring It Home, JP Hampstead sits down with SONAR’s Mike Baudendistel to unpack why shareholders overwhelmingly support the merger, why some shipper groups are opposed, and the impact it could have on U.S. and North American reindustrialization. ⁠Follow the Bring It Home Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Daily, we explore the historic downturn in the trucking market where compliant carriers are struggling against rates that have fallen well below operating costs. We examine claims that labor arbitrage and CDL fraud are tilting the playing field by allowing non-compliant fleets to undercut the market. We also investigate a potential regulatory ticking time bomb as the administration considers rescheduling marijuana, a move that could inadvertently strip the DOT of its authority to test drivers. With marijuana accounting for nearly 60% of positive drug tests, the industry is urgently pushing for a safety carve-out to prevent liability risks. Global operations are facing their own chaos, illustrated by FedEx struggling to manage pilot accommodations after grounding its MD-11 fleet during peak season. On the ocean side, carriers like Maersk and Hapag-Lloyd are dropping Baltimore from key services, citing the risks associated with the long transit up the Chesapeake Bay. Geopolitical tensions are also rising as a massive sale of global port assets has stalled because China is demanding a controlling interest in Panama Canal facilities. This move highlights the growing struggle for control over critical trade choke points in the global supply chain. Finally, we look at how technology is stepping in to help fleets build resilience, from Nirvana Insurance raising $100M to create an AI-driven operating system for risk management. We also discuss a new partnership between OTR Solutions and SONAR that embeds real-time rate intelligence directly into carrier workflows to help them negotiate with confidence. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of the FreightWaves Morning Minute breaks down how OTR Solutions partners with SONAR to bring data-driven rate intelligence directly to carriers. The integration empowers fleets to benchmark their performance against market conditions and negotiate with greater confidence. In the M&A sector, the podcast highlights that RPM Freight acquires Dealers Choice Auto Transport to expand its finished vehicle logistics capabilities. This strategic move adds white-glove service for luxury vehicles to RPM's network while opening new OEM opportunities for Dealers Choice. Finally, the briefing examines the legislative landscape as trucking, retail pressure lawmakers to pass anti-theft bill amid a surge in sophisticated cargo theft. Industry leaders argue that a unified federal response is essential to tackle the complex, transnational criminal networks targeting the supply chain today. Learn more about your ad choices. Visit megaphone.fm/adchoices

When you’re running a small fleet, a single breakdown can crush your margins and throw your week off track. In this episode of The Long Haul, we sit down with Tyler Robertson, founder and CEO of Diesel Laptops, to talk about why every small carrier needs diagnostic tools in their own hands—not locked behind a shop’s schedule or inflated repair fees. We dig into: What makes Diesel Laptops different from other diagnostic tools How owner-ops and small fleets can cut downtime, negotiate smarter, and stay in control Real-world examples of small carriers using diagnostics to protect their bottom line Why shops and dealers don’t want you to have this tech (but you should anyway) If you’ve ever been stranded with a blinking check engine light and no answers, this is the episode that might just save you thousands. ⁠Follow The Long Haul Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to WHAT THE TRUCK?!?. Host Malcolm Harris returns for a year-end episode packed with critical insights on freight fraud, cargo theft, trucking finance, and what the industry needs to watch heading into 2026. This episode features four powerhouse guests tackling the biggest risks and opportunities facing trucking and logistics today: DZ Patterson, Director of Investigative Services at Travelers, breaks down the realities of modern cargo theft, including strategic theft, GPS spoofing, fake breakdown scams, and how shippers, brokers, and carriers can harden their supply chains through better communication, layered security, and smarter verification. Andrey Chabanov and Trevor Hoffman from Wellspring introduce a high-yield savings platform built specifically for truck drivers and working Americans. Drawing from real-world trucking experience, they explain how drivers can protect their cash from inflation, improve liquidity, and build smarter emergency and business savings without lockups or minimums. Dale Prax, Strategic Fraud Advisor at Truckstop and Founder of FreightValidate, delivers a deep dive into freight fraud, carrier identity verification, FMCSA enforcement, and the real-world scams impacting brokers and owner-operators. He outlines where fraud is headed next, why collaboration and transparency matter, and what practical steps carriers can take today to protect themselves. The episode also covers key industry headlines, including supply chain reform efforts in Washington, ongoing layoffs impacting freight demand, and why cash discipline and operational efficiency remain critical in the current market. If you’re a driver, broker, shipper, or logistics professional, this is a must-watch conversation to close out the year informed and prepared for what’s next. Watch on YouTube Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices