FreightCasts

In this episode of The Daily, we unpack a confusing market signal where domestic trucking capacity is tightening due to carrier attrition despite soft demand. Meanwhile, oversupply in the ocean freight market is causing carriers to lose pricing power as vessels return to the Suez Canal. We also explore how upcoming 2026 customs reforms in Mexico aim to crack down on duty evasion but will drastically increase liability for customs brokers. These changes represent a significant shift in trade governance that could reshape cross-border manufacturing compliance. New analysis of FMCSA data reveals a shocking safety gap, showing that midsize trucking fleets have significantly higher crash rates per driver than their larger competitors. This discovery raises critical questions about how shippers should approach carrier vetting to mitigate outsized risk profiles. In executive news, industry titan Brad Jacobs steps down from XPO and GXO to focus his energy on building his new venture, QXO. Additionally, Ryder System announces a leadership transition as CEO Robert Sanchez prepares to retire after doubling the company's revenue during his tenure. Finally, we discuss how Orderful’s new AI-powered platform, Mosaic, aims to eliminate the decades-old headache of manual EDI mapping. This innovation promises to cut integration times from months to weeks for global supply chains. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we discuss how the House approval of digital financial disclosures would impact USPS mail by eliminating the requirement for hardcopy delivery of investor documents. This legislation could further reduce mail volume and revenue for the financially struggling Postal Service, which recently reported a $2.8 billion operating loss. Next, we cover the news that Maersk tabs new CFO, North American chief in global leadership shakeup as the shipping giant attempts to regain ground after losing its top global ranking. Robert Erni joins as the new Chief Financial Officer alongside other regional leadership changes intended to address an evolving market and increased competition. Finally, we look at the data showing Mexico’s heavy-truck exports plunges 22% as light-vehicle demand also dips amid ongoing trade uncertainties and local disruptions. Industry leaders point to U.S. tariffs and road blockades as key factors driving significant declines in production and exports across the automotive sector. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to Freight Expectations! In this explosive premiere, Craig Fuller and Matt Leffler pull no punches as they dive into the dark reality of the trucking industry. Find out why Craig believes he “totally screwed up” on a massive news story , how self-certified ELDs are fueling a safety crisis , and why the industry is stuck in a “hellscape” of fraud and cargo theft. The hosts reveal the shocking truth behind the so-called “driver shortage” and argue that the only way forward is through massive government enforcement and regulation. Prepare for the unvarnished truth about the supply chain “we deserve”. Learn more about your ad choices. Visit megaphone.fm/adchoices

The freight market has seen unprecedented changes in the last year, Davis Spencer, vice president of market intelligence at Arrive Logistics joins FreightWaves’ Mary O’Connell to break down some of the biggest trends in 2025 and what key indicators to look for in 2026 that could indicate a market change. Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Caney, Chief Commercial Officer at Highway, talks to JP Hampstead, strategic analyst at FreightWaves, about the nature of freight fraud in 2025, the technological, policy, and market responses to the fraud, and the second-order impacts to the freight market these responses are having. Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the FreightWaves Morning Minute, we break down PACCAR’s strategic push into zero-emission vehicles with new medium-duty models from Peterbilt and Kenworth. The parent company is doubling down on scalability by building out the necessary charging infrastructure to support these electric fleets. Next, we discuss a historic labor victory as Teamsters locals in Northern California and Nevada secure a groundbreaking regional deal with Sysco. This four-year contract establishes a new industry standard with a 34% wage increase and strong protections against automation. Finally, we look at the monumental filing by Union Pacific and Norfolk Southern to create the nation's first freight-only transcontinental railroad. This move initiates a critical review period that serves as the first real test of the Surface Transportation Board’s tougher consolidation rules. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this fireside chat, Todd Waldron, Vice President of Carrier Experience at Truckstop, joins us to dive into the impacts of the Thanksgiving holiday on capacity and rates, how seasonal demand met seasonal truckload capacity changes, what's ahead for the next year, and a recap of Truckstop's recent moves like buying Denim and how their technology is evolving to meet carrier needs in this changing market. Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

FreightWaves’ Noi Mahoney and Troy Ryley, president of Echo Mexico, discuss how U.S.-Mexico trade stands to gain significantly from the global shift toward regionalized supply chains. Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

The LTL freight market has seen significant changes over the past few years. With the final dissolution of Yellow, new classifications from the NMFTA, all the way to increasing accessorials, President of Shipolify, North Winship breaks down the LTL market changes with FreightWaves’ Mary O’Connell. Keep up with Live FreightWaves Events Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Zac Rogers comes on to discuss the supply chain themes that moved the market in 2025 and the ones that will carry into 2026. ⁠Follow the Freightonomics Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices