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FreightWaves NOW

FreightWaves

Join the FreightWaves cast and crew every weekday morning at 9 am EST

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All Episodes

2:02

Morning Minute | October 17, 2025

FreightWaves NOW ·

2025/10/17

The proposed transcontinental railroad merger between Union Pacific and Norfolk Southern heads toward a shareholder vote on November 14th, as both companies' boards urge investors to approve the historic transaction. Simultaneously, the shipping industry is navigating major disruptions as Ocean freight rates plummet amid China chaos, causing container rates on key transpacific routes to hit two-year lows due to tariffs and declining demand. We also detail the new legislation introduced in the

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5:36

The Daily | October 16, 2025

FreightWaves NOW ·

2025/10/16

This daily market update dives into the relentless push for efficiency and adaptation across the supply chain, beginning with J.B. Hunt’s third-quarter earnings beat. The multimodal giant saw an 18% jump in earnings per share (EPS), driven not by demand, but by surgical cost control that included stripping out $20 million in costs in Q3 as part of an efficiency program aiming for annual savings greater than $100 million. We connect this corporate efficiency focus to the road, examining the

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2:19

Morning Minute | October 16, 2025

FreightWaves NOW ·

2025/10/16

The Department of Transportation has announced it is withholding over $40 million in Motor Carrier Safety Assistance Program grants from California. This funding cut is a consequence of the state failing to place truck drivers who do not meet the Trump administration’s English Language Proficiency requirements out of service. J.B. Hunt Transport Services saw an 18% year-over-year increase in earnings per share to $1.76 for the third quarter, a result that strongly exceeded analyst expectations. The

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11:25

The Daily | October 15, 2025

FreightWaves NOW ·

2025/10/15

This episode dives into the "extreme contradiction" defining the logistics market, analyzing the profound divergence between financial disaster hitting small trucking firms and surprising pricing resilience in key segments. The U.S. trucking sector is flashing bright red distress signals, marked by an elevated rate of Chapter 11 filings in transportation in October's first 2 weeks, which is accelerating the necessary capacity contraction cycle. We unpack the major paradox between the Truckload and

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2:33

Morning Minute | October 15, 2025

FreightWaves NOW ·

2025/10/15

Less-Than-Truckload pricing power continues to dominate the market, drawing on insights from the latest quarterly report by AFS Logistics and TD Cowen. LTL rates are expected to remain elevated through year-end, following a third-quarter rate-per-pound index that set a record, standing 65.1% above its 2018 baseline. The episode also reviews the higher-than-average rate of transport bankruptcy filings seen in the first half of October. Filings included five companies, ranging from small carriers

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5:09

The Daily | October 14, 2025

FreightWaves NOW ·

2025/10/14

We begin with the domestic "Compliance Crunch," a sudden and significant contraction in US trucking capacity driven by intensified immigration enforcement actions causing non-citizen drivers to exit the market, independent of demand. This rapid capacity disappearance resulted in a noticeable -6.7% decrease in unique US DOT numbers between September and October 2025, leading to intense regional volatility where spot rates in places like Gary, Indiana, skyrocketed up to 42%. The squeeze gets tighter

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2:17

Morning Minute | October 14, 2025

FreightWaves NOW ·

2025/10/14

U.S. rail traffic increased for a second consecutive week for the period ending Oct. 4, 2025, with overall volume up 3.6%. North American rail volume also saw gains, rising 4.7% for the week, notably boosted by substantial weekly growth in Mexican rail traffic, which saw intermodal units jump 82.9%. Trade volatility means tariffs are serving as the "Tariffs are the wake-up call supply chains needed” for innovation, compelling savvy leaders to utilize AI to transform resource-intensive procurement

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5:44

The Daily | October 13, 2025

FreightWaves NOW ·

2025/10/13

Maritime trade disputes have escalated with the US and China implementing reciprocal tonnage fees effective October 14th, while the U.S. is aggressively targeting Chinese-made container cranes and intermodal chassis with staggering tariffs up to 270%. The instability is creeping into vital cross-border operations, specifically the US-Mexico e-commerce corridor, following Mexico's mid-August move to raise duties on Chinese imports to 33.5% and roll out stricter data reporting rules. This mix of

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2:13

Morning Minute | October 13, 2025

FreightWaves NOW ·

2025/10/13

The U.S. Trade Representative has announced new tariffs on Chinese-made container cranes set to go into effect on November 9th, in response to China’s use of unfair trade practices in shipping and shipbuilding. These levies, which include 100% tariffs on ship-to-shore container cranes, could stack with existing duties, bringing the total assessed tariffs on some Chinese exports to between 125% and 270%. Canadian mail carriers, represented by the Canadian Union of Postal Workers, have switched from

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4:52

The Daily | October 10, 2025

FreightWaves NOW ·

2025/10/10

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1:53

Morning Minute | October 10, 2025

FreightWaves NOW ·

2025/10/10

The trucking industry faces a major disruption as PE-backed flatbed operator Montgomery Transport LLC abruptly filed for Chapter 7 bankruptcy and ceased operations immediately. This sudden shutdown put approximately 1,000 employees out of work, including 600 truck drivers, highlighting the fragility of transportation companies in today’s economy.Global trade flows are shifting as U.S. maritime gateways saw container imports drop 8.4% in September, with imports from China specifically falling 22.9%

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6:12

The Daily | October 9, 2025

FreightWaves NOW ·

2025/10/09

Enforcement activities by ICE, targeting non-domiciled CDL holders in southern states, have triggered a capacity shock, rerouting trucks to the Midwest and East Coast and causing regional spot rates to spike despite overall soft national freight volume. Globally, the macro picture confirms a rapid cooling, with new data projecting that US import container volumes will fall below the 2 million TEU mark for the remainder of 2025 due to weakening consumer spending and early peak season frontloading

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2:00

Morning Minute | October 9, 2025

FreightWaves NOW ·

2025/10/09

Ocean container rates on the eastbound Trans-Pacific are falling by double digits in a surprise move from China carriers ahead of new US port fees. The ship tax, which begins next week, charges China-owned or operated ships $80 per net tonnage for each voyage to the U.S. and could cost major players like Cosco and OOCL as much as $2.1 billion in 2026. Autonomous trucking company Kodiak AI just debuted on the NASDAQ after successfully combining with Ares Acquisition Corporation II, resulting in a

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5:11

The Daily | October 8, 2025

FreightWaves NOW ·

2025/10/08

Dry van rates are surging nationwide, despite weak trucking volumes and low tender rejections, an inversion that points to hard supply contraction driven by behavioral reactions to immigration enforcement efforts. We also analyze the broader, longer-term metrics from the Logistics Managers’ Index, which recorded a September reading of 57.4, marking the seventh consecutive month the index has remained below its all-time average. This confirms slow, steady growth rather than a roaring expansion, and

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1:55

Morning Minute | October 8, 2025

FreightWaves NOW ·

2025/10/08

The Suez Canal anticipates a recovery following potential Middle East resolutions, with the waterway’s chief indicating that plans to end the conflict in Gaza should pave the way for a substantial return of global shipping traffic in 2025. Attention turns to domestic freight as the Association of American Railroads (AAR) releases its latest analysis. September rail volumes reflect the uneven pace of the US economy, prompting a guarded assessment for consistent tailwinds in rail movement.. Finally,

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5:23

The Daily | October 7, 2025

FreightWaves NOW ·

2025/10/07

Several critical developments are pointing toward a rising cost of uncertainty across the logistics landscape. Analysts are trimming expectations for the back half of the year, with Morgan Stanley significantly cutting earnings per share estimates for most truckload and less-than-truckload carriers due to high shipper uncertainty and continuing industrial contraction.. A major regulatory shift occurred when the U.S. Court of Appeals overturned a key Federal Maritime Commission rule regarding

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2:33

Morning Minute | October 7, 2025

FreightWaves NOW ·

2025/10/07

President Donald Trump’s expansion of tariffs, which includes a new 25% duty on imported medium and heavy-duty trucks is set to begin November 1st. This decision follows a federal probe under Section 232 of the Trade Expansion Act and is aimed at protecting U.S. manufacturers like Peterbilt and Kenworth. The broadcast also covers the escalating labor situation at Canada Post, which has presented a scaled-back offer to 50,000 striking mail carriers that increases the likelihood of job cuts. The

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5:16

The Daily | October 6, 2025

FreightWaves NOW ·

2025/10/06

The U.S. Department of Transportation issued an emergency order on September 26th mandating that states immediately stop issuing or renewing non-domiciled commercial learner’s permits and CDLs, targeting licenses often held long after their legal authorization to be in the U.S. had expired. This crackdown follows a nationwide Federal Motor Carrier Safety Administration audit that linked at least five fatal crashes this year to improperly issued licenses. Industry analysis predicts a significant

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6:24

The Daily | October 3, 2025

FreightWaves NOW ·

2025/10/03

The core issue involves whether the safety exception of the Federal Aviation Administration Authorization Act (F4A) shields brokers, like C.H. Robinson, from negligent hiring claims, a question that has caused conflicting decisions across federal circuits. Brokers view this as fundamental to their business model and urgently need the Supreme Court to provide clarity on where the lines are drawn for their legal protection.Turning to infrastructure, the Port of Los Angeles, the busiest U.S. import

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2:24

Morning Minute | October 3, 2025

FreightWaves NOW ·

2025/10/03

The Port of Los Angeles, which handled 10.3 million TEUs in 2024 and forms the busiest U.S. container gateway with Long Beach, plans to build a brand new terminal to accommodate the world's largest container ships. The new Pier 500 project will comprise two berths and 3,000 feet of wharf on 200 acres of land along the Pier 400 channel, with LA currently seeking proposals for a pre-development agreement regarding financial feasibility and other requirements. In legal news, former Surface

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