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FreightWaves NOW

FreightWaves

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

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6:08

The Daily | November 7, 2025

FreightWaves NOW ·

2025/11/07

The FAA has mandated flight reductions—ramping up toward a 10% cut at 40 of the busiest domestic hubs due to air traffic controller shortages—which severely restricts domestic "belly cargo" capacity for high-value shipments but largely spares all-cargo carriers like FedEx and UPS.The ground market is defined by a financial squeeze hitting 3PLs like RXO, who are struggling as locked-in, lower contractual sales rates are undercut by suddenly spiking buy rates for trucks, evidenced by the National

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2:21

Morning Minute | November 7, 2025

FreightWaves NOW ·

2025/11/07

A federal appeals court has reinstated Yellow Corp.'s $137 million lawsuit against the International Brotherhood of Teamsters, overturning a previous dismissal by a lower court. The former LTL carrier can now amend its complaint against the union, which it claims deliberately blocked the "Yellow One" restructuring plan necessary for the company’s survival. The latest U.S. Bank Freight Payment Index shows a strong reversal in the freight market, with national shipment volumes falling 2.9% while

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6:55

The Daily | November 6, 2025

FreightWaves NOW ·

2025/11/06

We begin with the tragic UPS cargo jet crash near Worldport in Louisville, UPS's critical global hub, which resulted in at least nine confirmed fatalities and exposed the fragility of single-point logistics assets. This immediate physical disruption led UPS to cancel initial express and deferred operations and suspend the money-back guarantee for all US packages, even as the NTSB worked quickly to recover the flight recorders. Following the accident, night sort operations at Worldport partially

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2:14

Morning Minute | November 6, 2025

FreightWaves NOW ·

2025/11/06

The episode opens with the volatile reaction on Wall Street to 3PL RXO's third-quarter earnings, which saw the stock plummet over 14.8% in pre-market trading after the 6:30 a.m. The logistics provider reported performance that was largely stagnant year-over-year, including a decline in adjusted net income to $2 million and a GAAP net loss of 8 cents per share, prompting the CEO to emphasize strategic scale and cost initiatives for future profitability. We also cover the ongoing disruption at UPS

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6:12

The Daily | November 5, 2025

FreightWaves NOW ·

2025/11/05

The October Logistics Managers' Index data, detailed in the article October LMI shows price increases outpacing capacity growth, shows transportation utilization (57.3) and pricing (61.7) surged, reversing the prior negative freight inversion. This tight market prediction is worsened by the immediate air cargo capacity shock stemming from the UPS MD-11 crash on November 5th, a tragedy covered in LATEST: Death toll in UPS cargo jet crash rises to 7. This incident led to seven confirmed fatalities

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2:30

Morning Minute | November 5, 2025

FreightWaves NOW ·

2025/11/05

Details emerge on the devastating UPS MD-11 freighter crash that occurred during takeoff from Louisville, Kentucky, while the widebody cargo jet was bound for Honolulu. The death toll has tragically risen to seven individuals, with 11 injuries reported, leading to the indefinite closure of the Louisville Muhammad Ali International Airport and the halt of package sorting operations at Worldport. The Panama Canal Authority is moving full steam ahead with an $8.5 billion, 10-year modernization plan

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7:20

The Daily | November 4, 2025

FreightWaves NOW ·

2025/11/04

For-hire trucking capacity is contracting significantly due to a 32% reduction in tractor builds (taking equipment below replacement levels) and stricter FMCSA English Language Proficiency enforcement, which could affect up to 10% of the driver pool. Despite shrinking capacity, freight rates are only seeing marginal spot market improvements of 1-2%, failing to keep pace with 3% inflation, due to volume volatility and broader macroeconomic risks. Regulatory friction is also widespread, as a federal

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2:27

Morning Minute | November 4, 2025

FreightWaves NOW ·

2025/11/04

A federal judge issued a preliminary injunction stopping the California Air Resources Board from enforcing the Clean Truck Partnership against truck manufacturers. This block occurred because a state court lawsuit filed by CARB seeking OEM compliance was viewed by the federal court as an attempt to enforce potentially preempted zero emissions standards, particularly since Congress withdrew the EPA waivers that allowed the Advanced Clean Truck rule to go into effect. UPS has completed the

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5:48

The Daily | November 3, 2025

FreightWaves NOW ·

2025/11/03

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1:55

Morning Minute | November 3, 2025

FreightWaves NOW ·

2025/11/03

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4:35

The Daily | October 31, 2025

FreightWaves NOW ·

2025/10/31

The Department of Transportation is escalating its battle against "CDL mills" accused of certifying unqualified drivers, promising to eliminate unsafe operators and investigate fleets that hire them. This heightened regulatory enforcement is already leading to a significant capacity shakeout in the truckload market, which could potentially overshadow Schneider’s tough Q3 earnings report.DOT Secretary Sean Duffy is expanding driver enforcement to shippers who load up rigs, warning that companies

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2:11

Morning Minute | October 31, 2025

FreightWaves NOW ·

2025/10/31

Transportation Secretary Shawn Duffy announced a major new initiative this week, ramping up efforts to crack down on fraudulent CDL mills and unsafe drivers after increased roadside inspections led to over 7,000 service violations. The Department of Transportation is now focusing on the integrity of the certification process and plans to investigate both driver training programs and trucking companies that hire drivers with questionable credentials, holding them accountable for safety

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5:39

The Daily | October 30, 2025

FreightWaves NOW ·

2025/10/30

The Great Freight Recession continues its relentless purge in the carrier sector, claiming Illinois-based VIB Trans, a 29-truck carrier, as the latest casualty to file for Chapter 11 amid deeply depressed spot rates and relentlessly high operating costs. This pain is accelerating due to an 18% drop in freight volumes coupled with immense overcapacity, driven by 310,000 new trucks and 200,000 new CDLs added to the system since 2019. Strategic experts are anticipating the Largest capacity purge in

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2:17

Morning Minute | October 30, 2025

FreightWaves NOW ·

2025/10/30

VIB Trans, an Illinois-based carrier with 29 trucks, has filed for Chapter 11 bankruptcy amidst the long-running "Great Freight Recession" . Brokerage giant C.H. Robinson showed robust profitability for the third quarter, which sent its shares soaring 20% right after the earnings release . The company saw income from operations jump 22.6% and adjusted gross profit for its core North American Surface Transport segment rise 5.6% year-over-year . We examine the tentative agreement reached between UPS

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5:00

The Daily | October 29, 2025

FreightWaves NOW ·

2025/10/29

The freight market is at a "pivotal moment" as shifting industry narratives meet long-overdue regulatory action and the harsh realities of a capacity glut. Hear how the ATA executed a stunning tactical retreat on their decades-long "truck driver shortage" claim, now admitting the problem is a "shortage of quality drivers" rather than quantity. This retreat coincides with federal regulators moving to fix a self-created crisis: the DOT issued an emergency rule restricting non-domiciled CDLs that were

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2:10

Morning Minute | October 29, 2025

FreightWaves NOW ·

2025/10/29

Truckload carrier Pamt Corp. books another loss in Q3, reporting a net loss of $5.6 million for the third quarter, marking its fourth consecutive net loss in a market that continues to hammer the freight industry. The company's consolidated revenue dropped 18% year-over-year, and its truckload unit reported a tough 106.7% operating ratio, exacerbated by its high reliance on the tariff-hampered auto industry. In contrast, Flatbed trends buttress Landstar amid dry van slump, as the company reported

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5:40

The Daily | October 28, 2025

FreightWaves NOW ·

2025/10/28

DAT, a subsidiary of Roper Technologies, is evolving into an automated, AI-powered freight marketplace, a transformation discussed by executives at the FreightWaves F3 and on the Roper earnings call. This strategic shift is predicated on a series of key acquisitions, including the Convoy tech stack, Trucker Tools, and Outgo, which aim to build capabilities across the entire freight automation workflow, promising savings of $100–$200 per load. We dive into the immediate crisis caused by federal

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2:18

Morning Minute | October 28, 2025

FreightWaves NOW ·

2025/10/28

The US and China have reached a framework for a new trade agreement, potentially averting the threatened 100% tariff on Chinese imports, even as the U.S. has raised tariffs on Canada by 10%. Accucold has launched a new dual compressor combination refrigerator and freezer designed specifically for the life science, healthcare, and pharmaceutical sectors. These new models, available in two widths, feature independent temperature control across multiple compartments and include user-focused safety

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5:14

The Daily | October 27, 2025

FreightWaves NOW ·

2025/10/27

Salvage experts successfully concluded operations at Hong Kong International Airport after an AirACT Boeing 747-400 cargo jet skidded off the North Runway and into the sea. The team recovered key components, including the tail section, an engine, landing gear, and the flight data recorder, following the accident that tragically killed the two occupants of a security car struck by the plane. This episode conducts a deep dive into two critical market dynamics: the immediate, costly friction building

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5:26

The Daily | October 17, 2025

FreightWaves NOW ·

2025/10/17

We analyze CSX's recent Q3 earnings, noting that while adjusted operating income fell 8% due partly to a non-cash write-down and export coal decline, the operational story shows significant strength. The railroad is running better than ever, reporting a 1% growth in overall volume fueled by a robust 5% surge in intermodal traffic, alongside key operational improvements like an 8% decrease in terminal dwell time.Global markets continue to see chaos, as trans-Pacific container freight rates plummet

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