FreightCasts

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 must ensure truck drivers meet federal English language proficiency rules or face substantial penalties. This focus on language compliance follows the sidelining of more than 7,000 truckers reportedly for English proficiency violations due to a revived out-of-service criterion this year. Meanwhile, UPS announced that 2,000 drivers left UPS after taking buyouts in the third quarter, part of a major streamlining campaign that has eliminated 48,000 jobs over the past 18 months. Across the industry, TFI International reported mixed signs of a turnaround at TFI’s U.S. LTL operations, showing flat year-over-year operating ratios and decreased operating income across all major segments. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 standards. LTL carrier XPO continues to defy the soft market cycle, reporting significant margin improvement in its LTL segment during the third quarter. The company achieved an 82.7% operating ratio for the quarter by leveraging a variety of pricing levers and implementing AI optimization initiatives. Parcel analyst Satish Jindel estimates that approximately 2,000 unionized delivery drivers accepted a voluntary separation package offered by UPS during the third quarter. These buyouts, which cost the company $175 million and offered severance packages of $1,800 per year of service, were part of a major streamlining campaign intended to align capacity with lower volumes. Learn more about your ad choices. Visit megaphone.fm/adchoices

SONAR's Director of Freight Market Intelligence Zach Strickland sits down in studio with JP to discuss macroeconomic data around the American manufacturing economy, industrial production, and employment. Learn more about your ad choices. Visit megaphone.fm/adchoices

Zach Strickland of Freightonomics sits down with two expert guests: Henry Byers, Director of Pricing at KCH Transportation, and Jared Flinn, Co-Founder and Operating Partner at BulkLoads, to dissect the diverging paths of the freight market and the red-hot bulk market.The conversation covers critical dynamics impacting the industry, including: Dry Van/Reefer Volatility: Henry Byers discusses the choppy, frothy conditions and upward pressure on spot rates in the domestic truckload market, pointing to unexpected pockets like Indianapolis ripping and volatility in long-haul segments like Ontario, California to Chicago. The Booming Bulk Market: Jared Flinn notes that the bulk market, particularly in agriculture, is experiencing all-time highs and operating completely opposite to the dry van/reefer sector. He shares that the bulk market is insulated, more regional, and a "great place to live right now" for carriers. Trade War Impact: The experts explore how the trade war, including the lack of China buying US soybeans, has affected both domestic supply chains and the containerized freight epicenter of Southern California. 2026 Outlook & Hot Takes: The guests wrap up with their predictions for the coming year, with a bullish outlook for the bulk market and a forecast for continued volatility and upward rate pressure in the truckload sector. Don't miss this deep dive into the current freight environment and what to watch out for in 2026! Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

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 history coming⁠ as new regulations tighten enforcement around non-domiciled CDLs and ELP requirements. This regulatory squeeze could eliminate up to 600,000 active drivers from the system, potentially leading to sharp volatility spikes and market rationalization that ultimately benefits surviving carriers with higher pay and increased freight rates. While carriers fight for survival, the brokerage world is thriving, ⁠C.H. Robinson again is strong, and Wall Street throws roses⁠ after the company posted extremely strong third-quarter performance, including a 22.6% increase in income from operations. C.H. Robinson’s core North American Surface Transport segment successfully grew combined truckload and LTL volume by 3%, demonstrating significant market share growth against a declining industry benchmark. In strategic updates, ⁠UPS is reversing its costly insourcing strategy for low-budget shipments⁠, tentatively agreeing to UPS, Postal Service to reunite for delivery of low-budget shipments via the USPS last-mile network. This reversal acknowledges that UPS's internal cost structure struggled to compete, especially after Ground Saver volume plummeted nearly 33% year-over-year. Internationally, the U.S. and China suspended ⁠punitive reciprocal fees on docking ships for one year amid trade talks⁠, which were originally imposed to revive U.S. shipbuilding. Plus, we cover immediate executive changes at CSX as CEO Steve Angel switches up leadership, ⁠naming Kevin Boone CFO and promoting Mary Clare Kenny to Chief Commercial Officer⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

The push for fleet electrification is running into a massive roadblock: the grid. Thomas Wasson is joined by Tyler Phillipi, CEO of Optigrid, to discuss the immense challenges of infrastructure, grid strain, and the costly delays facing fleets trying to go electric. Tyler dives into the technology behind their new all-in-one charging solution, the Orange Juicer, a battery-integrated DC fast charger that avoids massive construction projects and long waits for utility upgrades. They explore how this "best in a box" approach is helping fleets get the juice they need, stay online, and make the transition to electric a reality. ⁠Follow the Truck Tech Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this follow-up episode of The Long Haul, Adam sits back down with Tyler Harden of TTN Fleet Solutions to dig deeper into one of the toughest realities in trucking — what happens when your truck breaks down and the clock’s ticking against you. Adam also talks to Natasha Sanders, Senior Business Coach for the Amazon Freight Partner Program. They unpack how Amazon is building opportunities for entrepreneurs and CDL drivers alike — from launching small trucking companies under the AFP umbrella to offering stable, local driving careers with consistent pay and benefits.We’ll talk about what AFP really is, how it works, and what it means for drivers looking for balance, consistency, and a long-term career inside the Amazon network. This one’s not about hype — it’s about clarity. If you’ve ever seen those blue trucks on the highway and wondered how to be part of that movement, this episode breaks it all down. ⁠Follow The Long Haul Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

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 and the U.S. Postal Service to resume last-mile parcel delivery for UPS’s low-cost Ground Saver shipping service . This strategic move is part of a multi-pronged effort at UPS to reduce costs, patching up a relationship that had previously dissolved in 2024 over rate hikes on the final mile component . Stick around for more content later today, including a new episode of The Long Haul featuring Tyler Harden of TTN Solutions and Natasha Sanders of Amazon Freight Partner. Plus, listen to Freightonomics, where Henry Byers and Jared Flinn join the conversation to discuss what's currently happening in the freight market. Learn more about your ad choices. Visit megaphone.fm/adchoices

Host Malcolm Harris kicks off this midweek edition of WHAT THE TRUCK?!? with headlines shaking up the logistics and freight world. From Craig Fuller’s fiery critique of the ATA’s backpedal on the “driver shortage” narrative to breaking news of an Amtrak–truck collision in San Antonio, Malcolm dives deep into the week’s hottest topics. He then welcomes Clayton Griffin, President of OTR Solutions, to discuss how broker-carrier relationships, payment terms, and trust shape long-term stability and growth in the trucking industry. Clayton shares new data showing OTR’s carriers are 20% more likely to survive beyond their first year, and breaks down how transparency and tech-driven vetting can protect freight operations. Next up is Simon Steadman from Supermove, who spotlights innovation in the moving industry with the upcoming F50 Leadership Summit—a forum bringing top executives together to discuss AI, automation, and digital transformation. Simon explores how traditional operators can embrace modern tools without losing their human touch. ⁠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

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 improperly granted to at least 200,000 non-U.S. residents since March 2019. This massive influx of drivers fueled the "Great Freight Recession," yet real inflation-adjusted truck driver wages have only increased minimally since 2010. We examine the brutal financial impact of overcapacity, including Pamt Corp.’s fourth consecutive quarterly net loss and its unsustainable 106.7% adjusted operating ratio for its truckload unit. Conversely, Landstar System's mixed results showed strong flatbed trends and the first sequential increase in its exclusive carrier base since 2022, potentially signaling a slow market turn as regulatory changes threaten to remove 200,000 owner-operators from the pool. Learn more about your ad choices. Visit megaphone.fm/adchoices