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On this episode of FreightWaves Morning Minute, we delve into the U.S. Department of Transportation's (DOT) new initiatives, including a nationwide audit of non-domiciled CDL holders, significant federal funding for truck parking, and the cancellation of the speed limiter mandate for heavy-duty trucks. These changes aim to prioritize American truck drivers and address long-standing industry concerns, as announced by Transportation Secretary Sean Duffy on FreightWaves' WHAT THE TRUCK?!? show. You can read more about these changes in the article "BREAKING: DOT will crack down on non-domiciled CDL holders - FreightWaves". DHL Express Canada has reinstated all services and resumed full operations after Unifor union workers ratified a new four-year contract. This agreement ends a nearly three-week strike/lockout and includes a 15.75% wage increase over four years, a new payment structure for independent drivers, and enhanced pension programs. Further details are available in the article "DHL Express Canada reinstates service after workers ratify labor deal - FreightWaves". A new report indicates that Mexico is well-positioned to benefit from President Trump’s global tariff war and the ongoing trend of nearshoring. Most goods from Mexico qualify for tariff-free treatment under the USMCA, making it a reliable alternative for companies seeking to reduce exposure to trade friction and long lead times from overseas markets. Learn more in the report "Borderlands Mexico: Winner in global tariff war could be Mexico, report says - FreightWaves". Tune into FreightWaves TV for What the Truck?!? live at noon today, or catch the replay on SiriusXM channel 146. Don't forget to register for the upcoming Enterprise Fleet Summit on July 23rd and the Supply Chain AI Symposium on July 30th in Washington D.C.. Learn more about your ad choices. Visit megaphone.fm/adchoices

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FedEx's strategic Network 2.0 consolidation program, aims to close 30% of its U.S. package distribution facilities within two years. This initiative is already contributing significant savings, with $200 million expected this quarter, and involves integrating legacy Express and Ground networks to achieve greater efficiency and eliminate $2 billion in annual costs.  The broadcast also details Maersk's decision to reopen service at Israel's largest port, Port of Haifa, after a brief suspension due to heightened tensions and missile attacks from Iran. The carrier is closely monitoring the situation, including the navigability of the critical Strait of Hormuz, following reports of a ceasefire.  Additionally, Air Hong Kong, a freighter subsidiary of Cathay Pacific Airways and a DHL Express capacity provider, has completed a seven-year transition from an Airbus A300-600 fleet to an all-A330 freighter fleet. The new A330s are larger and newer than the retired A300-600s, offering 25% more payload and an extended range for new destinations such as Bahrain and Sydney.  Finally, don't miss upcoming FreightWaves events, including a What the Truck?!? episode featuring Transportation Secretary Shawn Duffy, and major summits like the Enterprise Fleet Summit on July 23rd, and the Supply Chain AI Symposium on July 30th in Washington D.C.. Register for these and get your F3 tickets by visiting live.freightwaves.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Saia obtained court approval to purchase three terminals from Yellow's bankruptcy in New York, California, and Florida. These assets, priced at $8.5 million, further Saia's aggressive terminal growth strategy, which has seen 21 new terminals opened in the last year as of their first quarter 2024 earnings call. DHL Express Canada has reached a tentative agreement on a new contract with its striking Unifor Union workers after nearly two weeks of halted operations. Unifor, which represents over 2,100 DHL Express truck and van drivers, warehouse pickers, and other Canadian workers, will not disclose deal details until finalized, with a ratification meeting set for the coming days. Estes Forwarding Worldwide (EFW) was the victim of a cyberattack earlier this week. Despite the attack, the company confirmed there was no significant disruption to its business, and its parent company, Estes Express Lines, which was previously targeted in 2023, was unaffected and provided recovery support. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Federal Motor Carrier Safety Administration is intensifying enforcement of English Language Proficiency (ELP) standards as of June 25, 2025, which could lead to the immediate grounding of truck drivers who do not meet Department of Transportation requirements. This move is expected to shrink the pool of qualified drivers, creating capacity constraints, increasing tender rejections, and driving national truckload rates higher, with the National Truckload Index currently at $2.27 per mile.  In other news, Relay Payments is expanding its services beyond fuel payments into repair and maintenance, announcing partnerships with Southern Tire Mart at Pilot, Boss Truck Shops, and AMBEST Service Centers, collectively offering over 235 locations. This initiative aims to streamline payment processes for carriers and improve workflows for merchants by utilizing digital RelayCodes, allowing fleets to consolidate all over-the-road expenses on a single platform.  Turning our eyes skyward, FedEx has retired a dozen freighter aircraft, including Airbus A300s, MD-11s, and Boeing 757-200s, as part of an effort to streamline its air network and modernize its fleet, taking a $21 million impairment charge. While flying less domestically after its USPS contract ended, FedEx is focusing on efficient widebody freighters and plans further acquisitions of Boeing 777s and ATR 72-600 turboprops to meet strong international parcel demand and boost efficiency.  On the ground in the food sector, a wave of layoffs and closures is hitting major food retailers, distributors, and producers across the U.S., with over 1,500 job cuts announced since early May. Companies affected include United Natural Foods Inc., which is closing a distribution center in Pennsylvania and cutting 716 jobs; Albertsons, which laid off 275 corporate employees and plans to close a grocery store in Portland, Oregon; and Amazon Fresh, which shuttered a grocery location near Seattle with 125 job losses.  In the maritime realm, Federal Maritime Commission Chairman Louis Sola announced he is stepping down as his carryover term expires this month, having served since 2018 as a Trump appointee. Sola played a key role in safeguarding the U.S. maritime industry, bringing greater transparency to port operations, and overseeing a supply chain that moves more than $5 trillion in goods annually, including leading an investigation that resulted in the de-flagging of 140 sanctioned vessels.  The Ports of Indiana are partnering with Louis Dreyfus Company (LDC) to restart operations at the Burns Harbor grain terminal on Lake Michigan, a crucial asset for Midwest grain exports since its opening in 1979. LDC, one of the world's "big four" global agri-commodities companies, plans to begin operating the terminal in early 2026, aiming to boost grain exports and provide vital market access for regional farmers. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of FreightWaves Morning Minute covers the ongoing debate in Congress regarding rail safety technology, with a House subcommittee hearing highlighting the partisan divide over its implementation. Republicans advocate for technological innovation and modernization of regulations, while Democrats emphasize that advancements should not compromise worker safety. Much of the discussion centered on automated track inspection and the extent to which railroads should be allowed to reduce traditional visual inspections.  FedEx has permanently retired 12 freighter aircraft and incurred a $21 million impairment charge in the fourth quarter as part of its effort to streamline its air network and modernize its fleet. The removed aircraft include seven Airbus A300-600s, three MD-11 tri-engine freighters, and two Boeing 757-200s, in addition to 22 Boeing 757 cargo jets decommissioned in the fourth quarter of 2024. FedEx plans to reduce aircraft investment to $1 billion in the current fiscal year and maintain that level for several years.  A recent surge in layoffs impacted the food production, distribution, and retail sectors across the U.S., with over 1,500 job cuts announced since the beginning of May. Notable companies affected include United Natural Foods Inc. (UNFI), which is closing a distribution center and eliminating 716 jobs, and Albertsons, which has laid off 275 corporate employees in Phoenix. Additionally, Amazon Fresh closed a grocery store in Seattle, leading to 125 job cuts. Learn more about your ad choices. Visit megaphone.fm/adchoices

FreightWaves honors the remarkable life and legacy of Fred Smith, the visionary founder who built FedEx into the world’s largest cargo airline. Learn how his hands-on leadership and strategic aircraft acquisitions transformed the company into a global commerce leader, even through ventures that didn't succeed. Erez Agmoni of Interwoven Ventures, who previously led innovation at Maersk, shares insights on how combining AI computer vision with dynamic digital twins allows for significant efficiency improvements, as seen in Maersk’s container unloading, which achieved 82% accuracy in prediction times, and drayage operations, which saved millions by consolidating information for optimization. Geopolitical tensions are disrupting freight flows, as demonstrated by Maersk’s decision to stop Haifa service prior to Iran missile attacks, underscoring the delicate balance shipping giants must maintain for crew safety and operations. This suspension, amid escalating conflict, contributed to increased container rates from Shanghai to European ports, showing broader market uncertainties. For the trucking industry, prepare for a hot, tight July 4th freight market, where spot truckload rates are expected to rise, offering a significant opportunity for carriers to capitalize on higher rates. Freight brokers, however, face the challenge of proactively managing margins against potentially surging spot rates as tender rejection rates climb nationally and in key regional hubs. Fuel prices are also in the spotlight, with the benchmark diesel price now at its highest level in almost a year after a big jump, even as ultra low sulfur diesel (ULSD) futures markets recently plunged. This surge, following initial fears of supply disruptions from Middle East conflicts, means diesel consumers are still feeling the pinch at the pump. Finally, we highlight innovative strides in fleet management as Samsara introduces its 2025 North America Customer Advisory Board, bringing together industry leaders to shape the product roadmap for AI-driven tools. Discover how customers are leveraging Samsara's AI-powered platforms to achieve impressive ROI, including millions saved in maintenance costs and significant reductions in accidents and theft. Learn more about your ad choices. Visit megaphone.fm/adchoices

FedEx's board of directors elected R. Brad Martin as chairman following the passing of founder Fred Smith, and a decision to reduce the board's size to 12 members. The company expressed profound gratitude for Smith's vision and contributions, as Martin, previously vice chairman, now leads the audit and finance committees. Maersk has suspended services to Israel’s busiest port, Haifa, and halted cargo acceptance due to ongoing conflict and safety risks from missile attacks. This decision was made prior to new missile attacks, which occurred despite reports of a potential ceasefire. The National Institutes of Health (NIH) has announced a five-year, $10 million research initiative to study the long-term health effects of the 2023 railroad derailment in East Palestine, Ohio. This marks the first large-scale coordinated federal program to address community health concerns, focusing on public health tracking, chemical exposure impacts, and multi-disciplinary communication. Also, tune into FreightWaves TV for programs like Check Call and Loaded and Rolling, and mark your calendars for upcoming events like the Enterprise Fleet Summit on July 23rd. Don't miss the Supply Chain AI Symposium on July 30th in Washington D.C., where a special ticket offer allows combining it with your F3 ticket for a reduced price. Learn more about your ad choices. Visit megaphone.fm/adchoices

Global tensions as oil prices react to geopolitical events, with Brent crude ticking up after the US strike on Iran's nuclear facilities, though prices later flattened as tankers moved through the Strait of Hormuz. Despite Iran's parliament voting to close the strategic waterway, top leadership approval is required, and US Secretary of State Marco Rubio urged China to discourage such a shutdown given its critical impact on global oil consumption. Spot rates for large crude oil tankers from the Persian Gulf to China have surged dramatically amid heightened Middle East stability concerns, nearly doubling to over $57,000 per day for the largest crude carriers. Despite threats to close the Strait of Hormuz, major container lines like Maersk and CMA CGM continue their sailings, closely monitoring the situation while maintaining operations. In industry news, we pause to honor the passing of Frederick W. Smith, the visionary founder of FedEx, who died at age 80, transforming a college term paper idea into an $87.7 billion global overnight delivery powerhouse. Smith's pioneering concepts, military service, and strategic financial moves, like a high-stakes blackjack win, shaped FedEx into a company whose legacy touches virtually every corner of global logistics. The US truckload market continues to face significant challenges, with carrier revocations, or trucking businesses shutting down, running 16% higher year-over-year through mid-2025, reflecting sustained industry vulnerability. Recent regulatory enforcement, including renewed English language proficiency rules and stricter CDL fraud crackdowns, may be raising entry barriers, while softening demand and rising operating costs further squeeze profitability. Supply chain investments are on the rise in Mexico to support growing trade with the US, its largest trading partner. This includes Evans Transportation opening a new office in Laredo, DP World launching a freight forwarding hub in Mexico City, Geodis Logistics opening a new office in Guadalajara, We Store Frozen building a cold storage facility in Laredo, and Japanese firms Tokai Kogyo and Benchmark Electronics expanding their manufacturing footprints. FreightWaves is proud to spotlight the dawn of a new era with the AI Excellence in Supply Chain Award, recognizing game-changing use of artificial intelligence in logistics. The Supply Chain AI Symposium in Washington, D.C., happening this July, will crown industry leaders harnessing AI, machine learning, and large language models to drive smarter, more resilient, and sustainable supply chains. Learn more about your ad choices. Visit megaphone.fm/adchoices