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This episode explores the high-stakes balancing act logistics companies face as they navigate internal optimization against a backdrop of external chaos. We begin by analyzing the sharp drop in benchmark diesel prices as domestic refineries ramp up production, though experts warn of a potential oil super glut by 2026. In the cold chain sector, Lineage is combatting excess capacity by rolling out its LinOS system to generate $110 million in efficiency gains through automation. Meanwhile, the automotive logistics space sees strategic consolidation as RPM acquires PARS to create a comprehensive vehicle lifecycle platform that includes driveaway and titling services. Technological advancements continue as Daimler Truck and Torc Robotics integrate short-range LiDAR to bring autonomous freightliners to the North American market. However, carriers must remain vigilant on compliance, as the FMCSA has revoked 62% more ELDs this year, threatening immediate shutdowns for fleets using banned devices. Corporate governance takes center stage with the affirmed 20-year sentence for Slync.io's founder, serving as a stark reminder of the importance of fiduciary trust in freight tech. Finally, we examine the supply chain risks emerging from threatened tariffs on Mexico tied to a dispute over water deliveries that is already impacting Texas agriculture. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Daily, we break down the severe supply chain disruptions occurring as blockades choke Mexico’s border trade as farmers and truckers escalate unrest, stranding thousands of truckloads and causing billions in unrealized exports. We also analyze the market outlook as Morgan Stanley sees a supply-side 'spark' for trucking in 2026, predicting that regulatory crackdowns on drivers will significantly tighten capacity and raise rate floors. The conversation turns to safety and compliance, highlighting commentary that the trucking industry needs better crash data to fix critical flaws in how carriers are vetted for liability. Simultaneously, regulators are embracing new technology, as Feds OK automation and say railroads can make fewer visual track safety checks, a move intended to increase efficiency despite union concerns about risk. On the innovation front, we discuss a milestone deployment as the sand must flow: Aurora's driverless fleet hits Permian roads to autonomously haul frac sand for more than 20 hours a day. We close with a look at the intellectual property war in logistics software, where o9 Solutions accuses SAP of trade secret theft in a high-stakes supply chain software dispute, alleging former executives stole thousands of files to boost a competitor’s AI capabilities. Learn more about your ad choices. Visit megaphone.fm/adchoices

A massive capacity glut is forcing established fleets like James R. Smith Trucking to close their doors. We also look at the sudden collapse of two Minnesota carriers, MinStar Transport and Transport Design Inc., which left 200 drivers out of work overnight. As legitimate capacity folds, the industry is becoming a regulatory "hellscape" where loopholes allow minimally trained drivers to replace compliant operators. We discuss how these unchecked market dynamics have contributed to a 40% rise in fatal truck crashes and a surge in cargo theft. State authorities are stepping up enforcement, with Mississippi referring illegal truckers to ICE after identifying drivers violating English proficiency and license standards. This segment highlights the growing push to close federal loopholes that have allowed non-domiciled CDL abuse to flourish. In the financial sector, we analyze the widening performance gap as RXO receives a negative outlook from S&P Global while competitor C.H. Robinson sees its credit rating upgraded. The discussion breaks down the sharp contrast in debt ratios and stock market performance between these two brokerage giants. We also report on the sentencing of an Ohio trucking operator to 30 months in prison for a decades-long tax evasion scheme involving shadow companies. Finally, help celebrate the industry's unsung heroes by casting your vote for America’s favorite freight town in our latest contest. Learn more about your ad choices. Visit megaphone.fm/adchoices

On today’s FreightWaves Morning Minute, we report on the sudden closure of two Minnesota carriers that has left approximately 200 drivers out of work. MinStar Transport and Transport Design, Inc., both operating under True North Equity Partners, announced they were ceasing operations over the weekend. We also discuss a crackdown on the southern border where Mississippi is sending illegal truckers to ICE after identifying 85 unauthorized drivers in three months. Senator Cindy Hyde-Smith is advocating for stricter federal legislation regarding non-domiciled CDLs and English language proficiency to address these safety concerns. In legal news, an Ohio trucking company operator has been sentenced to 30 months in prison for a long-running tax evasion scheme involving Defense Department contracts. Alice Martin must pay nearly $2 million in restitution after pleading guilty to charges related to her company, Martin Logistics. Finally, tune in to FreightWaves TV at noon for a new episode of WHAT THE TRUCK?!? featuring Malcolm Harris. You can catch the live broadcast or listen to the replay on SiriusXM channel 146. Learn more about your ad choices. Visit megaphone.fm/adchoices

A federal appeals court has granted a request to hold the lawsuit regarding non-domiciled CDL restrictions in abeyance while the agency reviews public comments. This decision temporarily halts the interim final rule, meaning the FMCSA gets time-out on CDL crackdown and nearly 200,000 trucking jobs remain protected under previous standards for now. Beyond the courtroom, industry experts argue that a focused English-language crackdown exposes how cheap labor and CDL fraud are remaking trucking by revealing a "new ecosystem" of transient foreign drivers. Grace Maher of OTR Solutions explains that drivers from Eastern Europe and Asia are suppressing freight rates by entering the market temporarily to undercut prices before returning home. In infrastructure news, the Indiana port expands barge steel capacity at Jeffersonville by 40% to accommodate consistent double-digit growth and strong demand. Indiana River & Rail Terminals has leased a fourth building, raising their total storage capacity to 350,000 square feet to better serve multimodal customers. Finally, stay tuned for a new episode of WHAT THE TRUCK?!? airing live at noon on FreightWaves TV with Malcolm Harris. If you miss the live broadcast, you can catch the replay on the FreightWaves YouTube channel. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we investigate a safety crisis on American highways as industry leaders expose a loophole allowing thousands of fraudulent training providers to operate. We also analyze a pivotal legal battle reaching the U.S. Supreme Court that could redefine whether freight brokers are liable for negligent hiring. Major U.S. ports are raising alarms that a proposed consolidation of rail carriers could severely reduce competition and threaten infrastructure investments. Simultaneously, agricultural leaders are urging for policy changes to overcome tariffs and regulatory "self-inflicted wounds" hindering trade. Market data reveals a tightening environment where retailers are facing a sudden spike in transportation costs despite stalled capacity. These economic pressures are mirrored in the financial sector, where rising credit losses for major lenders point to a deepening struggle for carriers. Learn more about your ad choices. Visit megaphone.fm/adchoices

New research from ATRI indicates that pre-crash negligence, such as substance abuse allegations, is driving a massive increase in jury awards against trucking companies. This analysis suggests that organizational failures now carry financial multipliers that far exceed those associated with crash severity alone. In payment news, Relay Payments has secured a deal with Travel Centers of America, completing its coverage of the "big three" travel center providers alongside Love's and Pilot. This expansion allows the digital payment platform to service fleets of all sizes with a network that now encompasses roughly 90% of the high-flow diesel market. Finally, SpeedX has opened a new e-commerce superhub in Chicago capable of processing 500,000 shipments daily as part of its rapid U.S. expansion. This strategic move highlights how independent parcel carriers are building nationwide networks to compete directly with FedEx and UPS for last-mile dominance. Later today on FreightWaves TV, tune in to The Long Haul for a conversation with Danielle Spanelli regarding rail theft and compliance. You can catch the episode at 10 a.m. or watch it on the FreightWaves YouTube channel. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of FreightWaves Daily unpacks a massive safety crisis involving fraudulent CDL schools, where a regulatory loophole has allowed unqualified drivers to self-certify without state oversight. New enforcement measures are projected to remove nearly 200,000 drivers from the road, creating a high-stakes trade-off between highway safety and available capacity. State officials and industry leaders are warning that this rapid reduction in the driver pool could severely disrupt supply lines and increase operational costs. We examine the tension between these necessary safety crackdowns and the potential for a severe economic shock. Shifting to market signals, the latest data reveals that transportation capacity has stalled while pricing continues to surge for downstream retailers. In a historic shift, warehousing utilization contracted for the first time in nine years as long-standing inventory backlogs finally clear. On the rails, a major proposed merger between Union Pacific and Norfolk Southern threatens to reduce the sector’s competition from four major players down to just two. East Coast ports are raising alarms that a seamless transcontinental route could undermine their infrastructure investments by favoring West Coast dominance. Finally, we discuss the infrastructure challenges facing pure electric trucks following the removal of federal EV tax credits. The conversation highlights hybrid engineering, such as the onboard generators used by Edison Motors, as a practical bridge to overcome range anxiety. Learn more about your ad choices. Visit megaphone.fm/adchoices

Union Pacific has delayed their rail merger filing for its proposed combination with Norfolk Southern until mid-December. The 4,000-page application faces significant opposition from other Class I railroads and shippers concerned about the effects of consolidation. In automotive news, Michigan-based Bollinger Motors shuts down amid financial woes after missing payroll for at least two periods. The EV truck maker has ceased operations, leaving the future of its parent company, Bollinger Innovations, uncertain as it executes a cost-reduction plan. Finally, Amazon tests 30-minute delivery in two US cities using urban micro-fulfillment centers to speed up orders for groceries and household essentials. This pilot program in Seattle and Philadelphia employs Amazon Flex workers to deliver goods rapidly, with fees varying based on Prime membership status. Learn more about your ad choices. Visit megaphone.fm/adchoices

10 Roads Express will shut down operations and end its USPS contracts. This wind-down represents the largest trucking failure since Yellow, removing thousands of trucks from the road following severe revenue losses. We also examine the stark divergence in global shipping, where Asia-US container rates fell 32% in a single week due to overcapacity. Conversely, Asia-Europe rates have surged effectively by 40% as carriers navigate complex security issues in the Red Sea. On the regulatory front, the DOT is cracking down on safety standards by kicking 3,000 truck driver trainers off its registry for failing to meet new federal requirements. Additionally, the FMCSA has introduced a new ELD approval overhaul to combat the "ghost driver" fraud that contributed to fatal crashes. Finally, we discuss the confusion surrounding commercial licensing after a federal court intervened in the legal battle regarding non-domiciled CDLs. While the court stayed the FMCSA's emergency rule, uncertainty remains as many states are reluctant to issue credentials to the 200,000 affected drivers. Learn more about your ad choices. Visit megaphone.fm/adchoices