In this episode of Loaded and Rolling, host Thomas Wasson sits down with the team from Dreyev to discuss how their technology distinguishes itself in a saturated market of driver safety solutions. Thomas is joined by Maggie Stys (CEO & Co-Founder), Roberto Sicconi (CTO & Co-Founder), and Peter Smelzer (Fleet Risk Advisor) to explore how their platform detects and addresses distractions and drowsiness without relying on complex hardware installations. Topics covered in this episode include: Dreyev’s Differentiator: What makes this tech different from the flood of "driver monitoring" solutions currently available. Meet Walter: An introduction to "Walter," the platform's AI companion. A Supportive Skeptic: Peter Smelzer joins the conversation to translate technical features into real-world implications for carriers and drivers. Co-Driver Expertise: How the platform utilizes co-driver expertise to enhance driver safety. Guests: Maggie Stys: CEO and Co-Founder, Dreyev Roberto Sicconi: CTO and Co-Founder, Dreyev Peter Smelzer: Fleet Risk Advisor, Dreyev ⁠Follow the Loaded and Rolling Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we dive into the world of cybersecurity. Our guest, Joe Ohr, COO at the NMFTA breaks down trends in cybersecurity and how the NMFTA is positioning itself as the hub for cybersecurity reporting and calling out bad actors. For more information, subscribe to Check Call the newsletter or the podcast.  Follow the Check Call Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Starting with tech rollouts, Trimble bets big on AI to fix trucking’s workflow bottlenecks. It debuted its new cloud-native, modular, AI-powered Transportation Management System (TMS), designed as a single intelligence center for enterprise operations. New AI agents, such as the Order Intake Agent, automate administrative tasks like data extraction from emails and PDFs, potentially eliminating manual review for up to 90% of standard orders. Efficiency is also the core strategy behind major network redesigns at FedEx, who is focused on prioritizing high-quality B2B business and sectors like high-tech freight and healthcare logistics, while using generative AI to predict classification codes to simplify cross-border trade execution. In contrast, global maritime operator CMA CGM profit collapses on ocean ‘slowdown’. reported a staggering 72.6% decline in net income, yet maintained volume growth (up 2.3%) due to its agility in redeploying assets to counter Red Sea disruptions and volatility. On the regulatory and legal front, a Delaware bankruptcy court approved Judge Oks Yellow Corp.’s final liquidation plan, clearing the path to distribute up to $700 million to creditors, crucially classifying employee claims for PTO and sick time as priority for payment. Meanwhile, truck safety advocates strongly oppose the FMCSA’s proposed pilot program, detailed in Safety group opposes extending truckers’ workday, which would allow truck drivers to pause their 14-hour on-duty window for up to three hours, arguing the agency should instead study detention time directly. Managing constant risk is essential, as evidenced by the U.S.-flag barge Brooklyn Bridge running aground in the Bahamas after a tow wire failed and subsequently being looted, highlighting the vulnerability of routine operations to external factors. The defining trait of a successful logistics operation today is agility built on automation; technology is no longer a differentiator but a necessary cost for maintaining margins and compliance. Learn more about your ad choices. Visit megaphone.fm/adchoices

A Delaware bankruptcy court has cleared the path for the final liquidation of Yellow Corp.'s estate, which will distribute as much as $700 million to creditors, but the order could face an appeal from Yellow’s largest equity holder, MFN Partners. We discuss the poor third-quarter results for ocean carrier CMA CGM, which saw group net income fall 72.6% year-over-year and revenue drop 11.3%. The carrier attributed this downturn to geopolitics, trade tensions in the U.S., and a corresponding slowdown in maritime activity, though it noted an improvement quarter-over-quarter after trade between the U.S. and China picked back up. Finally, truck safety advocates are strongly opposing the FMCSA’s proposed pilot program that would allow drivers to pause their 14-hour on-duty period for up to three hours, essentially extending the work window to 17 hours. While the FMCSA claims the allowance would mitigate excessive detention times and improve working conditions, Advocates for Highway and Auto Safety argue the initiative is dangerous and misguided. Learn more about your ad choices. Visit megaphone.fm/adchoices

Malcolm kicks off the week with energy, industry insights, and a packed lineup of guests who deliver deep expertise across transportation safety, branding, and heavy-haul logistics. Malcolm opens with key headlines impacting the freight world — from upcoming USPS parcel price hikes to fluctuating global trade patterns, ocean carrier earnings, FMCSA’s new crash-risk study, and shifting M&A trends in the freight sector. The episode’s interviews begin with Chris Isley, Risk Control Specialist at Travelers Transportation, who breaks down the complexities of heavy equipment transportation, load securement standards, DOT compliance, specialized permits, escort coordination, and the safety measures needed to move oversized cargo. His decades of experience inform a detailed look at how fleets can strengthen safety programs, prevent losses, and keep operators protected. Next, Malcolm is joined by Alex Martin-Banzer, Brand Marketing Manager for Western Star and Daimler Truck North America. Alex shares her journey from intern to brand leader, offering an inside perspective on engineering, product strategy, and the storytelling behind one of the industry’s most iconic vocational truck brands. She dives into the massive Western Star–supported move of a historic Martin Mars aircraft, reflects on the brand’s legacy, and previews upcoming projects and the Star Nation operator experience. The show closes with Kyle Wilkes, Project Manager at Southwest Industrial Rigging, who provides an up-close look at the monumental effort required to transport the enormous Martin Mars bomber fuselage across Arizona — the tallest load ever moved on Arizona highways. Kyle walks through the intense planning, routing, permitting, engineering challenges, electrical coordination, and teamwork needed to pull off one of the most complex heavy-haul feats in recent memory. He also shares career advice, industry trends, and a thoughtful tribute to company founder Harry Baker. ⁠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 current intersection of federal regulation and enforcement is creating significant market risk, forcing carriers to exit and fundamentally tightening liability for both carriers and the shippers who hire them. The immediate shockwave comes from California, where the cancellation of 17,000 non-domiciled CDLs—over 9% of the state's for-hire carrier base—is expected to cause substantial capacity constraints and firm up outbound freight rates, signaling national enforcement scrutiny. This episode unpacks the crucial precedent set by California's AB5 enforcement action, which resulted in an $868,000 penalty against three companies, including shipper Costco and 3PL Ryder Last Mile. Ryder and Costco were found jointly liable with the carrier for exercising "direct or indirect control" over drivers, demonstrating that managing drivers like employees results in liability like an employer. We debate whether the current market slump is purely demand-driven or if regulatory fear is driving non-compliant carriers out, causing spot rates to slowly "melt up" despite weak volumes. Further regulatory focus is evident as the FMCSA launches a major study with 60 carriers to analyze the link between driver work schedules, hours-of-service, and crash risk, aiming to inform future HOS restrictions. Shifting focus to logistics investment, the USPS reported a massive $9 billion loss but is executing an urgent, long-term modernization push, including investing nearly $20 billion in automated sorters and new vehicles to attract parcel volume. Finally, we examine the unanimous industry consensus that autonomous trucking is inevitable, with the rapid "J-curve of adoption" expected to hit between 2035 and 2040 as labor and regulatory risks accelerate investment in driverless technology. Learn more about your ad choices. Visit megaphone.fm/adchoices

On November 13th FreightWaves Founder & CEO Craig Fuller took on DAT’s industry veteran Ken Adamo in a debate that covered everything from market forecasts and capacity crunch to tech disruption and the future of brokerage. Presiding over the debate was the one and only Armchair Attorney, Matt Leffler Learn more about your ad choices. Visit megaphone.fm/adchoices

Three major companies—Mega Nice Trucking, Ryder Last Mile, and Costco Wholesale Corp—are facing what is likely the first significant enforcement action of California's AB5 regulation in the trucking industry, resulting in an $868,000 fine. The California Labor Commission cited the trio for contractor misclassification and resulting wage theft, finding that Ryder and Costco exercised both direct and indirect control over delivery drivers, thereby establishing a joint employer relationship with the carrier.  The trucking industry continues to monitor the fight over the Department of Transportation's non-domiciled Commercial Driver's License rules following the cancellation of 17,000 CDLs in California. Although California Governor Gavin Newsom and Transportation Secretary Sean Duffy are engaged in a heated public dispute over the cause, industry experts warn that the evolving enforcement signals new restrictions that will significantly impact carrier liability and freight capacity across the country, with analysts expecting more CDL cancellations in the near future.  A group of Attorneys General from nine states is urging the Surface Transportation Board to conduct a "thorough and exacting" review of the proposed merger between Union Pacific and Norfolk Southern. These AGs, representing GOP states, argue that the consolidation of rail services will compromise national security and stifle competition, leading to exacerbated existing problems such as higher costs and lower reliability for key strategic American industries. Learn more about your ad choices. Visit megaphone.fm/adchoices

The European Union is expected to revoke duty-free status for parcel imports through the elimination of the de minimis rule for small parcel imports, which is expected to be fully implemented by 2028. This significant policy change aims to level the playing field for European businesses and limit the influx of low-cost goods, especially considering that 91% of low-value shipments last year originated from China. We also track how global trade volatility and depressed freight rates have severely impacted ocean carriers, leading to Hapag-Lloyd's nine-month profits dropping nearly 50% from $1.83 billion down to $946 million. This decline occurred despite a 9% rise in transport volumes, demonstrating how upward cost pressures and start-up expenses related to the new Gemini Alliance are squeezing carrier margins. Finally, we analyze a proposed strategic pivot for UPS to stay competitive in the high-volume e-commerce space, focusing on a retooling of last-mile delivery. This unified strategy suggests using higher-cost Teamster drivers for the middle mile delivery to UPS Stores, allowing lower-cost independent gig workers to handle the final local delivery, which could drastically lower B2C costs and end the company’s reliance on the U.S. Postal Service. Learn more about your ad choices. Visit megaphone.fm/adchoices

JP Hampstead gives a presentation to shippers about what macroeconomic data tells us about production, employment, productivity, and the prospects for reindustrialization at FreightWaves' Future of Freight Festival in Chattanooga, TN. In this episode JP covers: - Why U.S. manufacturing output hasn’t recovered since the Great Recession - The surprising role of energy production in “industrial growth” - How offshoring reshaped America’s productivity curve - Why AI is now the largest driver of U.S. energy demand - Whether the big White House manufacturing announcements are real - Why nuclear power is surging back - How productivity gains reshape the workforce (100 years of data) - What the U.S. must fix to get industrial production unstuck Subscribe to the Newsletter Subscribe to the Bring It Home YouTube Channel #BringItHome #FreightWaves #Manufacturing #Reindustrialization #SupplyChain #F3 Learn more about your ad choices. Visit megaphone.fm/adchoices

In this uncaged episode of The Long Haul, Adam sits down with Sage — CDL driver, O/O, Landstar agent, broker, and commercial auto insurance pro — to tackle the freight industry’s most controversial topics. This one’s not safe for the faint of heart. We dig into broker dishonesty, insurance scams, the broker-agent world, O/O pain points, and what never gets talked about in polite circles. No fluff. Real talk. If you’re in the business and tired of half-truths, this is your episode. Follow The Long Haul Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

We analyze why Ocean rates tested by capacity conundrum despite carriers attempting General Rate Increases and blanked sailings, indicating continued overcapacity and weak demand on the trans-Pacific trade lane. Simultaneously, we explore the quick response from air cargo providers, detailing how FedEx plugs transport hole caused by MD-11 groundings by activating spare aircraft and diverting packages to its domestic ground network. We examine the state of port traffic, noting that Container imports off 17.6% at leading US port in October 2025, although the Port of Long Beach remains on pace to surpass its all-time annual cargo record from 2024. Turning to rail, we discuss Union Pacific's strategic moves as Union Pacific guarantees more post-merger union jobs, successfully securing the support of the National Conference of Firemen and Oilers (NCFO) and SMART-TD by committing to career-long employment for hundreds of members. In the trucking sector, we analyze carrier strategy as Werner says ‘no retreat’ possible in dedicated fleet size, citing base capacity needs despite the ongoing severe downturn in the industry. Finally, we delve into the dramatic collapse of a highly anticipated venture, learning the story behind why “America’s Biggest Truck Stop” Falls Silent — Inside the Eviction of Trucker’s Paradise in Texas after months of financial disputes, investor issues, and allegations of unpaid wages. Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s hump day on WHAT THE TRUCK?!? and host Malcolm Harris is bringing the heat with a jam-packed lineup covering innovation, strategy, and the latest headlines shaking up logistics. In this episode: Arthur Axelrad, CEO & Co-Founder of Dispatch Science, breaks down the launch of DataSync — the newest part of their DSX ecosystem giving carriers real-time control and visibility over operations. Discover how data is reshaping last-mile logistics and why modern architecture and APIs are key to the future. Sarah Olmstead (President, Rebel Logistics Service) and Mike Holland (Senior Director of Domestic Logistics, Five Below) join forces to dive into the ECA Marketplace — the unique “speed dating for logistics” event where shippers and carriers forge real partnerships and optimize freight strategy for 2026. Freight headlines on CDL rule reversals, Zoom Freight’s bankruptcy, and U.S. port fee suspensions on Chinese vessels. Plus, Malcolm previews: ProShip’s 2025 End-of-Year Parcel Roast — where shipping strategies get roasted live The Great Freight Debate featuring Craig Fuller, Ken Adamo, and Matthew “The Armchair Attorney” Leffler, live from the Traffic Club of Chicago ⁠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

While the Port of Long Beach saw container volumes drop significantly—imports declined 17.6% and total TEUs fell 14.9% in October 2025 compared to the previous year's record-setting month—the hub remains ahead of its 2024 all-time annual cargo record pace through the first 10 months of 2025. Port officials are anticipating that American consumers will likely see ⁠price escalation⁠ on goods in the coming months as shippers are expected to pass along the costs of ongoing tariffs and trade policies. In trucking, a major regulatory shift has been halted as the U.S. Court of Appeals for the D.C. Circuit ⁠temporarily stayed the FMCSA’s interim final rule⁠ heavily restricting non-domiciled commercial driver’s licenses. This administrative stay, ordered pending a review of a lawsuit filed by an affected driver, means state agencies can presumably resume issuing and renewing these non-domiciled CDLs. Truckload carrier Werner Enterprises stated at an investor conference that it has hit a baseline capacity and sees "no retreat" from its current dedicated fleet size, despite calling the current downcycle the worst he has seen in 35 years in the industry. Werner's CEO asserted that the duration of the downturn and rising trucking accident rates across the industry may be linked to ⁠lower standards on CDL issuance and driver schools⁠, which have contributed to excess capacity. Learn more about your ad choices. Visit megaphone.fm/adchoices

In today’s episode, Michael Caney, Chief Commercial Officer at Highway joins us to talk about their recent funding, how they’re fighting fraud and the new release of their Trusted Freight Exchange. ⁠Follow the Loaded and Rolling Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Carrier sentiment is suppressed by a weak rate environment as the market waits for necessary fleet rationalization, highlighted by historic levels of Class 8 oversupply exceeding 90,000 units. The physical evidence of financial distress is staggering, demonstrated by the collapse in trailer prices—with 3-year-old 53-foot dry vans now trading for under $20,000—and the high volume of repossessions dominating used equipment sales, where 158 out of 162 units sold by Ritchie Bros. in Q3 2025 were repossessions. This contraction is bleeding into the tech sector, as evidenced by the Chapter 11 filing of VC-backed freight tech startup Zuum, which listed assets and liabilities between $10 million and $50 million. Importantly, 19 of Zuum's top 20 unsecured creditors are freight brokers, revealing how interconnected the ecosystem is and exposing brokers to significant financial risk from failed tech platforms. Amidst the contraction, the future driver talent pipeline is seeing massive investment, including a 4.9 million earmark secured by Senator Thom Tillis for Southeastern Community College in North Carolina to aggressively expand its truck driver training program. Furthermore, a significant bureaucratic roadblock was temporarily removed when the DC Court of Appeals issued a temporary stay on the FMCSA’s non-domiciled CDL rule, halting restrictions while the court reviews a lawsuit against the regulation. We also cover major international policy shifts, including the U.S. Trade Representative suspending Section 301 port fees on China-built cargo ships for one year, a reciprocal move that temporarily eases global trade tensions. Finally, we discuss the sobering update in air cargo capacity, where the FAA temporarily grounded all MD-11 freighters for inspection following a tragic UPS crash in Louisville, impacting major carriers like UPS and FedEx globally. Learn more about your ad choices. Visit megaphone.fm/adchoices

The growing list of bankruptcies in trucking has caught up a significant new participant from the freight tech part of the business, as ⁠VC-backed Zuum files for chapter 11 protection⁠ with assets and liabilities listed in the range of $10 million to $50 million. The US Trade Representative officially announced the one-year suspension of ⁠port fees on Chinese ships⁠ docking at American ports. This suspension, effective until November 10, 2025, is part of a wide-ranging trade agreement where China simultaneously dropped retaliatory fees on U.S.-flagged vessels. A legislative package designed to end the 40-day government shutdown includes a major earmark: ⁠$4.9 million for trucker training in North Carolina⁠. Secured by Senator Thom Tillis, this appropriation for Southeastern Community College is seen as unusual because it is the ninth highest earmark among 360 others and dwarfs typical federal grants for truck driver training programs. Plus, check out the FreightWaves TV lineup, including ⁠Loaded and Rolling⁠ with Thomas Wasson. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of WHAT THE TRUCK?!? features two in-depth conversations focused on how technology is reshaping trucking safety, operations, and cargo security. Host Malcolm Harris first speaks with Kiren Sakhar, Chief Product Officer at Samsara, about how AI-powered dashcams, sensors, and real-time coaching are helping fleets shift from reactive safety practices to predictive, preventative ones. They discuss improvements in driver experience, reduced accidents, and how balanced coaching and recognition can strengthen retention and culture. In the second segment, Danny Ramon, Director of Intelligence and Response at Overhaul, breaks down the rapid rise in cargo theft, especially sophisticated fraud-based schemes and strategic theft methods. He explains how criminals are using identity spoofing, double/triple brokering, and cyber tactics to target freight—and how better training, authentication, and proactive security can reduce risk during high-volume seasons. Overall, the episode highlights the increasing importance of AI, real-time data, and informed security practices across fleet operations—from protecting drivers to preventing multimillion-dollar supply chain losses. ⁠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

Aifleet is cutting its fleet size from approximately 180 trucks down to about half and letting go of nearly 100 personnel, triggered by the abrupt termination of a contract with a key supplier. The air cargo market is facing its own shock following a tragic crash, resulting in the temporary grounding of MD-11 freighters by both UPS (27 planes) and FedEx (28 planes) as a precautionary measure, following Boeing's recommendation. Since the MD-11 makes up about 9% of both companies' main fleets, this temporary loss of lift creates significant capacity tightness systemwide heading into peak season. Simultaneously, U.S. tariff policies are forcing real, fundamental supply chain changes, with IKEA, for example, estimating over $400 million in additional tariff-related costs this year alone. This pressure is accelerating nearshoring efforts, with Mexico emerging as the strongest beneficiary, evidenced by investments like Motherson putting $50 million into a new auto parts plant and Kuehne+Nagel expanding its cross-border infrastructure in El Paso. Looking overseas, the shift in sourcing is accelerating the decline in container import volumes, which are now projected to keep falling into early 2026, with December expected to be down almost 18% year-over-year. Meanwhile, the Suez Canal Authority, whose revenue plummeted 60% this year, is offering a 15% discount on tolls, hoping that stability returns and ships start coming back through the Red Sea in the new year. Finally, carriers must be cautious about immediate operational risks, as early blizzard conditions are severely hitting Chicago and the Midwest, causing major delays and poor visibility, especially around I-57. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aifleet is undergoing drastic cutbacks, ⁠reducing its fleet from about 180 trucks to a much smaller, undisclosed number⁠, following the abrupt termination of a contract with a key supplier. CEO Marc El Khoury described these fleet reductions as "drastic," but necessary to allow the company a chance to survive in the freight recession, enabling them to pivot almost entirely away from the spot market and focus on a contracted freight model. In air cargo news, ⁠UPS and FedEx halt MD-11 flying to conduct safety review⁠ after a fatal crash in Louisville last week, following a recommendation from manufacturer Boeing to conduct a safety review and engineering analysis. This grounding affects approximately 9% of their mainline fleets, with UPS operating 27 and FedEx operating 28 of the 70 MD-11 freighters currently in service, though both carriers are using contingency plans to mitigate disruption. The logistics sector is also feeling the impact of capacity constraints caused by the long-running government shutdown, which led the ⁠FAA to order airlines in high-volume markets to reduce schedules by up to 10%⁠. Businesses relying on passenger aircraft for domestic freight transport have the most exposure to these flight restrictions, while cargo-only airlines are collaborating with the FAA to adjust operations and minimize customer disruption. Learn more about your ad choices. Visit megaphone.fm/adchoices