FreightWaves

While Union Pacific and Norfolk Southern prepare to file an updated merger application with regulators, rival railroads, shippers and their stakeholders unveiled a unified front aimed at stopping the transcontinental consolidation. vist.ly/42cyh

Full Episode: youtu.be/8poOCxSQ-3k

There’s a heated debate happening on Freight X… Should new motor carriers be audited BEFORE they get authority? Some say it’s necessary for safety and accountability. Others say it won’t fix the real problems. On What The Truck?!?, Malcolm & The Dude agree this is a conversation the industry needs to have.

Full Episode: youtu.be/G6Ox_oTlY9M

What would actually fix trucking? Lewie Pugh of OOIDA breaks it down into 3 simple things: 👉 Train drivers 👉 Pay drivers 👉 Give them a safe place to rest On Brake Check with Charles Gracey, he explains that if you fix those.. You'll fix turnover, safety, and save the future of the industry.

Full Episode: youtu.be/8poOCxSQ-3k

Are GLP-1 weight loss drugs actually impacting freight demand? A new study from SONAR suggests 851,000 truckloads have disappeared.. mostly from food and beverage. But is it really GLP-1s… or just changing consumer habits, inflation, and lifestyle shifts? Malcolm Harris and Michael Vincent debate it on What The Truck?!?

With a classic squeeze setup for a brokerage–higher spot rates to secure freight for contract business booked at a lower number–C.H. Robinson’s (NASDAQ: CHRW) first quarter 2026 earnings showed that struggle. But overall, it still came out mostly better than a year ago and in many areas sequentially as well. vist.ly/42cng

Full Episode: youtu.be/8poOCxSQ-3k

An $81 million nuclear verdict in Utah has a deeper story. What started as a case where the driver was initially found not negligent.. ended in one of the largest verdicts the state has ever seen. Malcolm Harris & Michael Vincent dive into why the driver’s history, training failures, and hiring decisions all came into play on What The Truck?!?

The Cold Chain is evolving into the "Cold Flow." For decades, the journey from field to fork has been a series of disconnected links. But the "plumbing" is finally being laid to connect the data. Full episode: vist.ly/42cey

Where are shipper rates headed in 2026? The Q1 Shipper Rate Report, presented in partnership with @TrimbleTransportation, uses SONAR data to break down capacity, demand, and key market trends. Download the report. vist.ly/42cek

Full Episode: youtu.be/G6Ox_oTlY9M

Trucking is a skill, and not everyone should be allowed to be a driver. Charles Gracey and Lewie Pugh explain why barriers to entry matter.. and why the race to the bottom has to stop on the latest Brake Check.

Full Episode: youtu.be/8poOCxSQ-3k

FedEx is bringing back its MD-11 fleet after losing $175 million in capacity… But Malcolm and The Dude wonder.. Is this a smart move, or are safety concerns being rushed? Check out their discussion on What The Truck?!?

Is the cold chain actually shrinking? While there is talk about GLP-1 drugs impacting food and beverage volumes—potentially affecting up to 3.8% of loads—the long-term reality is more nuanced Full episode: vist.ly/42c9i

Canadian National reported lower first-quarter profits today, as revenue declined despite an increase in overall freight volume. vist.ly/42c8d

Old Dominion Freight Line said it’s seeing signs that the market is recovering, noting demand consistently improved throughout the first quarter. However, after five months of volumes performing largely in line with normal seasonality, it flagged a bit of a slowdown in April given customer uncertainty around the geopolitical landscape. vist.ly/42c89

The "Freight Recession" isn’t what it used to be, but we aren’t in full expansion mode yet either. We are in the "hunker down" phase. Full episode: vist.ly/42c5n