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On this episode of FreightWaves Today, Craig Fuller and Julie Van de Kamp break down the latest signals from across trucking, rail, intermodal and the broader industrial economy.
Thom Albrecht of Reliance Partners joins the show to discuss where the freight cycle is headed, improving demand signals and the supply-side forces reshaping trucking. Albrecht explains how English-language proficiency enforcement, non-domiciled CDL scrutiny, changes to CDL and ELD self-certification, safety enforcement and major court decisions could affect capacity and potentially extend the current freight cycle.
The show also dives into what the railroads are telling us about the health of the industrial economy, including strength across commodities such as chemicals, scrap metal, steel-related freight and grain. Craig and Julie examine the continued shift of freight toward intermodal and BNSF's expanded Phoenix-to-Dallas-Fort Worth service as railroads look to capture more over-the-road truckload freight.
Plus, Bloomberg Intelligence's Lee Klaskow provides his outlook for transportation and what the fourth quarter could hold, Oliver Sawbridge brings a supply chain intelligence perspective to the conversation, and Bill Stephens closes out the show with a deeper look at the rail industry and what current volumes are signaling about the economy.
Craig and Julie also cover the day's biggest freight headlines, including Americold's new $80 million cold-storage hub at Port Saint John, BNSF's intermodal expansion between Phoenix and Dallas-Fort Worth, and UPS strengthening its Asia-Pacific air cargo network.
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