FreightWaves Today | September 11

Join Julie Van de Kamp and Malcolm Harris on FreightWaves Today as they break down major freight news, market trends, and industry insights. In this episode, industry leaders discuss small carrier financial discipline, fleet repair innovations, and regional market volatility.

In our Morning Minute: Teamsters President Sean O’Brien warns UPS of potential 2028 strike risks, Delaware breaks ground on a $669M container terminal project, and a cargo ship fire in China leaves 25 dead.

Then, Dave Gilbert, Founder and CEO of National Funding, discusses why a full order book doesn’t always signal expansion readiness, navigating high repair costs, and how small carriers can avoid cash flow traps.

Julie has a breakdown of national tender rejections, spot rates, and headhaul vs. backhaul trends across key markets including Cincinnati, Detroit, Joliet, Miami, and Houston.

And to wrap up the first hour, Andy Klobnock, COO of ServiceUp, breaks down their new partnership with Stellantis Pro One, detailing how centralized billing and AI agents are untangling fleet repair headaches.

Then in our 2nd hour, Zach Strickland and economist D.J. Donahue break down the latest economic data and what it means for transportation, consumers and the broader freight economy.

Zach is also joined by Thomas Wasson who helps Zach to explore the changing North American freight landscape. They discuss Mexican cross-border trucking, cabotage enforcement, falling Laredo freight volumes, shifting Mexico trade flows and the growing influence of data-center construction on freight demand. Data-center investment is generating demand for electronics, steel, concrete and open-deck capacity even as traditional consumer demand remains relatively muted.

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