ABOUT THIS EPISODE
Join Craig Fuller and Julie Van de Kamp on FreightWaves Today as they break down the critical developments shaping the freight, logistics, and supply chain markets.
In the morning minute, they A look at an alarming $111 million wave of high-tech cargo thefts targeting semiconductor and data center freight, featuring coordinated "bump and run" syndicate tactics. Plus, an urgent FBI tax fraud investigation involving self-employed truck drivers in Georgia, and Mexico's surging heavy-duty truck production and export gains.
Drone Warfare & Supply Chains: Analysis of Ukraine's drone strikes on Russian distribution hubs—including Wildberries facilities—and what targeting fulfillment networks means for modern logistics vulnerability.
Freight Payments & Shippers of Choice: Jeff Pape (US Bank Corporate Payment Systems) stops by to discuss rising freight payment predictability, early holiday peak planning, emerging AI applications in logistics, and credit quality across the sector.
SONAR Market Update: Craig and Julie break down SONAR’s Tender Lead Time Index (OU.TLT), examining why shippers are tendering freight further in advance, how lead times impact tender rejections, and how to utilize the SONAR Coverage Guide to manage spot rate volatility.
Real-World Tesla Semi Demo: Bob Lewis from Intercoastal Trucking shares first-hand driver feedback from testing the Tesla Semi in hard Northeast corridors, discussing range management, regenerative braking, maintenance savings, and charging infrastructure challenges.
The Freight Cycle Debate: Ken Adamo (Chief Strategy Officer at Ease Logistics) and Dr. Jason Miller engage (Michigan State University) in a debate over capacity supply, driver availability, data center demand surges, and regulatory enforcement shifts.
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