🎣 378,000 Tins Gone Missing

Tucker Carlson’s nicotine brand loses 378,000 tins in a cargo theft. Plus: produce rates reset, diesel climbs, and a bill that could pull hundreds of thousands of drivers off the road.

🎣 378,000 Tins Gone Missing

Happy Friday Eve. Here’s what freight X, LinkedIn, Reddit, and YouTube were talking about this week.


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Trending on X: 378,000 Tins Gone Missing

Source: TMZ/X

Tucker Carlson's nicotine brand ALP launched a new product called ALP Drifters, and within 24 hours of the announcement, someone walked off with the entire shipment.

A truck carrying 378,000 tins was picked up from a Southern California logistics facility using what appeared to be legitimate credentials, then went dark somewhere near Kentucky.

  • Shipment estimated to be worth millions
  • Fullerton PD took a report on February 23
  • ALP is offering $100K for tips leading to convictions
  • The launch rollout is now delayed while they rebuild inventory

The freight industry has been screaming about fake-credential cargo theft for years; now it's on TMZ.


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Trending on LinkedIn: Produce Rates Hit a Reset

Source: Dean Croke/LinkedIn

Dean Croke at DAT dropped the weekly produce truck rate report, and for the first time in weeks, every single origin is showing adequate truck availability. No shortages anywhere.

  • Florida rates down for the fourth straight week. Lakeland to Atlanta is now $1,050–$1,250, half of what it was a month ago.
  • Nogales bounced back hard, with the Atlanta lane up 15% to $5,700–$5,900.
  • National reefer rates are still 27% higher than a year ago.
  • YTD produce volumes are down 22% nationally.

The calm won't last. Yuma-to-Salinas lettuce transition hits in early April, and Croke's warning is clear: don't let the quiet fool you.


Trending on Reddit: Diesel Spike Hits r/FreightBrokers

Source: Reddit

A Redditor posted satellite footage showing tanker traffic through the Strait of Hormuz dropping between Feb 27 and March 1, and the r/FreightBrokers thread that followed quickly turned into a blunt discussion about diesel.

The Strait of Hormuz moves about 20% of global oil supply, the only sea outlet for Kuwait, Qatar, Bahrain, and much of Saudi Arabia’s exports

  • One small carrier said the recent fuel spike is costing about $8,000 extra per month for their four-truck fleet.
  • Washington state carriers already reporting $4.29–$5.09 per gallon
  • Top comment: “Sorry, I can’t get a truck to Dallas — there’s a war in Persia.”

For small carriers running spot freight, diesel is a daily cash expense with no hedge. When fuel spikes but load board rates don’t move, margins disappear quickly. Expect spot rates to rise as diesel does.


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Trending on YouTube: The Bill That Could Double Your Rates Overnight

Trucking Made Successful broke down the Dalilah Law, a bill introduced by Senator Jim Banks after a 5-year-old girl was critically injured by a driver who entered the country illegally and held a California CDL.

If passed, it would immediately revoke trucking licenses for anyone who is not a citizen, a green card holder, or a certain work visa holder.

  • An estimated 600,000 drivers (over 20% of the CDL workforce) would be pulled off the road.
  • States would have 180 days to comply or lose federal highway funding.
  • Unlike FMCSA rules, this becomes permanent federal law. No future administration can quietly reverse it.
  • Craig Fuller's take: think COVID-era rates, but with no relief valve this time.

The difference from every other capacity crunch brokers have lived through: when COVID hit, the industry backfilled with immigrant drivers. That door closes permanently if this passes. Spot rates would spike immediately. Contract rates would follow. And unlike 2021, there's no cavalry coming.


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