Plus, USPS gives non-domiciled CDL carriers an 11-day deadline, the spot-to-contract spread starts squeezing 3PLs, Knight-Swift trims its Q1 guide but stays bullish, and more.
Plus, Super Ego fires back at 60 Minutes, China tells Maersk and MSC to exit Panama ports, New York loses $73.5 million over non-domiciled CDLs — and more in today's newsletter.
Plus, diesel's rising price streak finally snaps, a 13-year shipper relationship ends in a $726K lawsuit, Congress takes a real swing at cargo theft, and more in today's newsletter.
Plus, USPS gives non-domiciled CDL carriers an 11-day deadline, the spot-to-contract spread starts squeezing 3PLs, Knight-Swift trims its Q1 guide but stays bullish, and more.
Good Monday morning. CBS turned the camera on brokers and called out C.H. Robinson by name. The chameleon carrier story just got a lot closer to home.
Plus:
and more.
🚨 USPS Sets May 1 Deadline. Starting May 1, the Postal Service will ban unvetted non-domiciled CDL drivers from transporting mail, one of the largest single-employer enforcement actions to follow the FMCSA's final rule. USPS moves roughly 40% of U.S. mail volume via contract carriers. Carriers with non-domiciled drivers on USPS lanes have 11 days to get compliant or lose the work. The crackdown that started with states is now hitting contracts.
📉 The Spread Is Closing, and 3PLs Are Feeling It. Spot rates have climbed fast enough that the gap between spot and contract is shrinking, and that's squeezing 3PLs who built their margin model around a wide spread. When spot runs above contract, asset-light brokers lose their arbitrage edge, and shippers start questioning the value of the middleman.
⚖️ Knight-Swift Cuts Q1 Guidance. KNX trimmed its Q1 earnings guidance but held its bullish outlook on TL fundamentals, citing capacity discipline and rate momentum heading into Q2. The guide cut matters less than what management said alongside it: pricing is moving, capacity is still exiting, and the structural setup hasn't changed. One quarter of softness doesn't undo three years of tightening supply.
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The CBS Sunday Morning segment that aired yesterday didn't just revisit Super Ego, the Serbian-based carrier network FC covered last Monday. It went one layer deeper and named the brokers on the other side of the load confirmation.
C.H. Robinson, the largest freight broker in the country, was specifically identified for awarding Super Ego its "Carrier of the Year" honor in the 1,000+ truck category for 2025, a carrier that had racked up nearly 15,000 safety violations and 500 accidents over the prior two years.
Plus, Super Ego fires back at 60 Minutes, China tells Maersk and MSC to exit Panama ports, New York loses $73.5 million over non-domiciled CDLs — and more in today's newsletter.
Plus, diesel's rising price streak finally snaps, a 13-year shipper relationship ends in a $726K lawsuit, Congress takes a real swing at cargo theft, and more in today's newsletter.
"You need to know the rules of the game, and then you need to know how to play it."
Plus: 170+ truckers removed in Florida, new bill proposes $5M motor carrier insurance, truck sales take a huge dive, and more.
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