Capacity is tightening, enforcement is rising, and old visibility models no longer suffice. Here’s how full-market truck intelligence changes how brokers and shippers understand real supply.
Plus: U.S. slaps new tariffs on Canada while Mexico gets 90 more days, a $15M Apple cargo heist exposes security flaws, Ancora scores big on its coast-to-coast rail bet, and more.
TGIF. We sifted through the Q2 earnings calls from C.H. Robinson, Schneider, J.B. Hunt, and more, so you don’t have to. Today’s feature breaks down what execs are really saying about freight margins, contract rates, LTL trends, and AI workflows reshaping brokerage ops.
Plus,
📉 Trump Tariffs Slam Canada, Delay Hits Mexico
🔒 $15M Apple Heist Exposes Cargo Security Failures
🚂 Ancora’s Play Pays Off in Union Pacific–NS Merger
... and more.
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Plus: states unite to curb trucking fraud, Transfix’s full shift to freight software, renewed questions over FMCSA’s chameleon carrier system, and more.
Plus: what FMCSA crash data actually says about non-domiciled CDL holders, border turmoil testing nearshoring, and Morgan Stanley’s call for a 2026 trucking rebound — all in today’s newsletter.
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