FreightWaves Today | September 10

The freight market is heading into peak season with plenty of uncertainty. On this episode of FreightWaves Today, Malcolm Harris and Zach Strickland break down the latest data shaping trucking, logistics and the broader economy. First, Eric Lemus of The Fulfillment Lab joins the show to discuss new Commerce Signal data showing operator margin cushions nearly disappearing as shipping costs rise faster than revenue. With parcel costs up sharply and peak-season surcharges approaching, retailers and 3PLs face growing pressure to control transportation spend while managing lean inventories. Lemus also explains why diversifying carrier strategies could deliver significant savings. Then, Zach dives into the latest SONAR data, including tender rejection rates, tender volumes, spot rates, diesel prices, imports and the potential for tighter capacity as retailers replenish inventory heading into Q4. Weather is also taking center stage. Ben Hershey of DTN explains how AI-powered weather intelligence and crash-risk forecasting can help fleets anticipate dangerous conditions, improve routing decisions and keep drivers moving safely. The discussion also examines what the developing El Niño pattern could mean for winter weather, freight corridors and mountain passes across the country. In the second hour, Zach is joined by FreightWaves economist D.J. Donahue to unpack the latest economic releases, consumer credit, transportation inflation, tariffs and the growing influence of AI and data-center construction on the economy and freight demand. Finally, Thomas Wasson returns to discuss major transportation and international trade issues, including U.S.-Mexico cross-border freight, cabotage enforcement, changing freight flows, maritime rates and the latest FMCSA carrier data. The conversation takes a close look at whether trucking capacity is actually growing — and what recent regulatory changes could mean for the carrier base. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices