The Daily | October 2, 2025

This episode conducts a deep dive into the current volatility of the freight market, focusing on how agility is the critical metric for survival and success. Using recent ATBS data, we analyze how successful owner-operators are improving their net income, despite rising fixed costs, especially maintenance, by maintaining stability and focusing on calculating their contribution margin.

New tariffs on imported heavy-duty trucks are expected to curb new truck orders, leading to a predicted rise in used truck prices due to scarcity. Meanwhile, on global ocean lanes, Asia-to-US West Coast container rates dropped another 15% last week, forcing carriers to blank about 13% of scheduled sailings to stabilize rates amidst ongoing trade risk .

Not all global movement is weak, as the Port of Savannah stands out, having handled over 534,000 TEUs in August, due in part to infrastructure adaptation like the new fast-track routing system. We also cover the major policy fight concerning the Union Pacific-Norfolk Southern merger, which BNSF argues will hurt competition and service, while the merging parties claim it will boost volume with single-line options.

In transportation technology, Einride achieved the world's first cabless electric fully autonomous cross-border delivery between Sweden and Norway, proving that autonomous systems can manage complex international regulatory requirements through digital integration. Conversely, the ongoing Canada Post strike is presented as a case study in failing to adapt with workers resisting modernization, leading to private carriers scooping up quickly diverted parcel volumes and the postal service's market share plummeting.

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