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Freightvine: Daily Summaries Delivered
by DAT Freight and Analytics, Chris Caplice
Hear the latest in freight transportation, supply chain and logistics from the Freightvine podcast.
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- 1 weeks ago48 min
Andres Mendoza Pena, Kearney | Forged in Disruption
This week, Chris Caplice is joined by Andres Mendoza Pena, Partner at Kearney, to discuss the latest CSCMP State of Logistics Report, Forged in Disruption, and what it means for shippers navigating a more connected and unpredictable world.In this conversation, they cover:Why traditional cost-first supply chain playbooks are becoming less effectiveHow companies are building more flexibility across suppliers, countries, and transportation networksWhere AI is producing real results in logistics workflowsWhy autonomous trucking may reshape transportation economics and network designHow reactive decisions can create costly “network drift”Why scenario planning and “non-regret moves” can help companies prepare for multiple possible futuresIf you’re responsible for supply chain strategy, transportation, or network planning, this episode offers a practical look at how to operate when disruption is no longer the exception.For previous episodes and to subscribe to our newsletter, visit: dat.com/podcast/freightvine Chapters00:00 Introduction 04:41 Understanding Ongoing Volatility in Supply Chains07:08 The Impact of Globalization and Interconnectedness09:46 Shifts in Supply Chain Strategies11:58 E-commerce Trends and Consumer Behavior14:24 The Role of AI in Supply Chain Management17:05 Governance and Implementation of AI Solutions24:08 Exploring Autonomous Driving and Trucking Technology28:56 Understanding Network Drift in Supply Chain Management33:46 Navigating Tariff Policies and Global Supply Chains38:23 Railway Mergers and Market Dynamics42:24 Forecasting Future Trends in Freight Markets44:32 Truckload Market Overview47:23 Spot vs Contract Rates Analysis
- 3 weeks ago52 min
Jim Filter, Schneider | Steering Schneider Forward
This week, Chris Caplice is joined by Jim Filter, Schneider’s newly appointed President and CEO, to talk about what it means to step into that role during a period of major change for the freight industry.Jim reflects on his nearly 30-year career at Schneider, the operational and international experiences that shaped his leadership, and how the company is adapting as customer needs, technology, and market conditions continue to shift.In this conversation, they cover:What it means to lead Schneider as only the fifth CEO in the company’s historyHow dedicated transportation and brokerage have become bigger parts of Schneider’s strategyWhat regulatory enforcement and broker liability could mean for capacityHow driver roles, tools, and career paths continue to evolveThe future of electric and autonomous trucksHow Schneider is using AI and technology across the businessIf you work in shipping, brokerage, or carrier operations, this is a timely look at how one of the industry’s largest operators is thinking about the road ahead.For previous episodes and to subscribe to our newsletter, visit: dat.com/podcast/freightvine Chapters00:00 Introduction 03:36 Career Path, Leadership Preparation and Developing Talent07:29 Technological Advancements in Transportation14:13 Customer Relations and Problem Solving14:50 Current Market Dynamics and Capacity Challenges16:35 Impact of Regulations on the Industry23:17 Chameleon Carriers and Industry Challenges28:21 CEO Priorities and Strategic Focus31:18 Evolution of Dedicated Services35:59 EVs and Avs45:38 Legacy and Leadership in the Industry48:06 Freightvine Truckload Market Update48:11 Dry Van Market Update49:04 Temp Control (Reefer) Market Update49:37 Intermodal Market Update50:09 Flatbed Market Update50:56 Key Takeaways
- Jun 25, 202656 min
Jason Miller, MSU | The Capacity Driven TL Cycle and the ROI of AI
This week, Chris Caplice is joined by Dr. Jason Miller, Professor of Supply Chain Management at Michigan State University’s Eli Broad College of Business, for his fifth appearance on Freightvine.Chris and Jason break down why they believe the current truckload cycle began in December 2025, why it took a few months to confirm the shift, and why this expansion looks different from past freight cycles.In this conversation, they cover:Why this cycle appears to be supply-driven, not demand-drivenWhat spot and contract rate spreads can tell us about market shiftsHow capacity exits, Class 8 orders, and routing guide failures are shaping the marketWhether the AI boom can deliver real ROI or if the market is getting ahead of itselfWhat Michigan’s logistics and supply chain work can tell us about manufacturing, food production, and tradeIf you’re trying to understand where truckload pricing, capacity, and freight demand may be headed next, this is a timely conversation with one of the industry’s sharpest data-driven voices.For previous episodes and to subscribe to our newsletter, visit: dat.com/podcast/freightvineChapters00:00 Introduction 02:55 Identifying the Current Truckload Cycle04:16 Market Signals and Transition Points05:53 Comparing Cycles: 2017-2018 vs. 202509:00 Supply vs. Demand Driven Cycles12:15 Routing Guide Compliance and Market Dynamics16:15 Spot vs. Contract Rates: Current Trends20:38 Economic Factors Influencing Freight Rates22:47 AI and Memory Chip Demand: Future Implications26:10 The Future of AI and Profitability27:23 Electricity Infrastructure and AI's Role29:03 The Cost of AI and Model Maintenance31:28 AI's Impact on Labor and Employment34:04 AI in Academia and Content Creation38:04 The Economics of AI and Cost Structures45:33 Logistics and Supply Chain in Michigan51:09 Freightvine Market Update
- Jun 11, 202648 min
Mike Roeth, NACFE | The Cost of the Messy Middle
The freight industry’s transition to alternative power is firmly in the “messy middle”This week, Chris Caplice is joined by Mike Roeth, Executive Director of the North American Council for Freight Efficiency, to unpack what that actually means for carriers, shippers, and the broader supply chain.Mike has been leading NACFE since its early days and brings insights from years of work plus the latest “Run on Less” demonstration and cost analysis on how fleets are navigating this evolving landscape.In this conversation, they cover:Why diesel, BEV, hydrogen, natural gas, and biodiesel will continue to coexistWhere battery electric vehicles are gaining traction first (regional + drayage)What NACFE’s latest “Run on Less” data reveals about real-world adoptionWhy there’s no single “winner” in the near-term transitionHow carriers and shippers can make practical decisions amid uncertaintyIf you’re trying to make sense of where freight energy is headed next, this one’s worth a listen.For previous episodes and to subscribe to our newsletter, visit: dat.com/podcast/freightvine
- Jun 3, 202644 min
Ken Adamo | The End of Broker Preemption
A unanimous Supreme Court decision could have major implications for freight brokerages🚨 Chris Caplice is joined by Ken Adamo, Chief Strategy Officer at Ease Logistics, to break down the Montgomery case and what it means now that brokers can be held liable for negligent carrier hiring.⚖️ Why this ruling could reshape broker liability📈 The potential impact on insurance costs🚛 How small and mid-sized brokers may be affected most🔍 Why carrier vetting is now under a bigger spotlight🛠️ The tools and practices brokers may need moving forwardIf you work in brokerage, shipping, or carrier operations, this is a conversation worth paying attention to.Find previous episodes 👉 https://bit.ly/42HyzRg
- Jun 3, 202647 min
Peter Swartz | Navigating the New Global Trade Landscape
Chris Caplice sits down with Peter Swartz, CEO and co-founder of Altana, to talk about what it takes to navigate today’s fragmented global supply chain landscape.🌎 Why multi-tier supply chain visibility matters more than ever📑 Managing tariffs, trade regulations, and compliance at scale🤖 How AI is helping businesses respond faster to disruption📦 Understanding the full value chain from raw materials to finished goodsAs global trade grows more complex, visibility is becoming a competitive advantage.Find previous episodes 👉 https://bit.ly/42HyzRg#Freightvine #SupplyChain #Logistics #GlobalTrade
- Apr 30, 202644 min
Bill Cassidy | Fuel, Freight, and the Resilience of LTL Markets
In this Freightvine podcast episode, Chief Scientist Chris Caplice interviews Bill Cassidy, Senior Editor for Trucking and Domestic Transportation at the Journal of Commerce and a transportation expert. They discuss the current "diesel squeeze," where costs jumped 32% in one month, reaching $5 per gallon instead of the expected $3.70—a devastating "black swan" event for small carriers. The collapse of Yellow allowed surviving LTL carriers to maintain pricing discipline with trending rate increases. Data center construction booms create new opportunities for flatbed and LTL carriers. Finally, they explore AI as an enabling sub-technology helping humans solve complex logistics problems faster than standalone products. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Apr 2, 202658 min
Eric Johnson | Diesel, Disruption, and Disappearing Capacity
Eric Johnson, Senior Technology Editor at the Journal of Commerce (JOC), part of S&P Global, is the guest on this episode of the Freightvine podcast. Eric leads coverage and analysis of technology's impact on global logistics and trade. He is co-chair of the annual Inland Distribution Conference and founder of TPM Tech, the technology-focused event held in conjunction with TPM - the Transpacific Maritime conference. Our conversation covers many different converging pressures currently affecting freight markets and global supply chains. First, we analyze how fuel cost pressures impact domestic supply chains, and the particular vulnerability of small carriers operating without long-term contract protections or fuel surcharge mechanisms comparable to larger fleets. Second, we explore the broader economic implications of energy supply constraints beyond diesel pricing, including the effects on raw materials, manufacturing inputs, and less visible supply chain dependencies. Third, we examine the ongoing uncertainty surrounding US tariff policy, including the sometimes hidden or mostly forgotten operational burden this creates for customs compliance. This has become even more complex with the looming and currently undefined tariff refund processes. We also address structural questions about freight contracting practices, the role of technology in market efficiency, and current applications and limitations of artificial intelligence in logistics operations. Throughout the conversation, Eric provides context on how current market dynamics compare to previous cycles, and what patterns suggest about medium-term industry trajectories. Whether you work in carrier operations, shipper logistics, or policy development, this episode offers substantive analysis of factors affecting your operations. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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