In this packed episode of FreightWaves Today, Craig Fuller, Malcolm Wilson, and the FreightWaves team break down one of the most important weeks of the year for trucking: the lead-up to the July 4th freight surge — often called trucking’s “Super Bowl.” They discuss tightening capacity, rising spot rates, driver shortages, and why many large carriers believe the freight market has officially turned. The conversation also explores the future of autonomous trucks, AI in logistics, and how brokers and shippers are preparing for a potentially volatile peak season. This episode features insights from industry leaders and experts, including: Ken Adamo, Chief of Analytics at Ease Logistics and former DAT executive Dr. Jason Miller, supply chain economist and professor at Michigan State University Max Fuller, transportation industry veteran and founder of U.S. Xpress Fabrizio Alvear, Co-Founder and President of ePost Global ⁠Follow the FreightWaves NOW Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

FreightWaves Today | June 26

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**Podcast:** FreightCasts

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Hey guys, how are you? Welcome to FreightWaves Today.

Nothing like live TV with some small production problems here to get things started. Malcolm, good to be in studio. By the way, did we work on matching colors? Twinsies, for sure. It's good to see you. That may be the first time we've been accused of being twins, although same haircut. I call myself the mocha Craig Fuller. That's my claim to fame. That's great. I take that as a compliment, by the way. Guy here, Max, in studio with us for FreightWaves Today. Welcome.

We have a full lineup. A lot of haters today, by the way. A lot of haters. A lot of haters. You know, I tried to kill the production because I didn't want to come on live. Julie, who's not in studio, thought it would be funny to have Jason Miller, my forever nemesis, on today, which we're going to talk to him. We have Ken Ademo, another nemesis. And someone who is not a nemesis at all is Fabrizio Alvier. Perfect. The ePost Global co-founder and president.

And so we're going to hear all about parcel and everything going on with the Postal Service. So, look, I think a lot is going on. This is a really interesting market, Malcolm, in terms of we're right into July 4th weekend. This is sort of the Super Bowl of Freight. If there is a trucking Super Bowl, it's this. This is the playoff weekend. 100%. And then next weekend is when the action gets really going. Couldn't agree more. And so we're going to watch that and see what's happening. Fuel prices have absolutely collapsed.

I mean, we've seen fuel prices in terms of retail fuel prices are down 70 cents a gallon. Wholesale fuel prices, on the other hand, are down $1.40 a gallon. Dad, when we think about fuel prices, obviously, if you're buying wholesale fuel, you've bought a lot of gallons in your life. You buy wholesale fuel, that shows up first, but then retail is very slow to drop. What is your take on that? Fuel basically has such a big impact on returns for a carrier.

And trying to get the right number is really a challenge. You've got to move your revenue as much as you can with fuel prices. And fuel is highly volatile. Yes. That's hard to predict. So why does it take so long for fuel prices to drop at retail when you look at the wholesale data and they don't drop? I mean, they drop much faster. Sorry.

After dealing in the industry for 55 years, I can tell you, I think the retailers all like to drag the prices down as slow as they can. S...

FreightWaves Today | June 26

Transcript

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Every day you wait, your competitors are finding
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FreightWaves Today | June 26

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.