Craig Fuller explains that shippers without immediate delivery deadlines are leveraging cheaper rail transport to move imported safety stock into inland distribution hubs.
He notes that while diesel price spikes since March created a delayed modal shift that crested in June, long-haul truckload volumes will likely remain muted through September before firming up in Q4 as time-sensitive holiday replenishment forces shippers back onto the highway.
This is the carrier that CH hired that was involved in the $600m nuclear lawsuit.
Note: the carrier had a Satisfactory rating per the FMCSA.
The question across every brokerage floor today, "What is a safe carrier?"
We will never have a true count of total illegal truck drivers (or regular licenses).
I’d venture to say there are thousands of fake licenses out there.
Unfortunately, it took 6–7 months of absolute agony working with shippers, customers, and carriers to get here.
Shippers didn’t give up cheap freight rates quietly. Every rate increase was a battle. We walked on eggshells, took losses, had difficult conversations and played the long game.
First survive. Then thrive.
One of the easiest ways to spot cargo thieves right now:
Thieves buy clean MC numbers and use this simple insurance switch:
• Original owner cancels immediately (they don’t want any accidents or claims on their record).
• New “owner” starts a brand new policy the same day — zero lapse.
Extra red flag: The previous policy’s final month was already paid, but the new “owner” has no intention of renewing. They plan to steal loads and disappear before the next premium is due.
Hard rule for high-value loads:
Never use a carrier whose insurance is anywhere from 0–60 days old OR 0–60 days from expiring.
Recent $13M theft at a major broker? Brand new insurance policy on the MC.
Most fraudulent carriers attempting to haul high-value freight right now — the majority are running on fresh policies. This pattern shows up in nearly EVERY recent case.
If the policy is new or near expiration and the load is expensive, walk away. Dig deeper or find another carrier.
Protect your freight.
Why isn’t anyone talking about this?
The railroads, the backbone of American industrials, just reported that volume excluding coal, had the highest volume March since 2008!
Chemicals +5.5% YoY - highest ever
Grains - highest volume since 1993!
There is so much noise in the economy, but the signal says that American industry is doing fantastic.
The next billion dollar company isn't in Silicon Valley...
It's in the Norwegian Fjords.
And it's quietly building energy grids to power the 2030s.
I've been watching it for 90 days - here's how early investors can make an absolute fortune:
This is a carrier's market.
There are zero signs that things are cooling, in fact, in recent days the market has firmed significantly.
Many traffic managers at shippers have not seen a carrier's market and are unprepared. If they have refused rate concessions, they will find themselves without trucks this spring.
The US economy is gaining momentum.
Flatbed rejection rates have surged to 40%, surpassing records from 2021 at the height of COVID. This sharp increase signals booming demand for industrial freight — steel, lumber, and machinery — as carriers reject contract loads for higher-paying spot shipments. It’s a strongly bullish indicator pointing to accelerating activity in manufacturing, construction, and heavy industry across the U.S. 👇
On this day, May 16th, 1527, Florence became a Republic.
Florence has become a proof of what happens when a city chooses beauty over comfort.
Let me show you the real Florence. 🧵