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The global supply chain is facing another major test as tensions around the Strait of Hormuz continue to evolve. On today's FreightWaves Today, Craig Fuller and Joey discuss the latest developments after President Trump reverses course on a proposed transit fee and instead announces a blockade targeting Iranian trade. What does it mean for oil prices, diesel costs, ocean shipping, and the broader freight market?
Joining the show:
🚛 Syd Brown, CEO of NFI
* Why NFI exited the one-way truckload business
* How dedicated fleets and warehousing transformed the company into a $3.8 billion logistics powerhouse
* Why driver shortages are returning
* The impact of freight fraud and stricter carrier enforcement
* Why safety investments are becoming a competitive advantage
* How shippers are responding as freight capacity tightens
🌍 Stuart Chirls, FreightWaves International Reporter
* Breaking down the latest developments in the Strait of Hormuz
* What a potential blockade means for global trade
* Rising ocean freight rates and supply chain disruptions
* Why importers are front-loading freight ahead of additional uncertainty
* The growing importance of alternative shipping routes through the Middle East
🤖 Jake Dettmer, SVP of Product at Optimal Dynamics
* Using AI to optimize freight acceptance before dispatch
* Why maximizing revenue matters more than minimizing empty miles
* Forward-looking fleet optimization strategies
* The future of AI-powered trucking operations
* Is AI in logistics entering a bubble—or just getting started?
⛽ John Kingston, FreightWaves Energy Expert
* Weekly diesel price update
* How geopolitical tensions are impacting fuel markets
* What trucking companies should expect from diesel prices in the weeks ahead
🌊 Captain Rahul Khanna, Global Head of Marine Risk Consulting at Allianz Commercial
* How geopolitical tensions are reshaping global maritime risk
* The insurance industry's perspective on disruptions in the Strait of Hormuz
* The biggest threats facing global shipping today
* How shipping companies are preparing for increased security and operational risks
* What cargo owners, carriers, and logistics providers should watch as global trade routes evolve
* Why marine risk has become one of the most critical factors in supply chain resilience
📰 Top stories covered:
* Project44 splits into two companies with the launch of LSP44
* AI-native logistics technology and the future of transportation management
* Risinger Brothers driver classification lawsuit receives class-action status
* Freight market conditions continue tightening
* Driver recruiting challenges return as regulatory enforcement increases
* Intermodal volumes continue climbing
* Why shippers may soon face higher transportation costs
Whether you're a carrier, broker, shipper, owner-operator, or logistics technology leader, this episode breaks down the biggest freight, supply chain, transportation, and economic stories shaping the industry today.
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