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The freight industry’s essential weekly briefing
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FreightWaves Today
FreightWaves Today launched June 1st. The supply chain moves fast. Now your news does too. Craig Fuller and Julie Van De Kamp bring you a daily live show — real-time market analysis and interviews with the leading executives shaping freight & logistics. Live every weekday at Noon ET on FreightWaves socials and tv.freightwaves.com/today.
On The Desk
Lead Story
After a five-year wait, C.H. Robinson makes a broker acquisition
The world’s largest freight broker just ended a half-decade acquisition drought under CEO Dave Bozeman. C.H. Robinson’s move signals that the company is done playing defense and ready to grow through deal-making again — a significant shift in strategy that will put every mid-size broker on notice about what’s coming next.
Border & Trade
US revokes 20,000 visas for Mexican truckers as cabotage crackdown expands
Mexican industry officials say 20,000 truck drivers have lost their U.S. work visas since April 2025 as the crackdown on cabotage violations accelerates. For shippers relying on cross-border capacity — particularly in the high-volume Laredo corridor — fewer available drivers means tighter supply and upward pressure on rates.
Sponsored Insight
Truckstop.com
White Paper: Q2 2026 Freight Brokerage Rate Report
Featuring responses from a freight brokerage survey alongside SONAR data, the report is designed to provide intelligence that brokers can use to inform their strategies in the months ahead.
Earnings
FedEx boosts revenue behind premium parcel, freight volumes
FedEx reported strong quarterly results driven by growth in package volumes and yields as the company doubles down on high-margin logistics. The results are a useful bellwether: premium parcel demand is holding, freight is firming, and FedEx’s push to exit lower-margin business is starting to pay off.
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Fuel & Costs
Benchmark diesel price falls below $5 per gallon
The EIA benchmark used for most fuel surcharge calculations has dropped below $5 for the first time since early March — a meaningful threshold that will trigger automatic reductions in fuel surcharge tables across most carrier contracts. For shippers, the timing of your surcharge reset period matters more than ever right now.
Domestic LTL
For a 3rd month in a row, Saia opens new terminals
Saia has opened two new Midwest terminals, marking the third consecutive month of network expansion for one of LTL’s most aggressive growers. For 3PLs managing domestic freight, Saia’s footprint push is a signal worth tracking — new service points mean new lane options, and in a tightening market, having more carrier relationships in the right regions matters.
3PL Spotlight
3PL Spotlight
AI First: How Fura grew 800% during the freight slump
Fura’s CEO Jeff D’Angelo sits down with FreightWaves to walk through how his AI-first brokerage turned a $150K loss into $1M in profit — while most of the industry was bleeding out. The playbook isn’t just about tech: it’s about building an operations model where AI handles the low-value work so humans can focus on the relationships that actually close freight.
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Upcoming Events
Supply Chain AI Symposium
July 15, 2026 • Chicago, IL — The Old Post Office
Join FreightWaves in the heart of Chicago for a high-impact symposium on the real-world application of AI in global supply chains. From seed-stage founders to global enterprise providers, we’re gathering the entire supply chain ecosystem under one roof to explore how artificial intelligence is being embedded into every mile of the supply chain.
