Episode Details

Global trade enters a "heart attack" phase as the closure of the Strait of Hormuz sends shockwaves through the supply chain, forcing a hard pivot toward domestic resilience and heavy-duty innovation. We analyze the $12 billion Thoma Bravo mega-merger, the rise of agentic AI in freight tracking, and the debut of "land-trains" like Kenworth’s C580 and Elemental’s 140,000-pound hydrogen beast. With capacity tightening and New York’s congestion pricing upheld, discover why the freight recession is officially over—and why the recovery will be a high-stakes ride.