Episode Details

J.B. Hunt’s earnings beat and a sweeping border crackdown on cabotage signal a long-awaited market shift as capacity finally begins to tighten. The team analyzes the DOJ’s aggressive "War on Fraud" and the criminalization of operational negligence following the Baltimore bridge collapse, alongside the strategic risks of Amazon’s 30-minute delivery expansion. From the federal fuel tax debate to the rise of natural gas fleets, this briefing breaks down the high-stakes moves defining the logistics landscape in 2026.