Episode Details

Regulatory pressure is mounting as the FMCSA codifies English proficiency and ELD compliance, signaling a "consolidation of quality" across the industry. From PAL’s massive acquisition of Hansen and Adkins to the strategic risks of the "Suez Gambit" and a dwindling Strategic Petroleum Reserve, we analyze the high-stakes shifts in capacity and energy. Plus, we dive into the Spot Rate Tape to break down the white-hot steel corridors of the Great Lakes.