The Daily | October 2, 2025
This episode conducts a deep dive into the current volatility of the freight market, focusing on how agility is the critical metric for survival and success. Using recent ATBS data, we analyze how successful owner-operators are improving their net income, despite rising fixed costs, especially maintenance, by maintaining stability and focusing on calculating their contribution margin. New tariffs on imported heavy-duty trucks are expected to curb new truck orders, leading to a predicted rise in used truck prices due to scarcity. Meanwhile, on global ocean lanes, Asia-to-US West Coast…
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