John Paul Hampstead

Chattanooga

Strategic Analyst at FreightWaves

strategy @FreightWaves / previously @UMich / charts of supply chain and transportation data

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Articles

The first tropical storm of the 2025 hurricane season is here

4 days ago | freightwaves.com | John Paul Hampstead

In the early hours of Tuesday morning, the National Hurricane Center announced the formation of Tropical Storm Andrea, the first named storm of the 2025 Atlantic hurricane season. Located in the central Atlantic, Andrea emerged after capitalizing on a fleeting window of favorable atmospheric conditions. Forecasters note that the storm is currently situated approximately 2,000 miles away from Florida, moving northeast at speeds between 15 and 20 mph.
Prepare for a hot, tight July 4th freight market

4 days ago | freightwaves.com | John Paul Hampstead

Trucking carriers operating in the spot market should see a nice payday if they choose loads carefully in the lead-up to the July 4th holiday, based on SONAR freight market data, while freight brokers need to stay in touch with their customers to protect their margins against potentially surging spot rates. The U.S. truckload market is currently navigating a complex landscape marked by economic uncertainty and fluctuating demand, as indicated by recent trends in tender rejections and spot rates.
C.H. Robinson will use AI agents to classify LTL freight

1 week ago | freightwaves.com | John Paul Hampstead

Global logistics provider C.H. Robinson has announced the launch of a pioneering AI agent designed to adapt to the upcoming changes in the National Motor Freight Classification (NMFC) system for less-than-truckload (LTL) freight.
project44 unveils Movement: a revolutionary Decision Intelligence Platform for supply chain management

1 week ago | freightwaves.com | John Paul Hampstead

In a major advancement for global supply chain technology, project44 has launched Movement, a comprehensive Decision Intelligence Platform that transforms how businesses manage their supply chains. Project44 has spent years painstakingly stitching together a web of APIs connecting thousands of supply chain participants.
CarrierSource launches Shipper Intent Data to revolutionize freight sales

2 weeks ago | freightwaves.com | John Paul Hampstead

CarrierSource, the leading platform for transparent carrier and brokerage reviews in the logistics industry, has announced the release of its groundbreaking new feature, Shipper Intent Data. Co-founded by Rob Light and Clara Flaherty in 2020, CarrierSource has established itself as a powerful resource to help shippers find the right trucking capacity where and when they need it.
Analyst on X: Trucking is set up for inflationary cycle

3 weeks ago | freightwaves.com | John Paul Hampstead

Market analyst May Ling (@MarketswithMay) recently highlighted an intriguing trend in the trucking industry through her X (formerly Twitter) post, drawing attention to logistics as a significant component of the Producer Price Index (PPI). Her observations come at a pivotal time for the transportation sector, which has experienced dramatic fluctuations since the COVID-19 pandemic.
How GM + Nvidia are changing the face of the automotive industry

3 weeks ago | freightwaves.com | John Paul Hampstead

General Motors is making significant strides in revolutionizing its manufacturing processes through a new partnership with chipmaker Nvidia. Announced in March, the collaboration aims to harness the power of artificial intelligence to enhance automation, cut costs and improve efficiency across GM’s factories. At the heart of this partnership is Nvidia’s advanced computing technology, which GM is leveraging to build custom AI systems for its manufacturing operations.
Truckload’s path to equilibrium

3 weeks ago | freightwaves.com | John Paul Hampstead

The U.S. truckload market has undergone significant transformation since the COVID-19 pandemic, with the industry experiencing dramatic swings in capacity, demand and pricing. In the aftermath of the pandemic, the truckload market found itself awash in excess capacity. This oversupply stemmed from a combination of factors, including the entry of new carriers during the pandemic-era freight boom and subsequent softening of demand as consumer spending patterns normalized.
Why Craig Fuller is bullish on the second half of 2025

1 month ago | freightwaves.com | John Paul Hampstead

Supply chains are in a time of exceptional uncertainty, says Craig Fuller. “You never know with Trump whether he’ll go through with it. But they could agree to do something. You just never know. That’s the problem,” said the founder and CEO of FreightWaves, speaking on the unpredictable nature of tariff announcements that are reshaping global supply chains. Fuller recently appeared on “Street Signals,” a weekly podcast produced by State Street Markets that explores markets and macroeconomic trends.
Bonus depreciation for manufacturing plants now!

1 month ago | freightwaves.com | John Paul Hampstead

President Donald Trump’s “big, beautiful” budget bill could dramatically accelerate investments in domestic manufacturing by allowing companies to fully depreciate their production facilities in the first year, but the bill is under threat in Congress from Republicans concerned about its impact on the federal debt.