Thomas Wasson

In this week's Loaded and Rolling newsletter: - Marten reports a Q1 slump as operating ratio deteriorates - Midwest states test autonomous truck platooning - Cass March data suggests freight volumes in tariff crosshairs https://t.co/t2XTUHyw1y

RT @Gatik_AI: Validating our Safety Assessment Framework is an exhaustive, rigorous process, but it’s something that can't be rushed: safet…

Tariff-related uncertainty continues to weigh on the dry van segment, which, compared to the previous year, is in a better pricing situation despite a deterioration in load tender volumes. The past week saw dry van outbound tender rejection rates fall 33 basis points from 5.52% https://t.co/g2CEwhcD8Y

In this week's Truck Tech newsletter: - Tesla Semi deliveries delayed again - Nikola founder Trevor Milton looks to buy his bankrupt startup’s assets - Former Canoo CEO wins battle over bankrupt company’s assets https://t.co/OfqCHF8oIQ

The addition, removal, and escalation of certain tariffs over the past week was not enough to meaningfully move spot market rates. Flatbed and reefer spot rates remained mostly flat with minor movement in the dry van space. The SONAR National Truckload Index 7-Day Average saw https://t.co/zJzpElqM0F

A monthslong decline in dry van outbound tender volumes continued while dry van outbound tender rejection rates remained mostly flat in the past week, with the recent announcement of additional tariffs causing more uncertainty for the full truckload segment. Dry van outbound https://t.co/kYCj0taBdW

In this week's Loaded and Rolling newsletter: - C.R. England adopts driver-facing cameras - 100-year-old federal excise tax on heavy-duty trucks under scrutiny again - March preliminary Class 8 orders retreat further https://t.co/MMIzuB529x https://t.co/FmEjAHXdi8

RT @adamlwingfield: About 10% of all available freight to move for hire, ends up on a load board…. The majority is handled by committed ca…

Fun fact, according to FTR Transportation Intelligence, "about 40% of U.S. Class 8 trucks are produced in Mexico, and roughly 65% of Canada’s Class 8 trucks are assembled in the U.S." Next thing to watch will be the impacts on tariffs for raw materials used in making a Class 8

Craig Fuller 🛩🚛🚂⚓️ @FreightAlley

Huge win for supply chains in having USMCA being exempt from tariffs. This will help American manufacturers by preserving material and component flows across the borders.

RT @WhiteHouse: LIBERATION DAY RECIPROCAL TARIFFS 🇺🇸 https://t.co/ODckbUWKvO

For the dry van segment, the first weeks of spring brought little change in tender rejection and volume rates with the past week seeing little movement. On a positive note, compared to the previous year, dry van conditions are more favorable for carriers despite lower dry van https://t.co/u7a3cBdJB3

When you accidentally learn freight Santa isn’t real. https://t.co/mk2TUkIpTx

Drive Line @drivelinelive

ChatGPT’s rendering of @lostisreed is pretty dang funny 😆 https://t.co/D0CZmO9SCA

RT @freightecon: #Tariffs on motor vehicles will likely affect #trucks 🧵 Over the last two decades, domestic sales of heavy duty trucks ha…

The past week saw a rapid uptick in flatbed outbound tender rejection rates as what appears to be tariff-related impacts are having an outsize impact on the open deck contract space. FOTRI surged 2,073 basis points w/w from 20.11% on March 20 to 40.84%. Flatbed all-in spot rates https://t.co/FZc2TnKxrC

https://t.co/FG2leYLaSt

Big news for the founder of Nikola Motors. I’m going to be really mad if someone doesn’t try to make an HBO limited series based on the saga.

Trevor Milton @nikolatrevor

Today I was issued a full and unconditional pardon by @realDonaldTrump himself. He called me personally to tell me. This pardon is not just about me—it’s about every American who has been railroaded by the government, and unfortunately, that’s a lot of people. It is no wonder https://t.co/qpT0jjI6Fy

For cars and robo-taxies I’ve been told LiDAR adds too much cost compared to the benefits. Cameras work well enough for city streets and urban areas. Where LiDAR works well is commercial vehicles like trucking who operate mostly on highways and an 80,000 fully laden tractor

Mario Nawfal @MarioNawfal

🚨WHY TESLA SKIPPED LiDAR FOR SELF-DRIVING LiDAR builds detailed 3D maps—but it relies on static models of a dynamic world. It can’t scale, struggles in poor weather, and fails when real-world conditions shift. Tesla’s vision-based system mimics human perception, using cameras https://t.co/YqYWuSCFsn