Bill Cassidy | Fuel, Freight, and the Resilience of LTL Markets
In this Freightvine podcast episode, Chief Scientist Chris Caplice interviews Bill Cassidy, Senior Editor for Trucking and Domestic Transportation at the Journal of Commerce and a transportation expert. They discuss the current "diesel squeeze," where costs jumped 32% in one month, reaching $5 per gallon instead of the expected $3.70—a devastating "black swan" event for small carriers. The collapse of Yellow allowed surviving LTL carriers to maintain pricing discipline with trending rate increases. Data center construction booms create new opportunities for flatbed and LTL carriers. Finally…
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