Amazon Launches External LTL, Maersk Cuts Asia-US Flights, & Storm Fern Fallout | The Daily

In this episode, we break down how severe winter weather has upended the freight market, causing tender rejections to spike well above holiday peaks. Recent data indicates that Winter Storm Fern caused massive disruption, revealing a truckload market that is far more volatile than seen in previous years. We also discuss reports that Amazon is preparing to launch its external LTL service this summer, targeting specific shippers to build density. Analysts suggest Amazon has already contacted a significant portion of the market, signaling a move that could be highly disruptive to incumbent carriers. The conversation shifts to the sky, where Maersk Air Cargo is canceling its Asia-US flights to focus on more efficient aircraft. Sources indicate that Amazon is the likely buyer for the fleet of Boeing 767 freighters as Maersk terminates its contract with Amerijet. Finally, we examine a controversial Arizona bill targeting fake CDLs that would allow law enforcement to seize vehicles from non-compliant carriers. This state-level push highlights a broader federal enforcement gap, where limited verification mechanisms allow dangerous drivers to simply ignore out-of-service orders. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices