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Craig Fuller 🛩🚛🚂⚓️

@FreightAlley115k followers

Freight affiliated media. Founder - FreightWaves: Freight market intelligence SONAR: High-frequency freight data Firecrown: enthusiast media esp. transport

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Oct 17
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Posts 98 posts
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1Apr 20, '25I enthusiastically supported Trump's victory in the November election. I thought I was voting for pro-business policies and small, targeted, and incremental tariffs that would enco157Ă—2.5M16k2k1.3k
2Oct 19, '25If I interview someone that asks about "Work-life balance", I move on.114Ă—1.8M2k73537
3Apr 27, '25đź‘€And so it begins...113Ă—1.8M37k3.9k1k
4Nov 24, '23I did CPR on a 12-yr old that was in a jet ski accident. Two jet skis collided in mid air, riding the wake off our boat. We stopped the boat. I jumped in the water and pulled her t101Ă—1.6M3.2k106143
5Apr 18, '25Many truckers I've spoken with don't realize how quickly container volumes have collapsed. Starting in May, port freight out of California will be almost eliminated. Its going to b91.4Ă—1.5M8.3k2k1.5k
6Feb 16, '23Update: I bought my 16 yr old son a tiny e-comm biz on Microacquire. He and I spend about 8 hrs per wk working on biz together (after school/wknds). Purchase price: $10k on Jan 1, 74.5Ă—1.2M5.2k1711.8k
7Mar 10, '24I wrote a letter to my wife outlining everything she needs to know about our finances, investments, and business if I were to pass suddenly. In bold letters (3x times) I wrote “do 64.9×1M1.7k61338
8Nov 4, '23The freight market is experiencing a severe recession and bloodbath. Here is a round-up of the doom and gloom headlines that have occurred in one of the worst downturns in freight 62.7Ă—1M2.4k5831.1k
9Jul 21, '2330,000 employees will likely be laid off next week when Yellow, the 3rd largest trucking company in the US, shutters its doors after nearly 100 years. RIP Yellow, Roadway, USF, New60.3Ă—969k1.5k361127
10Jun 1, '25The Chinese have developed containers that will launch attack drone swarms that they plan to use against the US in the event of a war. These containers will be placed on commercial51.9Ă—834k2k640327
11Apr 26, '25Welcome to the hotel China, you can check out anytime you like, but you can never leave.48.7Ă—782k11k1k792
12Sep 8, '23I bought my 16 year-old son a small e-commerce business for $10k on . We work on it after school. It did $6k in revenue before we purchased it in January and it just passed the $5047.6Ă—765k1.5k851.1k
13Sep 23, '25Trucking has been in my family since the 1960’s. We’ve lived through multiple cycles: Trucking deregulation, oil crisis, stagflation, the S&L collapse, Gulf War, Sept 11, and the f46.9×753k3.4k702849
14Apr 24, '25Trucking volumes down 8.3% month over month... We are approaching COVID low levels in trucking. The market continues to stall.44.3Ă—711k1.4k355291
15Apr 9, '25Trump just nuked Temu and Shein It will now cost $75 per postal item. On June 1, it will go to $150 per postal item.43Ă—691k5.1k929557
16May 6, '23A Taylor Swift concert is a combination of music concert and broadway play costing over $100M. Ever wonder what the logistics is for the one of the most expensive concert tours in 41.4Ă—665k1.2k168500
17May 13, '23"Worst freight market since the Great Financial Crisis." This statement is common across social media. Now we have some evidence to support it. The worst trucking market prior to t38.2Ă—614k794187229
18Apr 19, '25Cleveland, Ohio is experiencing one of the most significant YoY trucking volume drops of major manufacturing cities. Down 35% YoY.29.3Ă—471k1.2k241170
19Apr 28, '25Oh Canada! The ships that were headed to Seattle are now moving to Vancouver.28.9Ă—464k4.9k1.2k207
20Apr 27, '25If true, this suggests that the Big Box retailers anticipate (or know) that tariffs with China are in for a quick reset in the coming days or weeks.28.4Ă—457k1.8k260264
21Apr 28, '25Apollo predicts a recession (and stagflation) coming to the US by June with mass layoffs in trucking and retail26.8Ă—430k3.8k7931.1k
22May 14, '23$1.12 trillion worth of student loans remain in forbearance, meaning that payments have been temporarily paused. On July 1, 2023, the student loan forbearance program ends & paymen26.5Ă—425k793124120
23Apr 24, '25Import volumes will start drying up the first week of May. Companies tied to imports: port operators, truckers, warehouses, forwarders, and railroads will all struggle. Layoffs the25.9Ă—416k4.8k962672
24Apr 27, '25I was at a fundraiser tonight for the local hospital. Spoke with dozens of business owners, many had different stories about how tariffs are impacting their business: 1 - Logistics23.8Ă—382k2.1k596541
25Oct 29, '25First thing you discover when you move to Texas is that it is not a low tax state.23.2Ă—372k4.5k216258
26Nov 7, '23Last June, FreightWaves issued a report that stated that "imports were dropping off a cliff." Stifel wrote a damning rebuttal, accusing FreightWaves of greatly exaggerating the slo22.7Ă—365k976148160
27Sep 7, '25Alan Greenspan used to track cardboard boxes and trucking volumes as a barometer of the US economy. Cardboard and package materials have dropped to 2015 levels. 1/21.9Ă—352k7k1.5k1.2k
28Jun 9, '23Commercial pilots now make more than doctors or lawyers and enter their aviation career with far less debt and more earnings years than either.21.8Ă—350k85612597
29Nov 5, '25The economy is in far worse shape than most realize21.1Ă—339k2.1k130194
30Oct 5, '25There will be a surge of trucking bankruptcies over the next year. Many of the small and midsize truckers hired non-domiciled CDLs and drivers without work permits. The Administrat20.9Ă—336k1.6k336266
31Sep 27, '23Dave Clark moved his Flexport journey from “experience” to “education” on LinkedIn19.8×318k8263055
33Oct 27, '25Trucking freight volumes, a signal for the goods economy are a dumpster fire right now (-17% YoY)19.3Ă—310k1.5k340243
34Apr 19, '25Domestic freight out of LA is at the weakest levels (seasonally adjusted) it has been since 2020. Up till now, the "Liberation day tariffs" have not been a factor in declining volu19.2Ă—309k1.9k391291
35Apr 27, '25For the past 3 years, many trucking companies have been running at or below breakeven. But at least, there has been enough freight to generate cash flow to keep them alive. That wo18.1Ă—290k5.2k1k416
36May 3, '25The stock market and Main Street often diverge. Public freight companies, small businesses, port operators, and supply chain management professionals all agree - the goods economy 17.6Ă—283k921148128
37Jun 14, '25I used to get about 4-5 hours of sleep per night. I tried everything - melatonin, CBD, exercise, and showers before bed. It never made much of a difference. I also tried Ambien,Tyl17Ă—273k1.3k37922
38Apr 24, '25Trucking volumes out of Los Angeles are equivalent to Thanksgiving and close to Christmas. Thanksgiving and Christmas are typically the lowest volume days of the year. Truckers sho15.3Ă—245k2.2k387338
39Oct 13, '25We built the atomic bomb in 4 years. We can handle refining rare earths14.9Ă—240k2.7k162120
40Apr 24, '25Year-over-year trucking activity out of Los Angeles down 23%. It will likely drop to 50% in the coming weeks if there isn't trade war resolution. Massive layoffs coming to the West14.7Ă—236k1.1k291161
41Apr 26, '25The warnings from public trucking companies, including LTL providers, tells us that the Trade War is about to take a massive toll on the economy. Most Americans are blissfully igno14.1Ă—227k2.1k437212
42Oct 27, '25Hold on to your hat. The bottom is about to fall out of the trucking market. The consumers that receive SNAP benefits have the highest velocity of money in the goods economy. Durin13.3Ă—214k1.2k180196
43Aug 1, '25The freight market has been sending flashing warning signs since mid February. But since the stock market has been rallying and government data has been wrong, no one has noticed t13Ă—209k1.1k239186
44Apr 16, '25I was pro-tariff when I thought we were getting 10% on the world and 20% on China. 145% on China is too much, too fast.13Ă—209k1k4266
45Apr 16, '25As shared with me today “This is COVID level supply chain collapse without the Fed.”12.8×206k975137160
46Oct 9, '25An insurance executive told me that he expects new trucking and brokerage policies will forbid hiring non domiciled CDLs. “It’s all over.”12.7×204k6.7k588203
47Apr 8, '25I worry that Trump has backed himself into a corner with 104% tariffs. China is going to respond with additional retaliation. This is a country that shut off their entire economy a12Ă—192k3.5k220154
48Sep 29, '25No country has been impacted by trade with the US this year as much as India has. -35% since the end of August11.8Ă—189k838164148
49Apr 7, '25For those who say Trump has no plan, I strongly recommend reading the November 2024 white paper by Dr. Stephen Miran, the Chairman of Trump's Council of Economic Advisors. This is 11.7Ă—188k1.7k2211.5k
50Apr 28, '25Canada looking to wipe out its auto sector11.3Ă—182k1k9342
51Apr 28, '25The 2nd largest port in the US is expecting container volumes to drop by 40% YoY, starting this coming Friday.10.6Ă—171k1.7k410176
52Sep 25, '25Japan had a 1200 year ban on the consumption of meat. While it was described as a religious practice, there was also an economic purpose. The rulers did not want to dedicate any la10.5Ă—168k944103440
53Sep 26, '2599.9% of the heavy duty trucks sold in the US are manufactured in North America. While trucks are produced in Mexico or Canada (thnx FreightX for the reminder), they should be cove10.3Ă—166k841145114
54Apr 24, '2580 %+ of the trucking industry voted for Trump, but they will also be among the first victims of the trade war.10.1Ă—162k2k421185
55May 10, '25Our Disney World host pointing out the light crowds, “notice how empty the park is compared to a year ago?” Tells me that attendance is down 14% YoY, almost all international visit9.4×151k1.3k14968
56Oct 27, '25Trucking company commits one of the most horrific accidents caught on dashcam in history. Firm shutters the old brand and will likely bankrupt that entity. Relaunches as a new one,8.9Ă—144k3.7k1.5k188
57Nov 6, '25Consumers are out of money8.6Ă—138k2.5k361230
58Dec 30, '23Married pilots know the struggle8.3Ă—134k8585742
59Apr 19, '25The great news is that the Administration can easily reverse the damage by simply saying: Tariffs on Chinese imports: 25% for 2025 50% in 2026 100% in 2027 200% in 2028. Importers 8.0Ă—129k9507184
60Sep 19, '24Never fails. After hours -10.5%7.8Ă—125k9227225
61Oct 3, '25The Mag7 have driven 60% of the S&P 500 gains in 2025. Combined, these firms employ just 1.6m Americans. The logistics, construction, manufacturing, auto, and energy sectors employ7.6Ă—122k1.1k165185
62Oct 3, '25It’s not a silent recession. It’s just that the stock market, Fed, Administration, and Congress are so disconnected from Main Street that they have zero idea that the economy is cr7.4×118k1.3k179121
63May 2, '25200 employee trucking company files for bankruptcy Trade recession going to take down a number of carriers7.3Ă—116k1.6k49789
64Apr 28, '25Today, I spoke with a 35-year manufacturer of radio switching equipment (radios that go into all sorts of remote-controlled products). Nearly all of their components are sourced fr7.0Ă—112k1.1k214126
65Sep 13, '25Founded by Abraham Lincoln, Union Pacific has higher operating margins than Microsoft, Apple, and Google and will likely outlast them all.6.8Ă—109k1.3k64339
66Oct 7, '25We are now hearing reports of immigrant truckers ditching their trucks on the side of the highway and calling the owners to tell them where to pick them up.6.6Ă—106k1.6k21279
67Apr 14, '25The most dangerous time to fly in an airplane? Right after an annual inspection (this isn't just my opinion; it's well documented, but here is my experience). Every year, an aircra6.5Ă—105k1.1k76191
68Apr 27, '25Truckers should avoid taking loads to Southern California until further notice. Trucking freight out of Southern California is already running at multi-year lows, and mid-week is w6.3Ă—101k1.1k169115
69Oct 24, '25We've all been lied to. The American Truck Association (ATA) told Congress and the public that there was an endless truck driver shortage. During COVID, when supply chains got over6.2Ă—100k1.6k408147
70Nov 7, '25Sorry man, the economy is not reaccelerating. This is a high-frequency chart of the goods economy, and index of the number of goods shipped through the US domestic economy. Down 156.2Ă—99k894121104
71Apr 28, '25China was 2% of global GDP in 1980. Today it is 18%. The vast majority of the industries that China now leads were created in the United States and Europe, often through the theft 6.0Ă—97k819115115
72Sep 22, '25This is where all the freight has gone...5.8Ă—94k1.7k13674
73Aug 1, '25Bankruptcy reports are accelerating… That’s 5 trucking bankruptcy reports this week. The Great Purge continues5.8×93k1.3k324130
74Oct 12, '25If you want to know how the economy is actually doing, ignore "retail sales" or "credit card consumption" data. These data sources are distorted by inflation, after all, if a produ5.7Ă—92k829129234
75Oct 9, '25Trucking lawyer advises all trucking companies and brokers to cease working with all non-domiciled CDLs immediately. In his view, plantiffs attorneys will scorch any broker or carr5.3Ă—85k2.4k48470
76Nov 7, '25The worst part of this economic slowdown is that the people that could do something about it are completely unaware/uninterested in doing so. Everything is about "AI". The Fed, Adm5.1Ă—82k81712450
77Apr 10, '22This a chart of freight demand for the US contract truckload market. March 8 was the "cliff" in freight demand. Its unlike anything we've seen before. Rapid deterioration in nation5.0Ă—02.8k676388
79Oct 3, '25Truckers say the same thing4.7Ă—76k1.1k9994
80Sep 7, '25Intl postal volumes to US down 81%. This is going to have a big earnings drag on international airline revenues, as a signficant portion of belly cargo is dedicated to parcels.4.7Ă—75k1.1k232119
81Oct 9, '25A large transportation company told me today that shippers are now refusing to load or receive any non-compliant driver because ICE is showing up at their warehouses and doing onsi4.6Ă—74k2.7k42392
82Oct 26, '2523-year trucking veteran and DOT consultant recommends that all CDLs should be issued by USDOT, eliminating the states involvement altogether.4.6Ă—74k3k65561
83Oct 5, '25As a libertarian, I was always been pro immigration and have an enormous amount of empathy for people that are born in very poor and unstable countries. I know how fortunate I am t4.4Ă—71k1.2k14380
84Jun 17DOT selected SONAR to help it monitor the safety, security, and economic viability of the freight market. We are excited to help DOT execute their mission and monitor market health4.3Ă—69k9476
85Sep 20, '25The trucking industry has experienced one of the biggest recessions in history. The primary cause: too much trucking capacity. One of the sources of capacity are the surge of unreg3.9Ă—63k1.3k25891
86Oct 25, '25Fatality rates involving heavy-duty trucks have increased by 40% over the past decade. Culprit: the elimination of training standards and issuance of a CDL to anyone.3.9Ă—62k1.7k44059
87Dec 13, '22Just signed an LOI to purchase my 16-year-old a tiny eCommerce business on Microacquire. This is going to be more educational than anything he will learn in school.3.3Ă—02.2k82508
88Oct 13, '25I was speaking with a member of the Fed staff today who brought up the truckers with “no name given” on their CDL. Fed data officials have become increasingly aware that there isn’3.1×50k1.7k29559
89Jun 5, '25We are learning what having FU money gives you2.7Ă—43k8054420
90Apr 12, '22Over the next decade, China will lose its status as the world's manufacturing hub, while America will retain its status as the global reserve currency. Supply chains are going to r2.7Ă—01.8k13480
91Oct 31, '25The DOT Secretary pushes back on a reporter who claims there is a truck driver shortage. He understands what happened: low cost labor destroyed the economics of the trucking indust2.6Ă—42k1.2k30860
92Sep 22, '25Companies don’t add jobs when they have no confidence in the direction of the economy or their own business2.6×41k84412845
93Nov 5, '25If you didn’t think AI was a bubble before, here is your proof2.4×38k1.2k10423
94Oct 7, '25Multiple stories today of motor carriers that bring truckers in on tourist visas, they drive for 90 days and then leave. They make enough money during that period to support their 2.3Ă—36k81420159
95Oct 6, '25When people talk about fraud and illegal trucker operators, people immediately assume that I’m referring to Latinos. I’m not. In my experience, Latinos are often so petrified to ge2.2×36k85410948
96Aug 1, '2410 years sober today. Best decade of my life. The boys and I jaunted over to Iceland to celebrate.2.0Ă—32k83576
97Apr 10, '22The only thing surprising about the freight market slowdown is the speed at which its unfolding. The supply chain "bullwhip effect" is both predictable and was expected. The surge 1.5Ă—0906165163
98Apr 6, '22"The driver shortage" narrative over the past two years has caused the largest amount of startup trucking fleets in history. This is not a meme stock - these are actual entrepreneu1.5Ă—0838174159
100Apr 5, '22I can't remember a time in history, when the yoy comparison for tender rejections rates were red in EVERY SINGLE MARKET. Trucking capacity is loosening in every market across the U1.4Ă—0790143135
101Apr 26, '22This is Mexico's moment to steal manufacturing market share from China.1.0Ă—08166911

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