The NEARS.ORG Podcast

The Tony and Jason Show Summer Special 2026

45 min · I går
episode The Tony and Jason Show Summer Special 2026 cover

Beskrivelse

The State of Freight: Rail, Trucking & North American Trade with Anthony Hatch and Jason Seidl In the latest episode of the NEARS Podcast, host John Meyers is joined by two of the transportation industry’s most respected analysts—Anthony Hatch (rail industry analyst) and Jason Seidl (transportation analyst)—for an insightful discussion on where freight markets are headed during the second half of 2026. The conversation begins with Anthony Hatch’s assessment of the rail industry, highlighting continued resilience in intermodal traffic while cautioning that some recent growth may not be permanent. He discusses how international trade policy, particularly evolving relationships with Canada and Mexico, could reshape freight flows and impact North American railroads that have long benefited from integrated cross-border commerce. Jason Seidl then examines the trucking industry, explaining how years of capacity reductions are beginning to rebalance the market. He outlines why truckload pricing appears positioned for a stronger, longer recovery if the broader economy remains stable, while also exploring how excess capacity continues to influence the LTL market following major industry consolidation. Additional topics include: * Rail vs. truck market dynamics * Intermodal’s evolving role in North American logistics * Truckload capacity and rate outlook * LTL market recovery and competitive landscape * Cross-border trade with Canada and Mexico * Economic factors shaping freight demand * What shippers, carriers, railroads, and logistics providers should watch during the remainder of 2026 Whether you’re a rail executive, shipper, carrier, broker, or logistics professional, this episode provides practical market intelligence from two of the industry’s most trusted voices.

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episode The Tony and Jason Show Summer Special 2026 cover

The Tony and Jason Show Summer Special 2026

The State of Freight: Rail, Trucking & North American Trade with Anthony Hatch and Jason Seidl In the latest episode of the NEARS Podcast, host John Meyers is joined by two of the transportation industry’s most respected analysts—Anthony Hatch (rail industry analyst) and Jason Seidl (transportation analyst)—for an insightful discussion on where freight markets are headed during the second half of 2026. The conversation begins with Anthony Hatch’s assessment of the rail industry, highlighting continued resilience in intermodal traffic while cautioning that some recent growth may not be permanent. He discusses how international trade policy, particularly evolving relationships with Canada and Mexico, could reshape freight flows and impact North American railroads that have long benefited from integrated cross-border commerce. Jason Seidl then examines the trucking industry, explaining how years of capacity reductions are beginning to rebalance the market. He outlines why truckload pricing appears positioned for a stronger, longer recovery if the broader economy remains stable, while also exploring how excess capacity continues to influence the LTL market following major industry consolidation. Additional topics include: * Rail vs. truck market dynamics * Intermodal’s evolving role in North American logistics * Truckload capacity and rate outlook * LTL market recovery and competitive landscape * Cross-border trade with Canada and Mexico * Economic factors shaping freight demand * What shippers, carriers, railroads, and logistics providers should watch during the remainder of 2026 Whether you’re a rail executive, shipper, carrier, broker, or logistics professional, this episode provides practical market intelligence from two of the industry’s most trusted voices.

I går45 min