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- đŁ Broken Roads
đŁ Broken Roads

Happy Hump Day. America's roads just got graded, and itâs not pretty. A new report shows deteriorating conditions that impact the freight industry.
Plus:
đ Cass Freight Index: March a Mixed Bag
đ¨đł China Freezes Rare Earth Exports
đŞ TransLoop Climbs Broker Rankings
and more...

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đ WHATâS COOKINâ IN FREIGHT

Image Source: Cass Information Systems
đ Cass Freight Index Reveals Uneven March Trends. The Cass Freight Index reported mixed results for March, reflecting flat month-to-month shipment volume and a 3.5% year-over-year decline. Seasonally adjusted, shipments dropped 2.1% from February and 8.7% over two years. Despite a 2.8% monthly rise, freight expenditures fell 2.0% annually, tied to lower volumes and a 3.5% rise in inferred rates. Tim Denoyer, ACT Research Vice President and Senior Analyst, expects short-term volume boosts from pre-tariff activity, though ongoing trade tensions and tariff impacts may prolong the âfor-hire freight recession.â Denoyer attributed the yearly decrease to reduced shipment volumesâevident in the 3.5% drop in annual shipmentsâas well as a 3.5% annual rise in inferred rates in March.
đ¨đł China Freezes Rare Earth Exports. China just hit back at Trumpâs new tariffs by cutting off exports of rare earth minerals and magnetsâstuff thatâs essential for EVs, drones, semiconductors, and military gear. These materials mostly come from China, and now they wonât ship without a special license. Problem is, thereâs no real system in place yet to get those licenses. So ports are frozen, supply chains are scrambling, and U.S. factories (especially auto and defense) might be in trouble soon. Itâs a clear sign: Chinaâs not afraid to use its grip on critical materials to push back.
đŞ TransLoop Rising Up The Ranks. TransLoop, a Chicago based freight brokerage, has jumped nine spots to #86 on Transport Topicsâ 2025 Top 100 Freight Brokerage Firms list. Amid high-profile stumbles from peers like Convoyâs shutdown and Uber Freightâs ongoing profitability woes, TransLoopâs 51.5% sales growth and 36.1% shipment increase in Q1 magnify its momentum. Founded in 2019, the company emphasizes tech-driven transparency and strong partnerships, growing its team by 44% this year alone. CEO Nicholas Reasoner credits their rapid ascent to focused execution and a long-term vision: to become the #1 freight brokerage in the U.S.
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Americaâs Roads Get a D+

The 2025 Infrastructure Report Card is in: the American Society of Civil Engineers (ASCE) upgraded the U.S. road system from a D to a D+.
39% of Roads Are Still in Bad Shape

Image Source: ASCE 2025 Infrastructure Report
Even after billions in federal infrastructure funding, 39% of major U.S. roads remain in poor or mediocre condition, costing logistics billions a yearâ.
âOur national roadways remain underfunded and under-maintained,â ASCE wrote. âOur system is stuck playing catch-up.â
Roads Drag While Ports Get the Spotlight
Americaâs ports earned a B, up from a Bâ in 2021, thanks to targeted funding and improved throughput. But the inland journey? Still rough.
Better port capacity doesnât always mean smoother freight flowsânot when the inland infrastructure connecting those ports to warehouses, rail hubs, and final destinations is still lagging.
A container may leave the Port of Los Angeles efficiently, but still face hours of delay in the Central Valley due to road closures, congestion, or infrastructure issues that force detours.
Freight moved by truck is projected to grow 91% by value by 2050
$3.1B in annual truck-related road repair costs are tied to poor road conditions
47% of roadway fatalities occur in rural areas
"In 2022, 5,837 trucks were involved in a fatal crash, a 1.8% increase from 2021 and a 41.6% increase since 2012."
ASCE notes that âmore than 207,000 miles of roads have been improvedâ since the 2021 infrastructure law passed. But a $1.242 trillion investment gap remains, and much of the improvement has yet to touch the truckload corridors brokers depend on.

The U.S. needs $3.5 trillion to properly maintain and upgrade its surface transportation infrastructure through 2033. Image Source: ASCE 2025 Infrastructure Report
Rail Grade High, But Bottlenecks Persist
Rail also held a strong B grade on the 2025 Report Card.
The U.S. freight rail system moves 40% of long-distance freight volume
Class I railroads invested $250B over the past decade in infrastructure and tech
Yet key constraints persist at intermodal terminals, where congestion slows transfers between truck and rail
Even with robust investment and modernization, coordination between modes remains a sticking point.
What's Next?

Since stepping into the role, U.S. Transportation Secretary Sean Duffy has made it clear: the focus is on traditional infrastructure and getting things built faster, particularly roads, bridges, and highways.
âWeâre working to streamline the process for the statesâto take off as much weight as possible so they can build faster and spend more time turning dirt and less time doing paperwork.â â Sean Duffy, U.S. Secretary of Transportation
Duffy's infrastructure priorities include:
Accelerating Project Timelines: Reducing red tape to get federal dollars moving faster
Clearing the Grant Backlog: Addressing over 3,200 projects awaiting DOT approval
Refocusing on Roads: Prioritizing highway and bridge improvements that âmove people and commerceâ
Empowering States: Giving states more autonomy to manage and expedite local infrastructure builds
At the end of the day, supply chains move at the speed of infrastructure. You can have the best tech and fastest networkâbut if the roads suck, so does your ETA.
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đ AROUND THE FREIGHT WEB

Image Source: Valuetainment
đ¤ Making Moves. Kodiak Robotics is going public through a $2.5 billion merger with Ares Acquisition Corp II, accelerating its go-to-market strategy with aim of being a publicly traded autonomous truck company soon.
đ§ž Bookkeeper Stole $4M from NJ Trucking Company. A New Jersey bookkeeper admitted to stealing $4 million from West End Express over six years to fund a gambling habit.
đŤ Truck Parking Crackdown. San Antonio will limit legal truck parking in response to 311 complaints. Areas that were once legal are now banned for trucks based on residents' complaints to the city.
đ Tomato Tariffs. The White House is enforcing a 21% tariff on tomatoes from Mexico, starting July 14. The Commerce Department said, âThis action will allow U.S. tomato growers to compete fairly in the marketplace.â
đ˘ď¸ Diesel Prices Dip. National diesel prices fell by 6 cents to $3.579 per gallon. A gallon of fuel now costs 43.6 cents less than it did around this time last year.
đ° Tariffs Boost Financing Talk. New tariffs could drive more businesses to explore financing options in supply chains, as businesses work to create capital while being faced with increasing costs, according to a Wells Fargo executive.
đŁ THE FREIGHT CAVIAR CORNER

After months in the making, we've launched the FreightCaviar Forum, a space built for brokers, carriers, dispatchers, and freight tech to connect, share, and learn from one another. Sign up now here.
The FreightCaviar Podcast: In this weekâs episode of the FreightCaviar Podcast, we sat down with Sarah Ruffcorn, President at Trinity Logistics. Catch it on YouTube, Spotify, or Apple Podcasts.
Freight Jobs. We've got another job opportunity over on FreigthJobs.co. Good Way Trucking Inc is looking for an experienced Dry Van Dispatcher in Willowbrook, IL. Apply here.
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