The Load Letter — May 11, 2026 - The Load Letter

What this episode covers

The Persian Gulf just crossed from background noise into a live freight market variable — oil is at $103, a U.S.-managed bulk carrier took hostile fire, and the IEA is warning that even if Hormuz reopens, the damage to global trade confidence may be permanent. Today's briefing covers what that means for diesel prices, fuel surcharges, and your industrial shipper conversations this week. We also get into Miami reefer hitting maximum capacity with RoadCheck, Mother's Day flowers, and watermelon season all colliding at once, a $10 million freight fraud scheme out of Chicago that exposes exactly why your carrier vetting and login security need attention today, and Kodiak AI launching autonomous operations on Dallas-Houston — the highest-volume freight corridor in the country. Rates, fraud, capacity, and a Gulf situation that isn't going away. Here's how to start the week ahead of it.

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Frequently Asked Questions

How long is this episode of The Load Letter?

This episode is 7 minutes long.

When was this The Load Letter episode published?

This episode was published on May 11, 2026.

What is this episode about?

The Persian Gulf just crossed from background noise into a live freight market variable — oil is at $103, a U.S.-managed bulk carrier took hostile fire, and the IEA is warning that even if Hormuz reopens, the damage to global trade confidence may be...

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