EPISODE · Apr 8, 2026 · 1H 1M
Why Trump Is Betting $65B On Battleships Over Ports | WHAT THE TRUCK?!?
from FreightCasts · host FreightWaves
Buckle up for a massive Wednesday edition of What The Truck?!? with your hosts Malcolm Harris and Michael Vincent, MD (The Dude). We’re diving deep into the geopolitical ripples affecting oil, the ongoing crackdown on non-domiciled CDLs, and the future of medium-duty electrification.Description On Today’s Show:• Geopolitics & Oil Speculation: We break down the latest 4 PM deadline involving President Trump and Iran. Despite a two-week buffer for peace talks, we discuss why oil prices are moving 20% on “sentiment, fear, and tweets” rather than just infrastructure.• The CDL Crackdown: Jason McArthur from Lone Cypress Logistics joins us to discuss the “slow bleed” of driver capacity. With approximately 13,000 to 14,000 licenses already canceled in California and a potential 194,000 more at risk, we explore how this is driving up driver pay and straining produce season capacity.• A Shipbuilding Revival: President Trump’s proposed fiscal 2027 budget includes a 242% increase in naval shipbuilding. We look at the $65.8 billion set for battleships and submarines—and why only a fraction is trickling down to commercial port development.• The Future of Work Trucks: Fred DePerez, SVP at Harbinger, introduces the HC Series Cab. Learn how this “best-in-class” electric platform is taking on diesel competitors with better turning radius, payload, and price parity.• Oil Trading Insights: Baron Idriss Lamarre brings three decades of experience with Shell and ExxonMobil to explain why we should “separate the noise from the fundamental” in today’s energy market. Watch on YouTube Visit our sponsor - TRUCKSTOP Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
What this episode covers
Buckle up for a massive Wednesday edition of What The Truck?!? with your hosts Malcolm Harris and Michael Vincent, MD (The Dude). We’re diving deep into the geopolitical ripples affecting oil, the ongoing crackdown on non-domiciled CDLs, and the future of medium-duty electrification.Description On Today’s Show:• Geopolitics & Oil Speculation: We break down the latest 4 PM deadline involving President Trump and Iran. Despite a two-week buffer for peace talks, we discuss why oil prices are moving 20% on “sentiment, fear, and tweets” rather than just infrastructure.• The CDL Crackdown: Jason McArthur from Lone Cypress Logistics joins us to discuss the “slow bleed” of driver capacity. With approximately 13,000 to 14,000 licenses already canceled in California and a potential 194,000 more at risk, we explore how this is driving up driver pay and straining produce season capacity.• A Shipbuilding Revival: President Trump’s proposed fiscal 2027 budget includes a 242% increase in naval shipbuilding. We look at the $65.8 billion set for battleships and submarines—and why only a fraction is trickling down to commercial port development.• The Future of Work Trucks: Fred DePerez, SVP at Harbinger, introduces the HC Series Cab. Learn how this “best-in-class” electric platform is taking on diesel competitors with better turning radius, payload, and price parity.• Oil Trading Insights: Baron Idriss Lamarre brings three decades of experience with Shell and ExxonMobil to explain why we should “separate the noise from the fundamental” in today’s energy market. Watch on YouTube Visit our sponsor - TRUCKSTOP Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
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Why Trump Is Betting $65B On Battleships Over Ports | WHAT THE TRUCK?!?
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