Trucking and oil markets analyst. Data geek. Hockey fan! #BringAerosback

Houston
Joined May 2023
The American freight system moves everything you touch. It's the invisible engine behind your economy, your grocery store, your Amazon cart. Quite literally, everything touches a truck. Behind that curtain, bad actors are playing a dangerous game of deception. Many of them have a stack of new U.S. Department of Transportation (USDOT) numbers waiting in a folder. When something bad happens, they change the numbers on the trucks and continue to move freight. It's one of the most absurd tactics that we allow to continue happening. Over and over and over.
Why are you looking to buy multiple active MCs? Asking for a friend 👀
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Ricky McRickface retweeted
It’s dark times in New York, is there light at the end of the tunnel to make playoffs or are the Rangers cooked?
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I’ve been thinking about this for a few days. With Power coming off what I thought was his worst game of the season IMO & Kesselring not working with Byram… When are they going to showcase that big Power/Kesselring pair they had propaganda on all summer?
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ATC now says 'widespread departure delays out of the northeast'. BOS - 3 hours staffing DCA - 2 hours staffing EWR - 2.5 hours staffing LGA - 1 hour wind ORD - 1 hour staffing YYZ - 1.5 hours staffing It'll probably stay like this. :( Flight status: apps.apple.com/app/id1358823…
Ricky McRickface retweeted
Turns out selling 300k new trucks to a bunch of illegal aliens to just cannibalize your legacy portfolio is not a sustainable business model
“New truck sales are the worst in a long time, maybe ever”
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Frontier CEO Barry Biffle took to LinkedIn last night to discuss the FAA’s capacity cuts. “I highly recommend booking a backup ticket on another carrier.”
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$IREN CEO “A number of analysts are saying we need 45 GW of new data centers by 2028. We’ve got 3 GW of that. That's the shortfall. So there’s an enormous opportunity.”
Ricky McRickface retweeted
Yeesh. EWR - ground STOP due to staffing DCA - ground delay 2 hours due to staffing BOS - ground delay 3 hours due to staffing Possibly for the rest of the day.
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All of this is true. So many holes in the system were abused that the trucking industry has been pushed to the edge of collapse.
🚨Tin Foil hat time🚨 So the Small Business Administration used the Social Security Administrations database to determine PPP Loan eligibility. Employment Authorization Documents (EADs) were used to gain Commercial Drivers Licenses. (CDLs) So the fraudsters in 2020 that were committing load board fraud and hacking emails were forced by vetting companies to apply for USDOT amd MC authority to obtain trucking companies to pass vetting software. Then PPP loans came out and the rules on Non-Domicile CDLs were relaxed. This encouraged the criminals to create pipelines of illegal aliens to apply for asylum status, obtain a CDL at a shady driving school, get on payroll and boost the loan numbers. As the market continued to plummet in trucking, these shell companies converted to actual companies to bring in revenue and use the vulnerabilities of electronic logging devices to force these people they helped get CDLs into essentially slave labor. Now our trucking industry is overrun with fraud and unqualified drivers because these criminals kept evolving while our DOT, FMCSA, SSA, SBA, and State and Local authorities were asleep at the wheel.
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Are we in a good economic window or a bad economic window? Click here to access full podcast: piped.video/live/gkWmwK8_Ocg… @Columbia @ColumbiaUEnergy #economy #oilandgas #OPEC @OPECnews
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Outlook for the Chinese economy and significance of that for oil imports? Click here to access full podcast: piped.video/live/gkWmwK8_Ocg… #China #OilandGas #OOTT @OPECnews
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CHART OF THE DAY: US total oil liquids output rose to an all-time high above 21.5 million b/d in August. Year-to-date, American total oil liquids output is averaging 20.8 million b/d, extending a two-decade expansion on the back of the shale revolution | #OOTT #Permian #shale
Ricky McRickface retweeted
𝗧𝗥𝗘𝗡𝗗𝗜𝗡𝗚: Ambidextrous high school quarterback Mikey Gow has gone viral for his insane ability to throw equally right-handed and left-handed.
Top 5 home states of trucking companies whose drivers were cited for inability to read or speak English (red). 1. Texas 2. Florida 3. Illinois 4. California 5. Ohio
Illegal ELDs are a national security concern!  “They’re being exploited by companies owned out of Serbia, India or Pakistan that are breaking every law across the board. Meanwhile, American carriers following the law are being driven out of business.” cdllife.com/2025/immigrant-d…
Ricky McRickface retweeted
U.S. shippers are increasingly turning to private, in-house truck fleets to transport goods, even with favorable for-hire rates. This gives them greater control and efficiency.🚚 See how this trend is changing freight operations 👉 bit.ly/4nu2eFy #DryVan #DATMarketUpdate #FreightTrends #LogisticsStrategy
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Breakaway Takeaways vs VAN: - NYR did everything possible to hold on to this win in the 3rd - What an ENG snipe from Carrick - Quick saved their bacon multiple times. Earned the shutout. - Defense was very impressive in this game. Fox and Gav were beasts. Your thoughts??
Freight fraud is surging. The fraudsters continue to evolve their tactics and brokers are locking down their risk tolerances as a result. Even when a carrier is operating legitimately, if they get flagged by Highway or RMIS, the broker will turn them off and because Highway and RMIS have 80% of the addressable brokerage freight, getting a negative score, even if you are operating legit means you are effectively finished in taking brokerage freight from the largest players. It is absolutely brutal right now for everyone.