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Theo Mascari

Aug 6, 2026

11:15
When you say elevated, what's that mean?
11:17
I think carriers are being selective on what they're hauling.
11:19
In corridors, like to Alex's point, he has this predictable business where you have short haul freight, where you have carriers that are willing to contract for the long term.
11:33
The lane is fairly guaranteed.
11:36
You have, compared to refrigerated freight, Some can be predictable, not always in shorter haul lanes, but if a lot of it's long haul, if you're working with the fleet, they only get one to two turns of a truck that week.
11:49
And that's where it gets a little challenging is you pretty much have two opportunities to make your goal for the unit that week.
11:58
And I think that's kind of what drives refrigerated freight moving upward compared to dry van freight.

19 MINS LATER

31:05
The dense people that are consistent and loyal, their cost is way below market.

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