In this episode of Supply Chain Now, hosts Scott Luton and Kim Reuter welcome Bobby Holland, Vice President/Director of Freight Business Analytics at U.S. Bank, and Heather Shilt, Director, Global Logistics at Fortive, to unpack Q3 2025 findings from the U.S. Bank Freight Payment Index, one of the industry’s most referenced trucking indicators, informed by tens of billions in transactions. The panel explores why volumes are down even as costs rise, how tariffs and manufacturing softness are reshaping regional performance, and where rate pressure and capacity tightness are showing up first. Together, they dig into nine key takeaways from the national and regional views (West, Southwest, Midwest, Northeast, Southeast): most significant sequential gains in the West in four years, persistent softness in the Southwest, and mixed signals elsewhere as consumer demand, housing starts, and labor dynamics tug the market in different directions. From shipper playbooks (carrier-mix depth, lane-level cost vigilance, and alternate modes) to practical watch-outs for Q4 and early 2026, this data-driven conversation equips operators to trend, plan, and pressure-test their assumptions in a volatile environment. This episode is hosted by Scott Luton and Kim Reuter, and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton.   Additional Links…

In this new episode in the “Making Better Supply Chain Bets with the Power of Probabilities” series with Noodle.ai, hosts Scott Luton and Greg White are joined by the CRO of Noodle.ai, Tim Krug, and the End-to-End Planning and Support Director with Imperial Brands, Remi Guillon. Join us as they delve into the transformative story of a fast-moving consumer goods company, highlighting the adoption of innovative planning approaches through the lens of artificial intelligence. Listen in and learn more about: Probabilistic supply chain planning and the future of AI-driven decision-making The human element in supply chain transformation and the cultural aspects and leadership role in embracing technology The significance of trust between partners and what it takes to create unbiased forecasts The importance of data cleanliness, change management, and acting with integrity