Craig Fuller

Craig Fuller is the Founder and CEO of FreightWaves, the leading provider of freight market data, analytics, and news for the global logistics and supply chain industry. Through FreightWaves, Fuller has built what is widely regarded as the premier real-time freight market intelligence platform, often described as the "Bloomberg of freight." His company tracks trucking, rail, ocean, and air cargo data to provide unprecedented visibility into the physical movement of goods across the economy.

Fuller's expertise lies in translating freight and logistics data into actionable macroeconomic insights. He has demonstrated a remarkable ability to call major economic inflection points by reading the tea leaves of freight volumes, rates, and capacity. In late 2024, he was deeply bearish on the U.S. industrial economy, warning of a massive capacity purge in the trucking industry and a prolonged freight recession. By early 2025, he reversed his stance dramatically, declaring a "miracle turnaround" as flatbed trucking tender volumes hit all-time highs, signaling what he called the early innings of a U.S. manufacturing renaissance.

For commodity and mining investors, Fuller's freight market analysis serves as a powerful leading indicator. Flatbed trucking volumes are a direct proxy for industrial metals demand—steel, aluminum, copper, and other raw materials moving through the supply chain. His data-driven approach to tracking the physical economy provides resource investors with ground-truth intelligence on whether industrial demand is accelerating or contracting, often months before it shows up in official economic statistics or corporate earnings.

Fuller is also the founder of FreightAlley, a freight industry networking and investment community. He is a frequent commentator on major financial media outlets and podcasts, including Thoughtful Money with Adam Taggart, where his freight-based economic forecasts have garnered significant attention from investors seeking real-time economic signals.