New correspondent

Hello.
I'm Freddie.

They handed me a hoodie with the logo on it and told me to make freight interesting. Bold assignment.

Hello. I'm your freight friend in crime. You can call me Freddie (I like that).

The last newsletter had a chart with three separate axis labels. I had my work cut out for me.

Here's the situation. FreightFox has spent years building something most supply chains haven't. Six million trips. Thirteen hundred transporters. Enough lane-level pricing to know what a truck from Bhiwandi to Nagpur should cost, down to the rupee.

And how did they share all of this?

Monthly newsletters. Beautifully written blogs or research articles, packed with accurate data... and just enough charts to make you promise yourself you'll read them later.

So they hired a fox.

My job is simple. I go and look at things, then I tell you what I found, without the corporate throat-clearing. If a number is boring, I'll skip it. If a number is interesting, I'll tell you why, which is a step most people skip.

I'll be here every issue, bringing you insights from millions of freight movements, market trends, and supply chain trends, one useful observation at a time. Let's start with July.

Freddie Foxwell

Chief of Entertainment, FreightFox
Freddie's Field Notes

One blank field can stop your trucks from moving.

I spent an afternoon reading GST advisories. Nobody warned me this job would involve GST advisories.

Here's the one that made me sit up straight.

Starting August 1st, if the Ship To GSTIN field is blank, your e-Way Bill refuses to generate.

No e-Way Bill, no truck movement.

The portal does not negotiate. It just sits there like a toll booth with no one in the booth.

Here's why this matters.

Most manufacturers have what everyone calls a "Bill To, Ship To" transaction. The head office places the order. The plant receives the material. Nothing unusual. Just another Tuesday.

The problem isn't that people don't know the rules. The problem is that ERPs have a habit of learning new rules a little later than the government announces them. That's the gap I'd be worried about.

One thing to check today. If you're shipping to an unregistered location, the field shouldn't be left blank. It should be "URP."

It's a two-minute conversation with your ERP team. Much better than discovering it when a truck is waiting at the gate.

The Number That Bugged Me

A fuel clause number nobody has ever checked.

40%
the number sitting in almost every freight contract's fuel clause

I went looking for who decided this number.

Nobody knows.

Nobody wrote it down. Nobody signed off on it. It just kept getting copied into the next contract, and the next one after that.

So I did the math myself.

Turns out 40% is only accurate around 350 km. Move away from that, and the number stops being true.

Under 250 km, you overpay. By 2 to 3% of freight value. Every trip. Past 600 km, it flips. The transporter is underpaid, so they quietly stop prioritising your loads.

You won't get a warning. You'll just get a truck that doesn't show up.

Full math, rupee by rupee, in the blog.

Read the full breakdown β†’
Foxwell Explains

A GPS dot isn't visibility.

There are five layers of freight intelligence.

Most manufacturers are stuck at layer one, and don't realise it.

Layer one is a blinking GPS dot. You know where the truck is.

That's it. That's all it tells you.

Not whether a lane costs more than it should. Not whether a transporter is quietly avoiding your loads. Not whether your rate still makes sense today.

Real intelligence starts at layer three, knowing what a lane should cost, not reusing last year's number.

Layer four is today's market rate. Layer five is knowing your network 90 days out.

A moving dot feels like control. It isn't.

14-page workbook on all five, blind spots named, 30-day fix, no new hires.

Go get the workbook β†’
30 Seconds With Nitish

I get thirty seconds with the founder. I intend to use them wisely.

Freddie Foxwell  ×  Nitish Rai, Founder & CEO 00:30
FreddieYou spoke at the Procurement Excellence Summit. Everyone expected you to open with AI.
NitishI opened with the history of trade instead. Commerce has evolved constantly, but one process barely has. Freight invoice processing still runs the way it did decades ago. So I asked the room a simple question. What if invoices paid themselves…
FreddieThat's the line. Stop there, that's the line.
NitishI wasn't finished.
FreddieYou were. Do not follow that up with a slide.
Translation, for those of you who skimmed: an entire industry runs invoices by hand and calls it normal. Nitish thinks that's insane. So do I, and I don't even have hands.
Sniffed Out

Things I found. Brief opinions attached.

β†’ Diesel curbs are gone.

As of July 1st, the emergency fuel restrictions from June are lifted. Convenient timing, given everyone just spent this issue arguing about fuel clauses. Read more

β†’ Exports jumped 11.37% this quarter.

More goods moving means more trucks needed. Hope your network was built for that, not just hoping for it. Read more

β†’ Indian trucking is getting specialised.

Fewer "any truck for any cargo" decisions. The one-size-fits-all truck is going the way of the flip phone. Read more

β†’ Truckers are striking over GPS trackers.

Over 10,000 trucks are already off the road in Rajasthan, protesting mandatory tracking devices that cost anywhere from β‚Ή3,000 to β‚Ή30,000 depending on the state. Read more

β†’ JNPA is building a 62-acre yard just for empty containers.

Turns out a fifth of what moves through India's busiest port isn't cargo at all, just boxes with nowhere to go. Read more

β†’ FASTag annual passes are catching on.

Usage jumped from 13% to 19% of toll traffic since December, works out to roughly β‚Ή15 a trip. Read more
Ask Freddie

You ask. I answer. Occasionally usefully.

"Isn't GPS tracking enough visibility for our fleet?"
asked by someone who, I suspect, has a very reliable blinking dot and nothing else

Ah. We meet again.

Here's the honest answer. GPS tells you where the truck is. It does not tell you whether that lane is bleeding money, whether your transporter is quietly deprioritising you, or whether the rate you locked in eight months ago still makes sense today. A dot is a location. It is not a decision.

Real visibility means knowing the things the dot cannot tell you: cost, performance, market rate, before they turn into a problem you find out about from a customer instead of your own dashboard.

So no. Not enough. But it is a fine place to start, provided you actually keep going.

Got a question? Just hit reply. I read everything, mostly out of curiosity, occasionally out of boredom.
Follow me on LinkedIn!
I have a LinkedIn profile now. Nobody asked if I wanted one, they just made it and handed me the login.
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I'm told I'm supposed to say "follow me for more insights." I won't. Follow along if you'd like freight news that doesn't feel like homework, and the occasional fox opinion along the way.
Come say hello β†’
Freddie 🦊
Chief of Entertainment, FreightFox
P.S. I'm told there's a version of me holding binoculars, one in glasses, and one relaxing in a hammock. The hammock one is my favourite and I intend to earn it.
You're getting this because you care about freight, or because you met a fox at a conference.
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