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Is Trucking Capacity Coming Back? Why New Capacity Isn’t Entering the 2026 Freight Market

Tender rejections are up 268% in three years while volume is up 9%. SONAR data shows why new trucking capacity isn’t entering the 2026 market.

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More from SONAR

Ocean rates highest in a year amid US-China trade truce

Trans-Pacific trade armistice temporarily easing uncertainty for carriers and importers as rates hit yearly highs.

Specialty Wine and Car Parts:

Economics of the New Canadian Tit-for-Tat Tiff Tariffs On September 8, the disagreement escalated past tariffs entirely. The U.S. announced it would outright ban imports of Canadian dairy, alcohol, and large-displacement motorcycles, effective September 29. Not another rate hike, a straight prohibition. It’s the newest turn in a dispute that’s been building for months: on […]

The Fed Just Raised Rates Again: Here’s What It Means for Freight

On September 16, the Federal Open Market Committee (FOMC) raised the federal funds target range by 25 basis points to 3.75%–4.00%, its first hike after a run of cuts, citing inflation that Fed Chair Kevin Warsh called “too high and has been for too long.” Effective September 17, the Fed also moved its full set […]

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