Playbook: News

Rob Carpenter Monday, March 9, 2026

Iran conflict exposes America’s Achilles’ heel

Diesel prices have spiked to $5.96 per gallon in premium markets as escalating Middle East tensions collide with America’s crumbling refinery base. The surge comes at a critical inflection point for trucking, with tender rejection rates climbing and capacity tightening after a brutal four-year freight recession, raising questions about whether the industry can capitalize on the recovery when fuel costs threaten to erase margin gains.

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Rob Carpenter Monday, February 23, 2026

What the IEEPA SCOTUS Ruling Means for American Freight

The Supreme Court ruled 6-3 that IEEPA does not authorize the President to impose tariffs. Within hours, the White House invoked Section 122 of the Trade Act of 1974 to impose a new 10% global surcharge, later raised to 15%. Up to $175 billion in collected duties now sits in legal limbo. Section 232 tariffs on steel, aluminum, and heavy trucks remain untouched. For the freight industry, the ruling didn’t end the trade war. It changed the weapons.

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Rob Carpenter Thursday, February 12, 2026

Inside the Shadow Market: 200,000+ Trucking Crashes Without Guaranty Fund Protection

My investigation found 76 Risk Retention Groups insure nearly 30,000 motor carriers linked to more than 6,300 fatal crashes, all without state guaranty fund protection for crash victims. The findings come as reports indicate that major insurers, including Chubb and AmTrust, are exiting the Chicago trucking market, funneling high-risk carriers into RRGs that have already incurred $199 million in unpaid losses and multiple insolvencies.

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Rob Carpenter Monday, February 9, 2026

A Billion-Dollar Fix for a Distraction Problem Disguised as an Underride Problem

The Stop Underrides Act 2.0 is back. Should trucking companies be forced to spend billions armoring their trailers against crashes that are overwhelmingly caused by the other driver? The bill’s sponsors say at least 300 people die annually in underride crashes. Meanwhile, distracted driving kills more than 3,200 people a year and is a contributing factor in the very side-impact crashes this bill claims to address.

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Rob Carpenter Saturday, February 7, 2026

Sam Express, AJ Partners, and Sham CDL School Aydana in Investigation of Fatal Indiana Amish Crash

A fatal Indiana crash has exposed a pipeline stretching from Kyrgyzstan to Chicago to Philadelphia, chameleon carriers sharing trucks and DOT numbers, a CDL school with no public footprint, an ELD allegedly built with a backdoor, and a driver whose immigration status passed a federal database check. Secretary Duffy is investigating. Will the investigation follow the money?

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Rob Carpenter Friday, February 6, 2026

REAL-ID, Mail-Order CDLs, and America’s CDL Free-for-All.

A Mexican licencia federal de conductor can be obtained without a behind-the-wheel road test. Third-party brokers advertise mail-order processing for as little as $200. Under existing reciprocity agreements, that license can be converted to an American CDL in states that accept foreign credentials, and at least six of those states have been flagged by FMCSA for failing to verify the legal presence of non-domiciled applicants.

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Rob Carpenter Friday, January 30, 2026

Congress Proposes Taking the Fox Out of the Henhouse

When a driver or carrier challenges bad data through FMCSA’s DataQs system, the appeal often goes right back to the same officer who issued the violation. That’s about to change. The Motor Carrier Safety Screening Modernization Act finally brings independent review to the challenge process, and that’s the real game changer buried in this bill.

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Rob Carpenter Friday, January 30, 2026

Non-Domiciled Rule Stayed, But FMCSA Is Still Stacking Paper

The D.C. Circuit stayed FMCSA’s non-domiciled CDL rule in November. The agency asked to place the litigation on hold while it works on a final rule. FMCSA is still seeking three-year approval for the information collection requirements, states must retain ID documents and SAVE queries for two years, and produce them within 48 hours of request.

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Rob Carpenter Thursday, January 29, 2026

Bomb Cyclone Bearing Down on Mid-Atlantic and New England: What Drivers and Fleets Need to Know

The National Weather Service is forecasting a “significant East Coast winter storm threat” for this weekend, with a coastal low forming Friday and rapidly intensifying into a bomb cyclone as it tracks up the Eastern Seaboard. If you’re running freight anywhere from the Carolinas to Boston over the next five days, you need to pay attention right now.

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