capacity crunch

Craig Fuller, CEO at FreightWaves Saturday, January 17, 2026

Trucking rates have dropped 27% versus CPI

The U.S. trucking industry continues to face a harsh economic reality: spot rates have failed to keep pace with inflation, squeezing carrier margins and contributing to significant financial pressure on truckers nationwide. Here’s a clear visual of the disconnect — spot trucking rates (via the SONAR National Truckload Index) overlaid against the Consumer Price Index […]

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Trump immigration crackdowns could crunch trucking capacity

New immigration restrictions could curb driver availability, trigger a massive capacity crunch, and pull the trucking industry out of The Great Freight Recession. The Trump administration’s English Language Proficiency (ELP) mandate, effective June 2025, is already limiting the 3.5 million driver pool, particularly impacting immigrants, who according to the BLS account for at least 20% […]

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Kevin Hill Thursday, October 10, 2019

Shippers remain in control of pricing power as carrier sentiment rebounds

This Week’s DHL Supply Chain/FreightWaves Pricing Power Index: 30 (Shippers) Last Week’s DHL Supply Chain/FreightWaves Pricing Power Index: 30 (Shippers) Three-Month DHL Supply Chain/FreightWaves Pricing Power Index Outlook: 50 (Balanced) The trucking industry operates in a market based on real-time demand and supply. When demand is higher than capacity, carriers gain negotiating power for rates. […]

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