freight recession

Rob Carpenter Thursday, December 11, 2025

Freight Market Turmoil and What Smart Carriers Do Differently To Survive

Drawing parallels to COVID-era passenger carriers that either collapsed or strategically positioned for recovery, this analysis examines how predictive financial management, disciplined cost control, and forward-thinking strategy determine which carriers survive brutal market downturns, and why the industry’s broken pricing structure punishes operators doing everything right.

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Craig Fuller, CEO at FreightWaves Wednesday, July 23, 2025

ATA’s push for teen truckers will make capacity glut worse

The trucking industry finds itself mired in one of the most protracted freight recessions on record, a predicament exacerbated by a flood of capacity that has outstripped demand. This surplus stems from an industry with negligible barriers to entry, where supply can readily overshoot, challenging the American Trucking Associations’ (ATA) persistent claim of a perpetual […]

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Rob Carpenter Tuesday, May 27, 2025

The ‘Great Driver Shortage’ Myth

Let’s set the record straight: There is no widespread truck driver shortage in 2025. There. I said it. If you’ve been anywhere near the supply chain over the past four years, you know exactly why that sentence deserves to be said. Again. Louder. Yet here we are. This week, a headline on The Street screamed […]

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Thomas Wasson Thursday, January 11, 2024

Loaded and Rolling: Freight upcycle may come early, says Morgan Stanley

The freight recession may ease earlier than expected, according to recent comments from Morgan Stanley analyst Ravi Shanker. In a call to clients on Monday, Shanker said, “Shippers continue to remain on reorder ‘strike’ while they wait for stronger signals or more favorable conditions on macro but while destocking at the same time, which could lead to everyone wanting to restock at the same time, when the coast clears (or they run out of inventory).”

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