spot rates

Craig Fuller, CEO at FreightWaves Saturday, April 4, 2026

Rail and truck data highlight a strong industrial economy

U.S. freight railroads delivered one of their strongest performances in years during March 2026, signaling that the goods-producing economy is regaining meaningful momentum across multiple sectors. According to the Association of American Railroads’ (AAR) latest Rail Industry Overview, total U.S. rail carloads averaged 230,401 per week in March — the strongest March result since 2019 […]

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Craig Fuller, CEO at FreightWaves Wednesday, February 25, 2026

The Dalilah Law could create a trucking rate super cycle

The Dalilah Law, the Senate bill introduced by Sen. Jim Banks (R-Ind.) following President Trump’s call during the State of the Union, would trigger a sharp, immediate contraction in trucking capacity if enacted, potentially igniting a trucking super cycle with overnight rate surges amid severely tight supply. Much higher trucking rates could become permanent, giving […]

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Craig Fuller, CEO at FreightWaves Sunday, February 15, 2026

Intermodal spot rates haven’t kept pace with trucking’s spot market surge — but that’s about to change in 2026

The freight market has been sending mixed signals for months, but one trend stands out clearly as we move deeper into 2026: trucking spot rates have staged a meaningful recovery, while intermodal rates remain stubbornly anchored near cycle lows. Look at the data. Truckload spot rates (inclusive of fuel) are holding elevated around $2.80 per […]

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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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Craig Fuller, CEO at FreightWaves Wednesday, October 29, 2025

Largest capacity purge in history coming

Industry economist projects that 600,000 active drivers could be eliminated from trucking Update 5:30 pm ET: FreightWaves received clarifying comment from Highway on the state of their system. A Highway representative said, “the Highway system is not static. It is an adaptive system. Fraudsters can’t “reverse engineer” what changes continuously based on new patterns, behavioral […]

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