Rail & Road #trucking#capacity
Trucking Capacity Tightness Persists as Regulatory Pressures and Driver Shortages Squeeze Supply
Trucking capacity remains tight as regulatory pressures and driver shortages push tender rejections well above historical norms. Spot rates are holding steady even as diesel prices fall, signaling that capacity constraints—not fuel costs—are driving rates. Carrier earnings from Knight-Swift, Werner, and J.B. Hunt show gains from supply-side tightness rather than demand recovery, with capacity expected to remain constrained through fall and into 2025.
Jul 30, 2026 1 source