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Freight demand

Freight demand
Spot vs. contract: Diverging freight rates and squeezed volume
The latest U.S. Bank Freight Payment Index reveals that while contract rates climbed through the summer, spot rates moderated and shipment volumes dropped.
October 1, 2026
Industrial logistics yard with semi-trucks and colorful shipping containers under clear blue sky
Freight demand
How new regulations and AI are driving a permanent freight market shift
Experts say higher freight rates are here to stay for a while because federal regulations have tightened capacity and shifted the trajectory of the industry. They noted that technology, especially AI, will play an important role in keeping shippers, carriers and brokers profitable.
October 1, 2026
Four business professionals participate in a panel discussion on stage beneath a Trimble company logo backdrop with yellow geometric design elements.
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September 1, 2026
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Freight demand
Freight redistribution drives supply chain stability, report says
Geotab’s inaugural Health of U.S. Supply Chain report analyzed data from the activity of more than 6 million commercial vehicles across long-haul, regional, hub-and-spoke, last-mile and drayage.
September 29, 2026
Semi-truck with red shipping container on stylized street map background
Freight demand
Regulatory reset and compliance standards drive up trucking costs
Driven by intensive federal regulatory enforcement and stricter compliance standards, the U.S. trucking market is transitioning from abundant capacity to a more expensive, verified standard of defensible capacity.
September 22, 2026
Red and silver semi-truck with refrigerated trailer parked on road under large green trees
Freight demand
Diesel spike, political turmoil send auto haulers's costs soaring
A sudden surge in diesel prices following the closure of the Strait of Hormuz drove car hauler carrier pay up 22.8% and consumer vehicle shipping costs up 14.6% in early 2026, ending two years of flat pricing.
September 16, 2026
White semi-truck with car carrier trailer transporting multiple vehicles on city street
Economic trends
Soaring diesel prices and tight capacity set rate floor after holiday dip
Tighter capacity and a modest improvement in demand are likely to keep upward pressure on freight rates over the next 12 to 18 months.
September 15, 2026
Semi-trucks parked under blue and red canopy at commercial truck stop facility
Freight demand
XPO, ArcBest report tonnage growth
One carrier is shipping more freight, the other heavier freight. A look at how XPO and ArcBest's August tonnage gains stack up.
September 9, 2026
XPO Logistics white semi-truck with branded trailer parked near waterfront with clear blue sky
Freight demand
Surging diesel and tightening capacity continue to push rates higher
Even as freight demand lagged behind last year's levels, a pre-holiday capacity squeeze and spike in fuel surcharges pushed spot market rates up across every trailer category ahead of the peak fall shipping season.
September 9, 2026
Industrial warehouse facility with loading dock, delivery trucks, and wooden pallets stacked in the yard
Freight demand
Old Dominion, Saia seeing strong revenue and tonnage growth
Two of the nation’s largest less-than-truckload carriers are seeing revenue and tonnage growth despite mixed shipment volume.
September 4, 2026
Fleet of white semi-trucks lined up at sunset with reflections on wet pavement
Freight demand
Truckload rates continue surge as CDL regs squeeze driver capacity
Truckload spot rates surged 32.4% in the second quarter as federal regulatory enforcement drastically reduced carrier capacity, pushing rate inflation to levels unseen since 2021 despite muted overall demand.
August 25, 2026
Commercial trucks driving on a multi-lane highway during golden hour sunset with clear blue sky
Freight demand
Spot rates cooling in mid-August, but capacity tightness keeps pricing elevated
Truckload spot rates saw sharp, historic weekly declines in mid-August led by flatbed and dry van segments, yet rates remain up more than 30% year-over-year amid tightening structural capacity.
August 19, 2026
Semi-trucks parked at a large warehouse loading facility with clear blue sky
Freight demand
Freight recovery could be longest in history because capacity rebound won't be quick
A regulatory push targeting noncompliant carriers and unqualified drivers is squeezing available truck capacity, accelerating rate rebounds that may only go up from here.
August 12, 2026
Red commercial truck with 'Drivers Wanted' recruitment sign on cabin window
Freight demand
Landstar tightens carrier vetting as SCOTUS ruling and nuclear verdicts redefine broker liability
Following the Supreme Court’s Montgomery decision, Landstar System is aggressively tightening its carrier vetting standards and attracting independent freight brokers seeking shelter from escalating litigation risks.
August 7, 2026
Blue Peterbilt semi-truck with Landstar branded teardrop flags at a commercial property
Freight demand
PAMT lands first rate hike in three years as market shifts, but financial losses mount
Tontitown-based carrier PAMT Corp. grew second-quarter revenue by 8.9% to $164.7 million while securing its first sequential freight rate increase in over three years.
August 5, 2026
White Peterbilt semi-truck with PAM branding and number 16059 parked in industrial lot
Freight demand
Volatile freight market drives rates up in second quarter as qualified capacity shrinks
A shrinking pool of qualified carriers and tighter regulatory enforcement drove up spot rates across all major equipment modes in the second quarter of 2026, according to TA Services' latest trendline report.
August 4, 2026
Interior view of cargo truck loaded with four wrapped pallets ready for shipment
Freight demand
'Driver constrained' market leading rate rebound, Schneider exec says
Powered by an accelerated squeeze in driver supply and internal cost cuts, Schneider National reported a 38% jump in second-quarter adjusted earnings and raised its full-year outlook.
August 3, 2026
Orange Schneider semi-truck trailer driving under a modern highway overpass
Freight demand
Covenant faces 'disappointing' trucking costs thanks to insurance settlements, maintenance
A spike in legal claim settlements and maintenance expenses pulled Covenant Logistics' adjusted operating income down 19%.
August 3, 2026
Two white Covenant Transport Inc. trucks parked symmetrically in front of a curved modern building with columns
Freight demand
Back in black: Heartland Express returns to profitability
Heartland Express returned to profitability in the second quarter of 2026, driven by operational cost cuts, improved freight pricing, and ongoing debt reduction.
August 3, 2026
Fleet of white semi-trucks with red and blue striping parked in a row against a blue sky
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Equipment
Fuel tax relief proposals languish in Congress with prices breaking records
Federal proposals to suspend gas and diesel taxes have stalled in Congress.
Man in navy suit standing beside blue truck at public event with crowd holding phones
Industry
Trump at Peterbilt: American trucking is back. Rid of 'crap' emissions systems
Industrial logistics yard with semi-trucks and colorful shipping containers under clear blue sky
Freight demand
Spot vs. contract: Diverging freight rates and squeezed volume
Orange and white International flatbed truck backed up to loading dock with caution sign visible
CCJ Top 250
Schneider slashes 76% of carriers from its brokerage network
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Maintenance
Managing older trucks amid rising costs and regulatory shifts
CCJ Top 250
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