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Freight demand

Capacity squeeze and regulatory crackdowns point to durable trucking recovery

Knight-Swift Transportation CEO Adam Miller warns that despite muted consumer demand, unprecedented regulatory crackdowns and broker liability are driving an ongoing capacity squeeze that will permanently alter future freight upcycles.

October 28, 2026

Professional speaker presenting at WEX corporate event on stage with branded podium

Heartland Express wipes out Smith Transport debt, returns to profitability

Heartland Express returned to profitability in the third quarter of 2026 with $1 million in net income, driven by improved operating ratios, higher freight volumes, and ongoing debt reduction.

October 22, 2026

White and blue semi-truck with trailer parked on desert highway with rocky hills in background

Sponsor Content

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Shell Lubricants

October 30, 2026

See how large fleets handle new freight challenges.

Don't underestimate AI's role in trucking's recovery

Without AI investment's boost to GDP, trucking faces a sobering economic reality.

October 21, 2026

Fuel, capacity and peak fees push freight rates to record highs

Truckload at four-year high, while LTL tops 80% above baseline as freight costs keep climbing.

October 14, 2026

Red semi-truck backed up to warehouse loading dock with numbered bays

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

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

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

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

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

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

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

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

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

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 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

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

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

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Busy shipping port with stacked cargo containers, red cargo handler, railway tracks, and delivery truck under blue sky

Visibility gives trucking a competitive advantage over rail

Shippers would redistribute their freight from trucking to rail if rail had greater visibility, but according to a recent survey, only 23% have continuous real-time location tracking for goods shipped via rail.

Load One cargo truck being loaded at airport tarmac with blue and white aircraft in background

Load One drives efficiency in time-critical freight with in-house AI control tower

Aerial view of industrial warehouse facility with parking lot containing multiple commercial vehicles and equipment

'We cannot hold out long': Surprise Motus reclassification threatens small Illinois flatbedder

Semi-truck with refrigerated trailer parked at illuminated gas station at night

NHTSA proposes driverless trucks be equipped with blue marker lights

Person holding multiple U.S. dollar bills in their hand

More loads, tighter cash: Why trucking growth can be a financial trap

Get all the info on the top 250 trucking companies in America

View, sort and download the trucking industry’s most comprehensive ranking of for-hire carriers in North America, based on a blend of metrics including fleet size, annual revenue and number of drivers.

Survival Guide for Smarter Fleets

See how large fleets handle new freight challenges.