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Economic trends: Page 8

Economic trends
Tariff clouds delay 2026 trailer orders as fleets wait for policy clarity
Trade policy uncertainty and escalating tariff costs are reshaping the U.S. trailer market.
October 23, 2025
Row of white shipping trailers parked on gravel with blue sky backdrop
Economic trends
Tightening capacity signals market turnaround ahead
September's 0.9% tonnage decline marks the lowest level in three months, but capacity constraints and new CDL restrictions could drive a market recovery by 2026-2027.
October 22, 2025
White semi-truck trailer driving on desert highway with mountains in background
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November 4, 2026
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Economic trends
Late December offers best rates in weak freight environment, analysts say
Arrive Logistics forecasts that tariff impacts will compound through 2026, limiting freight demand growth.
October 11, 2025
Red semi-truck driving on highway at sunset with open landscape background
Economic trends
FTR: Supply constraints will drive trucking recovery
Freight demand won't surge any time soon, but regulatory enforcement could tighten capacity, according to FTR analysts.
October 10, 2025
White semi-truck driving on highway with mountain landscape at sunset
Economic trends
Fleet hesitancy clouds Class 8 order activity outlook
Tariffs, weak freight rates, and cautious fleets signal a rocky road ahead.
October 3, 2025
Red and white semi-truck driving on desert highway at golden sunset
Indicators
Trucking outlook improves slightly, but challenges remain
ACT and FTR data highlight modest improvements but continued headwinds as freight volumes, rates and margins remain under pressure.
October 1, 2025
White semi-truck driving on desert highway at sunrise with mountains in background
Economic trends
Schneider and Werner see progress, but market uncertainty and capacity pressures remain
Schneider and Werner say demand is stabilizing, yet regulatory pressures and uncertain freight trends keep recovery in check.
September 29, 2025
White Werner Enterprises semi-truck trailer parked on asphalt
Outlook and Benchmarking
How private fleets avoided the market downturn
NPTC's annual benchmarking report shows that private fleets are growing despite the freight rate recession. Is that private fleet capacity behind the rate downturn for the for-hire trucking sector?
September 25, 2025
Speaker presenting at conference podium with laptop and speaker system
Economic trends
Flatbed strength drives post-Labor Day freight
Flatbed demand surged with strong year-over-year gains and regional growth across Texas and California.
September 23, 2025
Istockphoto 477812406 612x612
Economic trends
Truck orders off pace, even for down market
Fleets have resorted to holding on to trucks longer, pushing the average age for long- and regional-haul trucks to roughly 6.5 years.
September 23, 2025
Magnus Koeck, vice president of strategy, marketing, and brand management at Volvo Trucks North America
Economic trends
Rising material costs and tariffs weigh on trailer demand
Trailer orders show mixed signals as industry grapples with tariff pressures and weak freight demand.
September 18, 2025
White semi-truck trailer on highway under dramatic cloudy sky
Economic trends
Economy risks cloud freight market, FTR reports
Tariff uncertainty and weak freight demand are keeping business cautious, with FTR projecting only slight rate gains.
September 10, 2025
Two speakers on stage at FTR Transportation Conference presenting
Economic trends
FTR says tariffs, economic uncertainty push Class 8 truck recovery into 2027
Tariff pressures, weak demand, and economic uncertainty are reshaping the Class 8 truck market, delaying recovery until 2026–2027.
September 9, 2025
Speaker presenting FTR's Class 8 Market Outlook at industry conference
Economic trends
Class 8 truck orders fall 14% in August as tariffs and freight demand weigh on market
Class 8 truck orders ticked up slightly but remain below historical averages, pressured by tariffs, weak freight demand, and regulatory uncertainty.
September 5, 2025
Fleet of commercial semi-trucks in red, yellow, and black parked on asphalt lot
Economic trends
Q3 2025 truckload forecast points to muted demand and potential for peak season rate pressure
Weak demand, fragile capacity, and shifting trade policy set the stage for a volatile second half of the year for truckload rates.
September 4, 2025
White semi-truck trailer driving on mountain highway under blue sky
Business
Peak season is here. What's in store for rates?
Experts forecast a slow seasonal rise in rates for the rest of the year assuming that a recent increase in carrier exits continues and tightens capacity.
August 28, 2025
Semi-truck driving on highway with text asking about truckload rates
Economic trends
FTR: Shippers' conditions tumbled in June
Market conditions for shippers were at a three-year low in June, according to FTR. Also: Two former state troopers were sentenced for their roles in a CDL testing fraud scheme.
August 27, 2025
Three semi-trucks in red and white parked at warehouse loading docks
Economic trends
Trailer orders plunge 39% in July as tariffs pressure weigh on market
U.S. trailer orders slumped in July, according to FTR and ACT. Analysts cite tariff pressures and cautious fleet spending as key headwinds.
August 26, 2025
Aerial view of warehouse loading dock with white trucks and colored markers
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Top Stories
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Safety & Compliance
FMCSA boots 133 ELDs off registry in fraud crackdown
Federal regulators pulled 133 non-compliant electronic logging devices off the public registry and gave motor carriers 60 days to replace them.
Red semi-truck with green cargo trailer driving on highway with motion blur
Freight demand
Truckload rates hold steady as holiday freight season tests limited capacity
Mechanic selecting tools from organized toolbox containing wrenches, sockets, and hand tools
Components
Heavy-Duty parts inflation slows to .4% nationwide, masking steep regional swings
Union Pacific diesel locomotives lined up on railroad tracks in a rail yard under clear sky
Freight demand
Proposed rail merger would slash 2.1 billion long-distance truck miles from the highway annually, report finds
Four colorful semi-trucks parked in front of Roane Transportation facility building with wooded hillside background
Mergers & Acquisitions
PS Logistics expands flatbed footprint with Roane Transportation acquisition
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