domestic trucking market is showing strong signs of a sustained tightening cycle, evidenced by persistently high tender rejection rates (especially in the flatbed sector) and volatile spot rates, signaling a potential end to the freight recession.
Ongoing uncertainty around U.S.
trade policy, particularly tariffs, continues to disrupt supply chains.
Despite a Supreme Court ruling against one tariff mechanism, the administration is using others, forcing businesses to build contingency plans for continued volatility.
A significant regulatory crackdown on truck drivers—including stricter enforcement of ELDs, English proficiency, and proposed citizenship requirements—is structurally reducing driver supply, which is a primary contributor to the current market tightness.
Geopolitical factors, such as the push for nearshoring as a national security strategy and instability in Mexico, are reshaping supply chains and bolstering a U.S.