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#structural-capacity
(2 articles)Labor & Workforce
High ImpactJul 29, 2026Werner CEO: Trucking Driver Crisis Still in Early Innings
Werner Enterprises, a major pure-play truckload carrier, reported strong second-quarter 2026 earnings with margin expansion driven primarily by structural capacity tightening rather than demand growth
FreightWaves#driver-shortage#trucking-capacity#labor-attrition
Shipping & Freight
High ImpactJul 20, 2026Blanked Sailings Now Permanent: 10-14% Capacity Loss Reshapes Shipping
Container shipping is entering a structural shift where blanked sailings, the deliberate cancellation of scheduled sailings, have transitioned from pandemic-era disruption to a permanent operational r
The Loadstar#blanked-sailings#container-shipping#capacity-constraints