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#truckload-capacity

(9 articles)
Procurement
High ImpactOct 18, 2026

Truckload Capacity Shows No Recovery Signs Into 2027

The U.S. truckload market is entering the peak season with historically tight capacity and few signs of relief. The Accepted SONAR Truckload Volume Index has fallen to 9,518 over four weeks, the lowes

FreightWaves#truckload-capacity#freight-rejection-rates#driver-shortage
Shipping & Freight
High ImpactOct 14, 2026

Truckload Capacity Crisis: 14% Rejection Rate Signals Supply Shortfall

The SONAR Tender Rejection Index surged to 14.17% in mid-October, a significant and unusual spike driven entirely by supply-side constraints rather than demand fluctuations. This breadth of tightening

FreightWaves#tender-rejections#truckload-capacity#freight-market
Trade Policy & Tariffs
ModerateOct 2, 2026

CAFE Reset Unlikely to Boost Auto Freight Demand in 2026

The Department of Transportation finalized its revised CAFE standards on September 28, lowering fuel economy targets from 50.4 mpg to 34.5 mpg by 2031 and removing EV production assumptions from autom

FreightWaves#cafe-standards#fuel-economy-rules#automotive-freight
Shipping & Freight
High ImpactSep 22, 2026

Carriers Outperform 2024 Despite Record Diesel Prices

The U.S. truckload market is showing genuine improvement compared to 2024, with spot rates climbing from $2.40 to $3.42 per mile and carriers running approximately $0.70 per mile ahead in net earnings

FreightWaves#spot-rates#diesel-prices#carrier-margins
Demand Planning
High ImpactSep 18, 2026

GLP-1 Drugs Eroding Food & Beverage Freight Demand

GLP-1 medications like Ozempic and Mounjaro are triggering a structural shift in consumer behavior that is now measurable in freight volumes. FreightWaves estimates these weight-loss drugs have alread

FreightWaves#glp-1-drugs#demand-destruction#food-beverage-freight
Shipping & Freight
High ImpactSep 17, 2026

Truckload Capacity Exodus Accelerates; Industry Still in Early Innings

The U.S. truckload market is experiencing a structural contraction that industry leaders believe is only in its early-to-mid stages. Multiple pressures, regulatory enforcement cracking down on unlicen

FreightWaves#truckload-capacity#carrier-exodus#broker-liability
Shipping & Freight
High ImpactAug 28, 2026

Freight Market Stabilizes at 13.5% Rejections, Labor Day Surge Ahead

The trucking freight market appears to have found a temporary equilibrium at 13.5% tender rejection rates following a pause in July's decline trend. This stabilization, driven primarily by capacity co

FreightWaves#tender-rejection-rates#freight-market-trends#truckload-capacity
Shipping & Freight
ModerateAug 3, 2026

ArcBest Delivers Standout Q2 Results Amid Tight Capacity

ArcBest significantly exceeded seasonal expectations in Q2 2024, with its asset-based LTL division achieving a 650 basis point improvement in operating ratio, nearly double the company's typical 300-3

FreightWaves#arcbest-earnings#ltl-carriers#freight-capacity
Shipping & Freight
High ImpactJul 31, 2026

LTL Surges as Tight Truckload Capacity Drives Mode Shift

The freight market is experiencing a structural mode shift from full truckload (TL) to less-than-truckload (LTL) services, driven by tightening capacity and rising rates in the TL segment. Saia, a maj

FreightWaves#ltl-market-shift#truckload-capacity#carrier-investment