The Daily | December 9, 2025
In this episode of the Daily, we break down the severe supply chain disruptions occurring as blockades choke Mexico’s border trade as farmers and truckers escalate unrest, stranding thousands of truckloads and causing billions in unrealized exports. We also analyze the market outlook as Morgan Stanley sees a supply-side 'spark' for trucking in 2026, predicting that regulatory crackdowns on drivers will significantly tighten capacity and raise rate floors. The conversation turns to safety and compliance, highlighting commentary that the trucking industry needs better crash data to fix critical…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.