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The Daily | October 1, 2025

Today’s daily update tackles extreme market volatility, starting with the unprecedented regulatory about-face by the California Air Resources Board. ⁠CARB has essentially wiped out the two biggest components of their Advanced Clean Fleets rule⁠, including the High Priority Fleets regulation covering fleets over 50 trucks and rules that were set to bar non-ZEV trucks from port operations. We analyze the looming threat of a federal shutdown,⁠ noting that while essential safety functions like FMCSA roadside inspections and CBP cargo inspections are expected to continue⁠, critical oversight…

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