The Daily | December 15, 2025
In this episode of The Daily, we unpack a confusing market signal where domestic trucking capacity is tightening due to carrier attrition despite soft demand. Meanwhile, oversupply in the ocean freight market is causing carriers to lose pricing power as vessels return to the Suez Canal. We also explore how upcoming 2026 customs reforms in Mexico aim to crack down on duty evasion but will drastically increase liability for customs brokers. These changes represent a significant shift in trade governance that could reshape cross-border manufacturing compliance. New analysis of FMCSA data reveals…
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