Trucking’s Two-Front War: Capacity Contracts And Costs Explode
The freight market is living a double life. On one hand, the domestic market is hitting the brakes, defined by shrinking truckload capacity and regulatory friction. On the other, global players and specialized sectors are flooring the accelerator on massive investments.In this episode, we dissect this "market schizophrenia". We look at how a 32% drop in new tractor builds and stricter enforcement of driver language rules are tightening the screws on capacity. We also explore the massive strategic investments happening in global air cargo, AI-driven safety tech, and specialized healthcare…
The skinny
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