
Schneider CEO Says Capacity Correction Will Drive Freight Upcycle
Jim Filter expects supply-side tightening to push the market higher as carriers exit and equipment orders lag demand.
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Jim Filter expects supply-side tightening to push the market higher as carriers exit and equipment orders lag demand.

Both spot and contract rates moved up during the first quarter while carriers focused on internal efficiency and operational improvements.

The 3PL reported improved margins as capacity leaves the market, but demand remains flat: a supply-driven recovery that changes how fleets price spot loads.