Why Flatbed Rejections Hit 23.5% While Demand Stays Flat
Tender rejections are elevated and sustained, not spiking and retreating. Five supply-side forces are removing capacity faster than the market can replace it.
#Spot Rates
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Capacity Crunch, Not Demand, Drives Spot Rates to $3.53/Mile
JB Hunt and Knight-Swift beat Q2 earnings on double-digit contract rate gains and 15.44% tender rejections as regulatory barriers keep new carriers out and…
Spot Rates Run 40% to 70% Above Contract on Infrequent Lanes
RXO exec says contract awards on low-frequency routes carry almost no chance of being honored when capacity is tight. Shippers who proactively raised rates…
Schneider Locks Double-Digit Contract Rate Hikes as Spot Nears 2021 Peak
One-way fleet captured double-digit contract increases in Q2. June spot market resembled March 2021. Schneider raised full-year EPS guidance 18%.
Spot Rates Hold at $3.51/Mile as Diesel Falls, Capacity, Not Fuel, Drives Pricing
Knight-Swift truckload operating income up 69% year over year. Tender rejections at 14.36%, flatbed at 23%. Carriers say regulatory pressure and driver…
Why Capacity Won't Flood Back This Time
Litigation, regulation, and insurance costs are blocking the new-carrier surge that ended past rate cycles, says Triumph Financial CEO Aaron Graft.
Freight Tonnage Flat in May as Capacity Crunch Lifts Rates
Import volumes hit record highs while domestic freight demand barely budged. Tight capacity, not tonnage growth, is driving the rate rally.
Transportation Prices Hit 92.4 in June, 3.6 Points Off Record
Capacity declined for the seventh straight month while utilization jumped to an eight-year high in the back half of June. Routing guides are crumbling and…
Van Spot Rates Top Contract for First Time Since 2022
June data shows dry van spot linehaul at a premium to contract, flatbed spread down to 11 cents, and capacity pressure driving pricing power even as volumes…
Freight Rates Hit Record High in May Despite Soft Demand
FTR's Trucking Conditions Index surged to an all-time high in May, driven by tight capacity and fuel cost recovery, not volume growth.
Analysts Raise Carrier Earnings Forecasts as LTL Leads Upcycle
Deutsche Bank expects median EPS growth of 15% in Q2 and 21% in Q3 as LTL carriers restore margins and truckload capacity tightens.
Ocean Freight Rates Surge as Carrier Market Power Tightens
International container rates soar alongside domestic trucking spot rates. What market concentration means for shippers and the lanes you haul.