Trucking

Truck Capacity Crunch Persists as Supply Constraints Outweigh Demand Pressures

Capacity shortages in trucking remain a defining market factor heading into peak season, with industry leaders signaling that supply constraints—not shipper demand—are the primary market driver. Schneider National's leadership indicated the tightening may not have reached its floor, suggesting carriers will maintain pricing power despite recent softening in spot rates. Dry van linehaul rates averaged $2.24 per mile last week, down 0.7%, yet capacity limitations continue to support pricing. Shippers face continued pressure to secure equipment well in advance due to the ongoing imbalance between available truck supply and freight volumes. Major carriers are expanding logistics facilities to handle seasonal demand surges more efficiently.