From Yahoo Finance: 2025-06-21 20:30:00

Carrier Net Revocations are up 16% compared to last year, indicating a challenging truckload market. Tender rejection rates have been rising steadily since May 2023, showing declining carrier availability. Spot rates are flat year-over-year, making profitability elusive despite a slight decline in diesel prices. Efforts to crack down on CDL fraud have intensified. Tender volumes are down 10-15%, signaling softening demand. The trucking industry faces growing systemic risk as capacity exits the market, with every major market flip historically preceded by recession-like conditions. Market inflections are hard to predict, but sustained carrier revocations suggest supply is aligning with demand.



Read more at Yahoo Finance: Carrier revocations overachievement illustrates increasing market vulnerability