It's Not Demand: The REAL Reason Trucking Rates Are Spiking

This recent spike in freight rates has almost nothing to do with demand. In this video, our expert explains why we're witnessing a pure supply-side issue that has been building under the surface for the last three years.

While overall economic demand is flat, truckload demand is actually down significantly, with intermodal rail taking a huge chunk of long-haul freight. This has been bleeding capacity out of the market, forcing carriers to operate below cost for years. We break down what it means when a major operator like Heartland posts a 106 OR (Operating Ratio), a clear sign that pricing is underwater and companies are surviving on cash reserves.

This is the vulnerability we've been warning about, and it's finally here.

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Видео It's Not Demand: The REAL Reason Trucking Rates Are Spiking канала FreightWaves