How Industrial Production Growth Is Hiding a Trucking Crisis

Industrial production and factory orders are up in early 2026, but the trucking industry is stuck in a mini-recession with spot rates below operating costs. Lucas and Luna explore why the divergence is happening, how the capacity glut from the pandemic boom still hasn't cleared, and what the latest Federal Reserve capacity utilisation data tells us about the real state of the goods economy. They examine the 'empty mile' problem from a new angle: how manufacturers' stronger output is actually making the trucking imbalance worse, not better. #Trucking #SupplyChain #IndustrialProduction #CapacityUtilisation #FreightRecession #SpotRates #FactoryOrders #Logistics #Economy #CarrierBankruptcies #FedData #GoodsMovement #TruckingCrisis #FexingoBusiness #BusinessPodcast #Economics #Manufacturing #June2026 Keep every episode free: buymeacoffee.com/fexingo