How Rising Imports Are Crushing US Trucking Margins

Lucas and Luna examine a surprising disconnect: US manufacturers' new orders jumped 4.8% in April, industrial production hit 102.5, and imports are surging — yet trucking spot rates are barely above operating cost. They trace the problem to a flood of new carriers that entered during 2020-2022, creating chronic overcapacity. Even as freight volumes grow, the number of trucks grew faster. The episode focuses on one owner-operator in Gary, Indiana, who is now hauling at a loss just to keep his rig financed. Lucas explains why this 'trucking recession' could persist through 2027 unless capacity exits the market. #Trucking #Freight #SupplyChain #Logistics #Overcapacity #OwnerOperators #IndustrialProduction #Imports #GaryIndiana #SpotRates #TruckingRecession #FreightVolume #DATFreight #FexingoBusiness #BusinessPodcast #Economics #Manufacturing #CapacityUtilization Keep every episode free: buymeacoffee.com/fexingo