How the Chassis Shortage Is Breaking US Intermodal Shipping

Episode 55 of The Supply Chain Economy drills into the chassis shortage that's grinding intermodal shipping to a halt. Lucas and Luna break down why a seemingly mundane piece of equipment — the chassis that carries containers on trucks — has become the most constrained link in US logistics. They look at how the shortage started with the container imbalance, why railroads and truckers can't agree on a solution, and what it means for the broader economy as manufacturing orders rise but goods can't move. Specific data from April 2026 shows manufacturers' new orders up to $662.7 billion, but capacity utilization stuck at 76.2% — and the chassis gap is one reason why. This episode explains the bottleneck in plain language, with real numbers and no jargon. #ChassisShortage #IntermodalShipping #USLogistics #SupplyChain #FreightRecession #ContainerImbalance #RailFreight #Trucking #Ports #Manufacturing #CapacityUtilization #TradeDeficit #Exports #Shipping #FexingoBusiness #BusinessPodcast #Economics #LogisticsCrisis Keep every episode free: buymeacoffee.com/fexingo