The Load Letter — May 5, 2026 | Freight Market Briefing.

The Strait of Hormuz isn't resolved, fuel costs are elevated, and the market is tightening faster than most brokers realize. Today's briefing covers what the latest Hormuz developments actually mean for your rates, a cargo theft scheme exploiting valid carrier authorities that should put your vetting process on notice, why DOT Blitz Week is a dry van rate catalyst you can use in shipper conversations right now, and how Amazon's new 3PL play should be sharpening your pitch to mid-market shippers. A lot moving at once — here's how to stay ahead of it.