Why Industrial Production Is Up but Trucking Is Still Stuck

Industrial production hit 102.5 in April 2026 and capacity utilization is rising, but the trucking industry is still mired in a recession that began in 2023. Lucas and Luna drill into why the recovery isn't reaching the road: oversupply of carriers, falling spot rates, and empty backhauls. They examine trucking employment data, the impact of the Iran War on diesel costs, and whether the industrial rebound will eventually trickle down or if structural changes in freight demand have permanently altered the landscape. A data-driven look at a persistent disconnect in the supply chain economy. #IndustrialProduction #TruckingRecession #CapacityUtilization #FreightRecession #TruckingIndustry #SupplyChainEconomy #DieselPrices #IranWar #SpotRates #CarrierOversupply #EmptyMiles #Logistics #Shipping #TruckingCrisis #Economics #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo