"Capacity reduction is clearly under way. Regulatory enforcement of qualifications and safety standards was arguably the most welcome development in 2025 for our industry." - Adam Miller, CEO of Knight-Swift Transportation Holdings

The trucking industry has been flooded with headlines about enforcement: English language proficiency checks, non-domiciled CDL restrictions, immigration raids, and court stays.

On the surface, this might look like a political story or an emotional response to a few high-profile fatal crashes, but it is not primarily about either paperwork or politics.

It's about freight market capacity. Who is allowed to operate? Where are they willing to operate? Can they operate profitably while following the rules? And how quickly can excess freight capacity be removed without destabilizing the whole system?

In this episode of the Art of Supply podcast, Kelly Barner covers:

Why CDL enforcement has become a de facto freight capacity lever
What the data says about drivers and smaller freight companies leaving the market
How localized disruption is starting to show up before national trends
And what we should be watching instead of (or at least in addition to) the headlines

Links: