Fast Lane: "Hot Shot" Trucking Experiencing Increased Adoption? MS Survey Says Probably Not, New TSLA Semi Order, & Class 8 Orders

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Fast Lane: "Hot Shot" Trucking Experiencing Increased Adoption? MS Survey Says Probably Not, New TSLA Semi Order, & Class 8 Orders

Update

July 13, 2026 04:05 AM GMT

Morgan Stanley & Co. LLCMFreight Transportation | North America Ravi Shanker

Equity Analyst

Fast Lane: "Hot Shot" Trucking Ravi.Shanker@morganstanley.comNancy Hipp +1 212 761-6350

Research Associate

Nancy.Hipp@morganstanley.com +1 212 761-1311

Experiencing Increased Madison J Pasterchick

Madison.Pasterchick@morganstanley.com +1 212 761-3787

Adoption? MS Survey Says

Freight Transportation

North America

Industry View In-LineProbably Not, New TSLA Semi

Order, & Class 8 Orders Pleasepublishedsee lastlinksweek:below to other research we

Amazon Shipping Reportedly Pursues

Our survey shows that while "hot shot" trucking can be Competitive Pricing to Gain Share (9 July 2026)

beneficial, adoption remains limited, especially with Carriers. Truck Stop/TLSS: Demand Scores While Supply

Plays Defense (8 July 2026)

Also, last week, QX Logistix ordered 20 Tesla Semis for its

2Q26 Preview: The Debate Moves Into

California operations and Class 8 orders continue to rise.

Uncharted Territory; Downgrading Industry View

We conducted a survey of 181 Brokers, Shippers, and Carriers to assess recent to In-Line (6 July 2026)

and expected use of "hot shot" trucks and other non-traditional equipment. “Hot Key Takeaways from Freight Pulse 82: A Positive

Shot” trucking is a specialized service that uses medium-duty pickup trucks, such as (If Not Entirely Convincing) Picture (6 July 2026)

Class 3-5 trucks, to pull attached flatbed trailers in a time efficient manner. There is Truck Stop/TLFI: Everything in Moderation (1

a thesis emerging amongst Shippers that hot-shot capacity could fill in for July 2026)