Truck Stop/TLFI: Reaching an Elevated Equilibrium

研报英文原文证据摘录

Truck Stop/TLFI: Reaching an Elevated Equilibrium

s respondents between 7/1/2026 and 7/7/2026

- 105 CARRIERS SHIPPERS BROKERS / OTHER

65 reactiveFrommodeour perspective,as the marketmanycontinuesshipperstostilltighten.appearAstoratesbe operatingmove higherin aand

procurement strategies adjust, some are being forced to revisit sourcing (Bullish 45 Rates continue to push higher as shippers attempt to rebuild their network. decisions that looked reasonable just a few months ago. Our experience

Many shippers are pushing asset carrier to pickup where brokers are different. As a mid-sized brokerage, we've spent years 25 has overpricing or failing but we are committed to shippers that have given in carrier relationships, compliance, and disciplined qualification

capacity when rates were depressed. We know they'll go back to brokerage us Capacity demandcontinuingpicksto remainand/or iftight.hurricaneCouldseasonbecomeis eventful.a real issue when investingbeenstandards.somewhat Those investments are proving valuable now. Rather than

scrambling to find capacity, we've been able to work through changing 5 on the next cycle. market conditions by having candid conversations with our carrier network

rates, network priorities, and long-term partnerships. Markets change. Bearish)-15 aboutStrong relationships make those changes much easier to navigate. Spread

-35

Pt. -55 Supply and demand seem near equilibrium for now. Freight rates need to

increase to allow for increases in driver pay to attract and retain the

really hard to pin down FTL pricing in some regions, with volatility

appropriate quality and quantity of drivers. The industry as a whole does % -75 not It is extremely tight and expensive right now leadingIt's to significant price increases on a weekly basis. Expecting some