Two bills just dropped in the Senate that could reshape trucking faster than anything since deregulation. Plus: Russian hackers targeted your load board, flatbed rejection rates just hit 40%, and a robot is taking the Houston-Dallas overnight run.
This week: The Dalilah Law, a trucking bankruptcy that wiped out thousands overnight, a FreightGuard civil war on Reddit, and the payroll data that's predicting Q4 capacity.
Indiana pulled the trigger on carriers employing illegal CDL holders. Plus: tariff ruling could flood LA with imports, DC finally moves on double brokers, spot rates are outrunning contract, and more.
FreightCaviar Weekly Recap.From labor deals linking Kenyan truckers to U.S. roads to federal pressure on states to enforce English proficiency rules, questions of workforce and compliance took center stage. Here are this week’s most talked-about freight stories.
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Reddit Post of the Week
This week on r/FreightBrokers, users responded to the FMCSA’s decision to scrap a proposed broker transparency rule that would have required brokers to provide transaction records in electronic format within 48 hours of a carrier’s request. While the agency signaled it will return to the issue with a new proposal in May 2026, the freight community had plenty to say about why the original rule failed—and what should come next.
The original proposal was widely seen as ineffective, even by those open to more transparency. One Redditor summed it up:
“As long as waiver remained viable, I don't think the rule would have practically changed anything.”
Commenters quickly dug into the deeper issues behind the rule and its potential consequences:
One user pushed back, asking: “Can we propose a rule for shippers and carriers to disclose their margins and profits too?”, pointing out the frustration over perceived one-sided demands for visibility.
A third commenter called the proposal a distraction, arguing it wouldn’t address the actual structural problems facing the industry:
“Carriers don't deserve to know what I make… when they can’t even follow instructions on a rate con.” They added that margin assumptions are often exaggerated, and most brokers earn modest pay relative to the work involved—especially in today’s market.
Another argued the rule would have done more harm than good, predicting it would escalate tensions between brokers and carriers:
“You would’ve seen an increase in people back-dooring your customer. Lawsuits everywhere and nobody trusting anyone.” They noted that many carriers didn’t want transparency for fairness—but to access direct shipper info.
More broadly, several people pointed to deeper issues not tackled by the proposed rule, illegal drivers, licensing fraud, and double brokering, as far more pressing problems for the industry. California was mentioned repeatedly as a hub for regulatory breakdowns, with ELP enforcement, CDL scams, and fraud drawing frustration.
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A post from Gord Magill drew strong attention this week after he blasted Nebraska’s new labor deal with Kenya as part of the “driver shortage scam.” His viral tweet called the program “total fraud” and accused U.S. officials of “replacing American truckers with Kenyan migrants,” citing what he claims is a manufactured driver shortage narrative.
At the Kenya–Nebraska Beef Trade and Investment Conference in Nairobi, officials from both governments signed a labor mobility agreement that would allow Kenyan commercial truck drivers to train and work in Nebraska. The deal was framed as a limited program to fill demand for skilled CDL drivers in the state.
“We have the need for that in the United States… Now we have labour mobility with Kenya,” said Nebraska Secretary of State Robert Evnen.
But backlash came swiftly across the trucking community.
Werner Enterprises, based in Nebraska, publicly denied involvement, clarifying it had no part in the agreement.
The deal could a spell a potential trend of labor mobility partnershipsto fill job gaps in trucking, healthcare, and manufacturing. Kenya has signed similar agreements with Germany and is eyeing more across Europe and North America.
While the Nebraska–Kenya deal is currently small in scope, the backlash reveals deeper fractures in the freight industry:
Driver shortage claims remain contested, with critics arguing the problem is more about wages and working conditions than labor availability.
Public trust in state oversight is fragile, especially after high-profile crashes and licensing failures have drawn national attention.
Labor mobility as a policy tool may become a flashpoint as states look to balance workforce gaps with public and political resistance.
FreightCaviar Story of the Week
Freight data for September paints a stagnant picture: volumes are soft, rates are flat, and capacity continues to contract slowly. According to recent reports from Nolan Transportation Group and Arrive Logistics, the market remains in equilibrium, with tech and data smoothing out traditional freight cycles.
Key takeaways
Cass Freight Index shows volumes down 3% YoY.
Spot rates dipped 0.2% with tender rejections still under 10%.
Carrier exits remain elevated (5–6K/month) while new entries lag (~4K/month).
Even legacy carriers are folding, as seen with recent bankruptcies.
Cardboard shipments, a classic demand indicator, hit their lowest Q2 level since 2015.
But under the surface, regulatory shifts and trade changes are adding new friction:
Stricter ELP enforcement in states like Texas is causing regional rate pressure.
Tariff rule changes have triggered an 80% drop in postal imports, showing how quickly freight flows can shift.
While the top-line data shows a market stuck in neutral, brokers and carriers alike should stay alert because shocks, not cycles, are driving today’s volatility.
Read the full feature to take a deeper dive into everything that is happening in the month of September.
LinkedIn Post of the Week
Tim Higham, CEO of AscendTMS, offered a timely warning about AI misuse in freight. Citing a frustrated Reddit post from a carrier who spent 37 minutes battling unhelpful AI bots, only to book nothing. Higham called for restraint in how the industry rolls out automation.
His takeaway? Moving too fast with “new toys” can damage long-standing relationships. Higham urged freight companies to proceed cautiously, double down on what works, and pull the plug quickly on what doesn’t. Otherwise, the industry risks repeating past tech fads, like blockchain, with the same lack of real-world payoff.
He also gave FreightCaviar a nod for spotlighting stories where operational missteps have real consequences, which we appreciate!
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Hello! I'm Jerome FreightCaviar! I’m into the politics of freight and the impact it will have worldwide. I'm always eager to learn more. Follow me on X @JeromeFreightC
Two bills just dropped in the Senate that could reshape trucking faster than anything since deregulation. Plus: Russian hackers targeted your load board, flatbed rejection rates just hit 40%, and a robot is taking the Houston-Dallas overnight run.
This week: The Dalilah Law, a trucking bankruptcy that wiped out thousands overnight, a FreightGuard civil war on Reddit, and the payroll data that's predicting Q4 capacity.
Indiana pulled the trigger on carriers employing illegal CDL holders. Plus: tariff ruling could flood LA with imports, DC finally moves on double brokers, spot rates are outrunning contract, and more.
The Supreme Court ruled Trump's tariffs illegal. Plus: an Illinois official took $300K and handed out illegal CDLs, cartel violence may affect your Mexico freight, 550 CDL schools just got shut down, and more.
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