The UP-NS pitch to regulators is that the combined network would pull 2.1 million truckloads off highways annually. Plus: USPS signs a $10B+ deal with DHL, 20+ carriers go under in May, and Hub Group's CFO and COO are out.
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.
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The bill is named after Dalilah Coleman, a 5-year-old who was left with a traumatic brain injury and Cerebral Palsy after an undocumented driver fell asleep at the wheel of a semi and plowed into six stopped vehicles on a California highway.
It would restrict CDLs to citizens, lawful permanent residents, and a narrow set of visa holders, with English-only testing required
An estimated 600,000+ drivers could be disqualified, roughly 16% of the active driver pool
Reactions split fast: carriers saying "about time," skeptics saying "I'll believe it when I see it."
If Congress passes it, it's a federal statute; states comply or lose highway funding.
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Supply chain professor Jason Miller posted a chart overlaying dry van spot rates against trucking employment going back to 2017.
His read: if rates hold at current levels, expect carriers to start adding capacity around Q4 2026, with the hiring wave accelerating into Q1 2027.
Every time spot rates climbed, payroll followed 9–12 months later. You can see it clearly in 2018, 2021, and 2022.
Spot rates are already ticking back up into positive YoY territory as of early 2026, suggesting capacity additions could start showing up by Q4.
The comments pushed back: CDL school shutdowns, ELP enforcement, and the Dalilah Law mean the supply side may not replenish the way it has every other cycle
The question this cycle is whether regulation rewrites that rule and what that means for brokers trying to lock contract rates before the market tightens.
Trending on Reddit: Daily Reminder to Leave More Freightguards
r/FreightBrokers erupted this week over a simple post: "Daily reminder to leave more FreightGuards." What followed was 70+ comments of brokers and carriers going at each other's throats.
The original list: fake driver info, lying about updates, partials on dedicated loads, uninsured trucks, no-call no-shows: all FG-worthy per OP
Carriers fired back: FG is being abused, losing its meaning, and mega brokers are pricing themselves out by being too picky on compliance
The spiciest comment: a carrier pointing out that as of January 16th, carriers can now file against broker bonds, delay detention paperwork, and have operating authority suspended.
The thread that keeps giving: one broker shared a driver who claimed he was "1.5 hours away," while tracking showed he was 180 miles out.
Another user's response to the whole debate: "Can't wait till post March 6th when all the non-domiciled guys get forced out — you're gonna be begging carriers with horrible service to cover your loads."
Circle Logistics moves over 300,000 loads annually, making fraud prevention a constant priority. When a six-figure copper shipment was targeted, Highway alerted Circle that the carrier’s identity had been compromised.
“We didn’t have the data points we needed to truly know who we were working with. Highway brought all the identity data together in one place.” — Andrew Smith, SVP, Circle Logistics
Circle intercepted the fraud attempt before pickup—avoiding a six-figure loss and strengthening carrier verification across its network. Today, verified Carrier Identity data is embedded directly into its workflow, reducing risk at scale across hundreds of thousands of loads.
Trending on YouTube: Thousands of Truckers Just Lost Everything Overnight
Michael Bordenaro (381K subscribers) broke down the Palladen Capital collapse, a holding company that owned eight trucking firms, including Quickway, Magnum Express, and Central Logistics.
When it converted from Chapter 11 to Chapter 7, every subsidiary shut down simultaneously. Drivers had no idea they all shared the same parent company.
Thousands of drivers got termination letters with no warning. Many had 10–20 years with these companies.
Pensions are promises, not guarantees. In Chapter 7, secured lenders get paid first, employees last.
401ks aren't bulletproof either. Funds can be frozen in court proceedings for years
The part that stings: in bankruptcy, the people who kept the trucks moving are dead last behind banks, bondholders, and legal fees.
Trending Meme of the Week
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The UP-NS pitch to regulators is that the combined network would pull 2.1 million truckloads off highways annually. Plus: USPS signs a $10B+ deal with DHL, 20+ carriers go under in May, and Hub Group's CFO and COO are out.
Echo Global Logistics is heading back to court after the Supreme Court stripped brokers of their legal shield. Plus: insurance premiums aren't stopping, AGX Freight sues R&R and Huntington, Walmart just closed the door on inbound LTL, and more.
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