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Book any load in 10 minutes with an army of carrier reps. Lanesurf calls, texts, and emails carriers simultaneously to book loads instantly. Watch Live |
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The market this week is about who controls capacity and who carries the cost. New York’s CDL lawsuit, STG’s recap, and TFI’s split numbers all point the same direction: lanes are getting tighter, contract pricing is lagging, and broker margins are caught in the middle.
Plus: STG exits Chapter 11 with $1 billion less debt, TFI’s truckload beats while LTL slips, and Trump’s steel tariff carve-out scrambles cross-border shipper plans.
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| On the Desk |
$73 million at stake: New York challenges DOT’s non-domiciled CDL ruling
New York’s AG sued the DOT in federal court Friday over $73 million in highway funding withheld for non-domiciled CDL enforcement. Whichever way it lands, the trajectory for broker capacity planners is the same: federal CDL scrutiny isn’t loosening, regional capacity keeps thinning, and contract books locked at last year’s rates will keep absorbing the squeeze.
Read on FreightWaves →
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STG Logistics nears bankruptcy exit
STG Logistics filed its plan to walk out of Chapter 11 with $1 billion less debt and $150 million in new capital from Fortress and Invesco. For brokers running container moves, two things matter: STG’s intermodal book stays alive, and the recap is one more data point on what private equity will and won’t keep funding when 3PL covenants tighten.
Read on FreightWaves →
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First look: TFI’s LTL group struggled, truckload shows improvement
TFI beat consensus on EPS and revenue, but the read-through for brokers is in the segment mix. LTL operating income fell 35%, yield slipped, and the OR climbed 220 basis points. Truckload and Logistics improved, and CFO David Saperstein said April was stronger than March. For brokers selling LTL into shipper RFPs, the pricing floor is moving.
Read on FreightWaves →
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| Shipper Radar |
Trump ties tariff relief to US steel shift
A Federal Register notice formalizes a Commerce program offering Canadian and Mexican steel and aluminum producers tariff relief if they shift capacity into the U.S. Cross-border lanes are getting redrawn. Shippers in metals-adjacent supply chains, automotive, construction, packaging, are rebuilding sourcing maps mid-quarter, and brokers handling that freight are seeing bid pages rewrite themselves.
Read on FreightWaves →
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| The Week Ahead |
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Bid season visibility. May 7-8 brings the broker Q1 earnings cluster, the cleanest read so far on whether contract resets are catching the rising spot floor.
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FreightWaves Event · May 20, 2026
Freight Fraud Symposium 2026
Cleveland, OH · Rock & Roll Hall of Fame
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That’s your Check Call for the week.
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