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September truck tonnage falls, after two months of gains, reports ATA
Logistics Management October 21, 2025
“Tonnage levels remain choppy, but they are up 2.1% since hitting a low in January,” said ATA Chief Economist Bob Costello. “Compared to the high three years earlier, however, truck tonnage is still off by 3.9%. In fact, September’s tonnage level was essentially the same as in September 2023, underscoring the tough freight market over the last few years.”
Link: American Trucking Associations Press Release ATA Truck Tonnage Index Fell 0.9% in September
Dry van report: Monthly imports expected to drop below 2 million TEU as tariffs continue to rise
DAT Freight & Analytics Dean Croke October 21, 2025
“This year’s peak season has come and gone, largely due to retailers frontloading imports ahead of reciprocal tariffs taking effect,” NRF Vice President for Supply Chain and Customs Policy Jonathan Gold said. “New sectoral tariffs continue to be announced, but most retailers are well-stocked for the holiday season and doing as much as they can to shield their customers from the costs of tariffs for as long as they can.”
Old Dominion Freight Line plans 4.9% rate increase
Trucking Dive David Taube October 21, 2025
The increase is the first GRI for the Thomasville, North Carolina-based firm since last December. It follows a similar announcement involving a 5.9% increase by ABF Freight parent company ArcBest in August.
Knight-Swift to Unify LTL Brands Under AAA Cooper
Transport Topics Keiron Greenhalgh October 21, 2025
Analysts are generally positive about the LTL unit’s prospects, with Deutsche Bank’s Richa Harnain writing in an Oct. 1 research note that it has a lot of scope to expand margins and grow top-line as well as untapped synergy potential from being the only public operator with a “growing LTL and truckload segment.”
Industry group calls for tougher licensing, better training amid trucker crackdown
Journal of Commerce William B. Cassidy October 21, 2025 $Subscription Based
A crackdown on unqualified and illegal truck drivers in the US is already said to be tightening capacity in certain markets, but some want the crackdown to go further.
The Owner-Operator Independent Driver’s Association (OOIDA) is urging the House of Representatives and Senate to write new truck driver licensing rules into law.
Link: OOIDA Letter To Congress Improving Commercial Motor Vehicle Training, Licensing, and Qualification Standards
Analysts: federal efforts to shrink excess trucking capacity could take time
DC Velocity Ben Ames October 21, 2025
“The potential for a capacity-driven recovery in trucking has risen over the past month due to severe restrictions imposed on issuing and renewing commercial driver’s licenses for foreign drivers,” Avery Vise, FTR’s vice president of trucking, said in a release. “However, despite some anecdotal reports about various effects of a crackdown on immigrant drivers, available data has yet to show a substantial impact on market conditions.
FedEx’s road to fortune: Adopt gig worker model and dominate B2C delivery
Freight Waves Opinion Satish Jindel October 21, 2025
Gig workers who can load small packages in the back seat of their car are ideally suited for home delivery, with under one-pound parcels representing almost 30% of B2C volume, and parcels weighing less than five pounds accounting for two-thirds of the 13.7 billion in e-commerce home deliveries.
Preliminary Net Trailer Order Activity in September Improved, as Expected
ACT Research October 21, 2025
“Sequentially, September’s higher net order intake was expected, as the annual cycle begins to move toward stronger order months at the end of Q3 when the industry begins opening next year’s orderboards,” said Jennifer McNealy, Director CV Market Research & Publications at ACT Research.
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