Summary
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The U.S. truckload market is approaching a structural capacity crunch as carrier rejections hit 18% for dry van and 25% for reefer in early June, while flatbed rejections stayed at 30-40%. ACT Research has declared a driver shortage, and Class 8 tractor orders fell to around 13,200 units in May as fleets delay replacement. With the average fleet age at a decade-high 6.3 years and cabotage enforcement tightening cross-border capacity, analysts expect elevated rates to persist into 2027.