Summary
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ArcBest and ABF Freight announced a 5.9% general rate increase for LTL services effective later this month — approximately six weeks earlier than the industry’s traditional annual pricing window. The early GRI reflects unusually tight LTL conditions from FMCSA enforcement removing tens of thousands of drivers, Supreme Court rulings increasing shipper liability exposure, and structural capacity constraints. ArcBest noted freight mix shifting toward heavier shipments amplifying yield impact. Shippers should expect other major LTL players to follow.