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Freight System Capacity

Freight Capacity Is Tightening From Both Ends

Multiple converging signals confirm North American freight capacity is tightening structurally across trucking, LTL, and ocean modes.
ArcSpan Advisory 12 Jun 2026

SCOTUS and ELD Attrition Set Trucking's New Supply Floor

SCOTUS broker liability ruling, ELD enforcement, and fuel-driven rate spikes converge to structurally tighten North American trucking capacity.
ArcSpan Advisory 22 May 2026

Capacity Is Leaving Before the Infrastructure Response Arrives

Freight capacity tightens across modes while structural responses remain delayed, fragmented, or blocked by governance.
ArcSpan Advisory 08 May 2026

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