Financial Ports

US Freight Market Defies Gloom: Rates Rise as Capacity Exits

CLAVE 1 / 4Load-to-truck ratios cooled from 2-to-1 in early 2025 to 1.3-1.5 by August, signalling a healthier market.

CLAVE 2 / 4Most truckload carriers posted double-digit rate increases in Q2 2025.

CLAVE 3 / 42-3% of industry capacity has exited, with more expected to follow.

CLAVE 4 / 4Covenant Logistics shifts focus from commoditised OTR to high-service niches like live chicken hauling.

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