Capacity Bubble Deflating

J.B. Hunt executives are cautiously optimistic that trucking’s long-standing capacity glut is beginning to ease. On the carrier’s Q3 earnings call, leaders noted a recent tightening in spot markets and attributed it in part to new regulatory enforcement targeting non-domiciled CDL holders and English proficiency standards. These measures are expected to accelerate carrier exits and rebalance supply, though soft freight demand continues to temper the impact.

Industry data from Truckstop.com and FTR indicate a modest uptick in spot rates, suggesting early signs of market correction. Meanwhile, analysts warn that skepticism remains until shippers feel real effects in their lanes.

At The Logistix Company, we’re monitoring these shifts closely — aligning capacity strategies and forecasting tools to keep freight moving efficiently as market equilibrium seemingly approaches.
Fast freight, handled with TLC.