Truck fleet, capacity, rates & outlook

Plenty is happening in (and to) the trucking market of late, so we welcome back an old friend to The Intermodal Logistics Podcast to check on where it stands. ACT Research VP and Senior Analyst Tim Denoyer joins us as our first ever in-studio guest, to go over truck production and the state of the fleet, and what that signals for capacity and activity going forward.

Plus, we address FMCSA enforcement measures and their effects on the market, how high diesel prices from the Iran conflict are changing driving behaviors (and how they're affecting costs), and why the combination of elevated rates and fuel seem to setup an opportunity for intermodal.

Additionally, Tim takes us through his thoughts on the volume picture - with a look at manufacturing, the Federal Reserve (and interest rates), tariffs and whether AI data centers are making a dent.

For more from Tim and the ACT team, visit www.actresearch.net. And you can also check out the monthly Cass Transportation Index updates at www.cassinfo.com/freight-audit-payment/cass-transportation-indexes.

As for our podcast, subscribe or follow now to catch new episodes as soon as they're out, and please do rate and review us. Have a question? Contact us at podcast@inteklogistics.com. And visit our website, www.inteklogistics.com to learn more.