Rig Load Report

Capacity & Volume

Reporting and analysis from Rig Load Report focused on capacity & volume and the freight signals shaping domestic transportation.

Showing 4 posts in Capacity & Volume.

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Freight is running back to the railroads. The railroads have seen this before.

Lead Story

June 19, 2026

Freight is running back to the railroads. The railroads have seen this before.

Truckload spot is double the intermodal rate on paper. Door to door the gap is smaller, it is slow to capture and the last cycle says it is rented.

Start with the week's main read. A deeper look at freight, fuel, capacity and the signals moving the market.

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Capacity & Volume

Capacity & Volume archive

Every published post in this category, still arranged with the same editorial lead-and-archive rhythm.

June 13, 2026

The one-legged freight recovery

Spot rates are at multiyear highs, but the rally is supply- rather than demand-driven, and reaccelerating inflation will decide whether the demand ever shows up.

May 9, 2026

The order book in front of EPA 2027

Class 8 orders ran hot for four straight months of 2026. The orders are borrowed from 2027. The cliff is already on the schedule.

March 14, 2026

The Dalilah Law and the capacity crunch not yet priced in

The proposed CDL restrictions could pull hundreds of thousands of drivers off the road, but the recertification bottleneck may be the bigger stor...