Odd Lots · Thursday, August 13, 2026
New government initiatives focusing on English language proficiency and non-domiciled CDLs are reportedly leading to a significant reduction in available trucking capacity. This crackdown, aimed at improving safety and preventing fraudulent operations, is making it harder for many smaller trucking companies to operate.
“And man to complicate things, there's also been in the last couple months a Supreme Court ruling Montgomery case, which, you know, historically freight brokers who move I think on average about thirty percent of freight volumes, if I'm not mistaken, freight brokers, which are you know, a critical component to the kind of the freight ecosystem, have historically not been liable or have not been held liable for carriers negligence or carriers accidents, right, And now that's in question.”
“And naturally that's also kind of pushed people out of the market too. And you hear the same thing. I mean, I hear the same thing every day from my friends who own fleets or who are drivers. It's things are tough for them right now, and hiring drivers is difficult right now, and historically it's been Another big issue is driver turnover. I'd bring it up more issues, more rabbit holes. Driver turnover is you know, at some fleets it's over one hundred percent a year. It's crazy. It's crazy what goes on in some of these fleets. And when you kind of shrink the supply of drivers, that becomes even crazier.”
“And so that really kind of started people looking at this, and then the non dom celled CDL thing really started to take off, you know, when Sean Duffy and the dot started, I believe in June of twenty twenty five, really kind of honing in on you know, English language proficiency and non domme celled CDLs.”