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Supply Chain Storm Clouds: CDL Crackdown Threatens Trucking Capacity

ITS Logistics October forecast reveals CDL crackdown threatens trucking capacity amid declining import volumes. Regulatory changes could trigger carrier bankruptcies and supply chain disruption.

This regulatory shift and capacity reduction directly impacts consumer goods availability and pricing. As trucking capacity shrinks due to CDL enforcement and carrier bankruptcies, shipping costs will inevitably rise, potentially leading to higher prices for everyday goods. The timing is particularly concerning as we approach the holiday season, when supply chains are typically under maximum strain. Businesses that rely on timely freight movement may face delays and increased costs, which could ripple through the economy affecting everything from retail inventory levels to manufacturing production schedules. The removal of lower-cost capacity threatens to disrupt the delicate balance of the drayage market, potentially creating bottlenecks at ports and rail terminals that could cascade through the entire supply chain.