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Knight-Swift's tailwind is other carriers' capacity exit
Regulatory tightening — not freight demand — is doing the culling here. Blitzes hitting Maryland, Florida, Kentucky and Illinois are pulling unqualified drivers and unsafe equipment off the road [2], and every one of those trucks parked permanently is a rate tailwind for whoever's left. If you're… — sources — Story: www.freightwaves.com/news/regulatory-capacity… Related: [1] www.ttnews.com/articles/trump-cdl-military [2] www.freightwaves.com/news/trucking-safety-bli… [3] landline.media/running-empty-fmcsa-to-issue-p…