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Capacity is tightening because enforcement is thinning the herd
Stewart's "carrier exits" line has a mechanism behind it: ELP out-of-service enforcement and safety purges are pulling marginal operators off the road faster than freight demand is falling. FMCSA moving to formalize its English proficiency process at border areas [3] signals that enforcement infrastructure, not just freight… — sources — Story: www.ttnews.com/articles/forward-earnings-q2-2026 Related: [1] www.ttnews.com/articles/rxo-earnings-q2-2026 [2] www.freightwaves.com/news/from-freight-audit-… [3] www.truckingdive.com/news/fmcsa-moves-to-codi…