That’s Delivered Podcast

TDP Trucking News with Tara: Freight Pulse

Trucking Ray Episode 103

This week in trucking, regulatory changes and market shifts are front and center. The Department of Transportation has tightened CDL eligibility for non-citizens, limiting access to drivers on specific visas like H2A and H2B. At the same time, a newly announced 25% tariff on imported heavy trucks is poised to reshape equipment buying decisions, with possible gains for domestic manufacturers but uncertainty for fleets. On the freight side, August data points to a cooling market as dry van, reefer, and flatbed volumes all decline, while spot rates soften. California has also repealed its zero-emission truck mandate for private fleets, slowing EV adoption. Meanwhile, regulators and lawmakers are keeping busy with discussions on hours-of-service pilots, broker transparency, and lease-purchase reforms. Looking ahead, the industry is bracing for tariff-driven price changes, compliance challenges, and whether freight demand will continue to decelerate.

✅ CDL Restrictions – Only non-citizens with H2A/H2B work visas can qualify for a commercial license, narrowing the driver pool.
 ✅ Tariff Impact – A 25% tariff on imported heavy trucks may benefit Peterbilt and Kenworth but could delay fleet purchases.
 ✅ Freight Market Cooling – August saw an 8% drop in dry van volumes with reefer and flatbed also trending down, alongside softer spot rates.
 ✅ California Rollback – Repeal of the zero-emission mandate for private fleets eases pressure on smaller carriers but slows EV adoption.
 ✅ Regulatory Watch – FMCSA is reviewing hours-of-service flexibility pilots; lawmakers continue broker transparency and lease-purchase debates.
 ✅ Looking Ahead – Watch for OEM pricing adjustments, CDL compliance hurdles, and new freight data to confirm if the slowdown persists.
 ✅ Next Guest Preview – Spencer Barkoff of Relay Payments joins the show to discuss modernizing trucking payments with Venmo-style simplicity.

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SPEAKER_00:

Hi everyone, this is TDP Trucking News with Tara, your weekly briefing on what's happening across trucking, freight, and transportation. Each week I'll bring you the biggest headlines and what to watch for in the week ahead. Let's jump into this week's news. Non-domiciled CDL rules tighten. The Department of Transportation announced stricter rules on non-citizen CDL eligibility. Only drivers with certain work visas like H2A or H2B will now qualify. This could reduce the available driver pool, especially in states with larger immigrant driver populations. States that fail to comply risk losing federal highway funds. Tariffs on imported heavy trucks. President Trump announced a 25% tariff on imported heavy trucks, effective October 1st. Domestics like Peterbilt and Kenworth may benefit, but the tariff could raise truck prices and cause fleets to delay purchases while they wait to see the impact. Freight volumes cooling. DAT data shows truckload volumes dipped in August. Dry van freight was down about 8% month over month, with reefer and flatbed also sliding. Spot rates softened slightly, signaling that the demand front loading we saw earlier this year is fading. California rule rollback. California repealed its mandate requiring private fleet to purchase zero emission trucks. This could slow EV adoption in the state, especially among smaller carriers without resources to invest in electric fleets. Looking at the market picture, spot rates remain under pressure, with contract rates holding steadier but narrowing the gap. Carrier sentiment has cooled after the summer of optimism, with imports slowing and consumer demands flattening. We may see weaker freight demands into Q4 unless holiday shipping surpasses the upside. Beyond CDL eligibility, regulators are still active. FMCSA is reviewing potential hours of service flexibility pilots, and lawmakers continue to debate broker transparency and lease purchase reforms. These issues remain on the radar for carriers and independent drivers alike. This week, keep an eye on tariff impacts. OEMs may adjust pricing or release guidance now that tariffs are looming. CDL rule compliance, freight indexes, fresh data from CAS and DAT will show in the August SIP is continuing. Congressional activity. Diesel prices have bounced recently. Carriers should budget carefully. And don't forget, any major weather disruptions this fall could throw freight flows off balance. That's it for this week's TDP Trucking News with Tara. Before I go, I want to give you a preview of our next That's Delivered podcast episode. Trucking Ray will be sitting down with Spencer Barkoff, president and co-founder of Relay Payments. Spencer takes us deep into the revolution that's bringing Venmo style simplicity to trucking's most tedious transactions. What started as a solution for lumber payments has expanded into a comprehensive digital payment platform handling fuel, parking, repairs, and more for over 100,000 carriers nationwide. Trust me, you don't want to miss this conversation. Thanks for listening. Be sure to follow That's Delivered Podcast wherever you get your shows, and check out 3Axle Coffee for your next cup on the road. I'll be back next week with more headlines. Until then, drive safe, stay informed, and that's delivered.

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