Freight News
7/24/2026

Is This Trucking Market Different? Why Capacity Won’t Flood Back In
Short summary
Aaron Graft, CEO of Triumph Financial, argues the current freight market cycle is structurally different from past upturns. Increased litigation, regulation, and legislation create barriers to entry that prevent new capacity from flooding back in. This suggests tight market conditions may persist longer than historical patterns would predict.
- •Current freight cycle structurally different due to regulatory and legal barriers to entry
- •New capacity unlikely to surge back as in previous upturns
- •Tight market conditions may persist longer than historical patterns suggest
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