Tighter truck capacity could create an elongated rate cycle, keeping pricing higher for longer as regulatory changes, rising costs and driver availability reshape the market. In this episode of the Talking Transports podcast, FreightWaves CEO Craig Fuller and Polyglass Executive Vice President Alex Formoso join Bloomberg Intelligence’s Lee Klaskow on a panel at the Trimble Insight 2026 conference to discuss the freight recovery, regulation and technology. They explore why safety enforcement could structurally constrain supply, while high interest rates and inflation threaten demand. AI is already boosting productivity in pricing, procurement and customer service, though human relationships remain critical. They also debate autonomous trucking, the Montgomery ruling’s effect on broker liability and why carriers should invest in drivers and compliance in 2027.

<p>Tighter truck capacity could create an elongated rate cycle, keeping pricing higher for longer as regulatory changes, rising costs and driver availability reshape the market. In this episode of the Talking Transports podcast, FreightWaves CEO Craig Fuller and Polyglass Executive Vice President Alex Formoso join Bloomberg Intelligence&rsquo;s Lee Klaskow on a panel at the Trimble Insight 2026 conference to discuss the freight recovery, regulation and technology. They explore why safety enforcement could structurally constrain supply, while high interest rates and inflation threaten demand. AI is already boosting productivity in pricing, procurement and customer service, though human relationships remain critical. They also debate autonomous trucking, the Montgomery ruling&rsquo;s effect on broker liability and why carriers should invest in drivers and compliance in 2027.</p>

Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. The focus will be on trucking, railroads, ocean and air freight markets and everything in between.

<p>Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. The focus will be on trucking, railroads, ocean and air freight markets and everything in between.</p>

Talking Transports

Tighter Capacity Could Extend Rate Cycle

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ac873343-7306-4c66-90c8-b4e400cf9ef4/transcript