Analysis of Structural Pressures in U.S. Freight Economics

Written by Emily J. Thompson, Senior Investment Analyst

Source: Newsfilter

Updated: May 13 2026

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Source: Newsfilter

Structural Cost Pressures: Industry leaders agree that the cost pressures facing U.S. freight are structural rather than cyclical, driven by factors such as Dalilah's Law, the FMCSA CDL rule, and record-high diesel prices, which collectively exacerbate market pressures and render traditional responses inadequate.
Potential Driver Shortage Risk: Dean Croke flagged an emerging risk as large carriers push for hair follicle drug testing as part of CDL qualification, which could lead to the first legitimate driver shortage in U.S. freight history, impacting operational capabilities amid current capacity constraints.
Cross-Enterprise Efficiency Gains: Data shared by Ajesh Kapoor indicates that planning freight across enterprises can reduce empty miles from the industry average of 28-43% to below 10%, highlighting that current transportation management systems fail to address the coordination gap between companies, leading to resource wastage.
Mismatch Between Technology and Driver Thinking: Dean Croke noted that the existing freight technology stack does not align with how drivers operate, resulting in average driving time logged at only 6.5 hours out of a possible 11, and unless system designs are improved, efficiency gains will remain incremental.

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About RIME

Algorhythm Holdings, Inc. is an artificial intelligence (AI) technology and consumer electronics holding company. The Company’s business units include SemiCab, which is an AI-enabled software logistics business operated through the Company’s subsidiary, SemiCab Holdings, LLC. Its AI-enabled, cloud-based collaborative transportation platform achieves the scalability required to predict and optimize millions of loads and hundreds of thousands of trucks. To orchestrate collaboration across manufacturers, retailers, distributors, and their carriers, SemiCab uses real-time data from AI-based load tendering and pre-built integrations with TMS and ELD partners. SemiCab has enabled retailers, brands and transportation providers to address these common supply-chain problems globally. SemiCab uses AI/ML predictions and advanced predictive optimization models to enable fully loaded round trips. With SemiCab’s AI platform, shippers pay less, and carriers make more without having to change a thing.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

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