Capacity crunch incoming

Discussion in 'Ask An Owner Operator' started by kay_ray, Sep 26, 2025 at 7:03 PM.

  1. kay_ray

    kay_ray Medium Load Member

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    True, a few bad actors will always try to run without a CDL, but that’s not a sustainable plan. Once their CDL is downgraded, they can’t run legal freight — no insurance, no factoring, no big broker will touch them, and if they get inspected it’s game over. FMCSA is tightening the net with SAVE checks, state downgrades, and federal audits.

    So yeah, maybe some will risk it, but most carriers aren’t going to gamble their authority on unlicensed drivers. End of the day, the effect is the same — those drivers are out of the legit market, and capacity shrinks. That’s what’s going to push rates up.
     
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  3. kay_ray

    kay_ray Medium Load Member

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    Yep, that’s exactly how it works. If a state like CA refuses to comply, FMCSA can hit them where it hurts — highway funding and CDL program certification. Without federal recognition, CA couldn’t issue any valid CDLs. Newsom can fight it in court, but until then DMV is boxed in: they either start downgrading the bad licenses or risk losing millions in federal money. Either way, those non-domiciled CDLs are on borrowed time
     
  4. tscottme

    tscottme Road Train Member

    CDL schools seem to be training every felon leaving prison and every DUI driver leaving court. The next day they wind up on the forum asking where to work.
     
  5. kay_ray

    kay_ray Medium Load Member

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    Rates are rough right now, no argument there. But this rule will take drivers out over the next year. FMCSA’s own review said about 200k non-domiciled CDLs exist, and at least 50–70k of those are up for renewal before year-end. States like CA and WA that issued 2–4 year licenses are being forced to downgrade them early too. With Trump’s visa pause, there’s no backfill coming in through H-2A/H-2B either.

    So it won’t be overnight, but by early to mid-2026 we could see 160–180k fewer drivers in the legal market. That’s when the supply/demand balance starts to matter again.
     
  6. Arctic_fox

    Arctic_fox Experienced mx13 execrator

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    Ehhh i dont think its going to be as much of a crunch as you think it will be. 200k drivers sounds like a lot sure. But depending on the source, you have between 3.5 million and 5 million truck drivers. Thats around 5% of all drivers at most. And keep in mind its over two years or more with people coming into the industry so its not going to be an all at once hammer blow but a sloe bleed. So rates wont be affected too much.

    What it WILL do is remove a LOT of bottom feeders who are running barely legal or flat out illegal. It will get rid of a some of the absolutely lowest rates. And your likely going to see the states this effects and/or these illegals and non american bottom feeders try to find a way to sidestep the issue entirely.

    Will it help? Sure, and your likely going to see a pretty big drop in wrecks and such ill bet. But its not going to just fix the industry. This is the equivlent of washing a wound to see how bad it actully is. Not even a bandaid in the grand scheme of things. And we arent even talking low hanging fruit. This is picking fruit out of the dirt.

    Rates arent going to rise across the board either. what will happen is the ones you cant even make a profit on if your running legal, paying taxes and maintaoning your rig will go away and the rates will come up to the $1 or so a mile where bigger companys with enough trucks can BARELY eek out a proft. Some of the general rates may go up a bit due to all these bottom feeder loads now competeing against them. But it wont be by a lot especially not on the load boards.

    More specialized or fixed routes arent going to change much if at all. And your likely going to see a bit of a reduction in used truck prices if not a crash as several tens of thousands flood the market. Also wouldnt suprise me if many of these morons swap to hotshot or class B trucks which are a little to a lot less well regulated as well and the rates end up staying low.

    Basically TLDR this helps. But its not a magic bullet.
     
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  7. kay_ray

    kay_ray Medium Load Member

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    True, it’s not all at once, but look what’s happening — companies are folding every week, and hardly any citizens or green card holders want to get into trucking anymore. So when those licenses bleed out, there’s nobody lining up to replace them. That’s when the squeeze shows up.we can only hope for the best
     
  8. Concorde

    Concorde Road Train Member

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    There really isn’t and it’s been this way since the start of Covid..at least that’s how I’ve seen it. It’s almost like cops don’t want to deal with it anymore because of how dangerous their job has become.
     
  9. Concorde

    Concorde Road Train Member

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    So it’s just a political side show..thanks for clarifying. Seems they should start with Florida where it’s like 1 out of ten drivers speaks English.. Florida gives out so many they don’t even bother keeping track. Wonder why they are quiet about it here..just like they were going to have ICE at the weight stations..when, next year?
     
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  10. DUNE-T

    DUNE-T Road Train Member

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    Guys, this is not just non Domiciled CDLs, it's affecting literally everyone who came here through the Mexican border during last 4 years. It's affecting everyone who is here on some kind of Humanitarian parole and/or applied for asylum. Like in my state of Michigan there is no Non Domiciled CDL, but there a Limited Term CDL. Different state have different names, but all those people gonna be affected.
    Do you hear in the news that hundreds of thousands of Haitian, Venezuelan, Cuban, Afghan and whatever other nationalities losing parole? They are affected. There are also tons of Ukranians who came in during last couple years.

    There are also people who applied for asylum 10-20 years ago and still don't have a green card, they all won't be able to drive.

    I am a first generation immigrant and all my friends are first generation immigrant truckers. You just have no idea how many people here drive trucks and don't have citizenship or green cards. Just few examples of the companies that I know the owners.
    Company one has 12 drivers and 6 of them are on parole. Company two 23 drivers and 20 on parole. Company three 30 drivers and all 30 of them are on parole. Company four 150 trucks and 60 drivers are on parole.

    It's not 200k people that gonna lose CDL, it's probably more than half a million to a million. Did you hear that 40% of Cali drivers are now Punjabis? I would bet that more than 3/4th of them don't have green cards.

    They also gonna do an audit and cancel all the CDLs that were given with violations in the first place, like for some Canadians , Mexicans and people who's asylum petition has ended already.

    Yeah, this is not gonna be just 5% of the work force they estimated, they just don't have the clue themselves yet.
     
  11. Arctic_fox

    Arctic_fox Experienced mx13 execrator

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    Im just going off what was said in the thread. Ill be honest im running 3g internet atm so loading web pages takes like 5 minutes and video is right out so i havent really looked into this stuff. If im wrong i appoligize. Im literally just doing my wind down routine for the night lol.
     
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