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The Supply-Driven Crunch: Why AI Shippers are Outbidding the Grocery Aisle
The four-year "trucking slump" is officially over, and the pendulum has swung violently back. Shippers are now facing a supply-driven capacity crisis that feels "meaningfully different" from any recovery seen in recent history. While shipment volumes remain relatively flat, dry-van spot rates have spiked 52% year-over-year, hitting daily highs of $3.22 a mile—the hottest the market has been in over four years.This episode explores the perfect storm creating this crunch:
The AI Race: Tech titans like Meta are in a mad scramble to complete massive data centers, gobbling up reefer capacity…
The skinny
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