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U.S. Freight Surges Spark Capacity Issues & Labor Stress

U.S. freight demand has surged in 2025, pushing logistics operators toward full utilization while labor shortages constrain capacity. Roughly 85% of freight businesses report operating near full capacity, meaning even small disruptions can significantly slow movement and reliability. Recruiting and retaining drivers remains a persistent challenge, with many carriers citing a lack of qualified applicants and heightened turnover as barriers to meeting demand. Many firms are turning to technology and automation to compensate for workforce gaps, but tight capacity and continued labor stress are elevating costs and complicating on-time delivery performance across road freight networks.