Truck booking lead times are hitting record highs—averaging over three and a half days, up from recent four-year lows—despite ample trucking capacity. This steady climb isn’t just seasonal; it’s driven by lasting habits formed during trade policy disruptions, which forced companies to stockpile inventory and book freight earlier. While longer lead times benefit carriers with more planning time, they also open the door for shippers to explore alternatives like intermodal, potentially weakening truck demand. With new tariffs and global uncertainty on the horizon, the future of these lead times remains volatile—any drop could signal a major market shift.
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