The Supply Chain Isn't Breaking. It's Running Out the Clock
Four separate deadlines are converging on the trucking industry this quarter — a shaky ceasefire in the Strait of Hormuz, a deferred USMCA renewal, a freight market that's quietly re-tightening, and an AI-driven chip shortage nobody's watching yet. None of these are happening in isolation, and each one compounds the others. Here's what's actually driving them, what's still unverified, and what it means for your fleet's fuel costs, freight rates, and equipment lead times over the next 90 days.
