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Driver Shortage Warning?

Why the Index Is Slipping — But Not Signaling a Market Shift Yet

In this data-packed update from ACT Research’s 73rd Seminar, we explore the evolving situation around freight driver availability. Based on ACT’s monthly for-hire fleet survey, the driver diffusion index has slipped below the 50-point threshold for the first time in three years — a sign that conditions are tightening. But is this the beginning of another freight rate surge like we saw in 2018 or 2021? Not yet. As ACT explains, real pressure on capacity hasn’t historically materialized until the index drops below 40. 🔍 Key Takeaways: June’s 47.9 reading was the lowest in 3 years July ticked up slightly to 49 — still below neutral Comparison to historical tightening in 2018 and 2021 Why current conditions don’t yet indicate a driver-driven market shift What to watch for next in fleet hiring trends 📊 Whether you’re managing capacity or tracking freight market signals, this session offers early indicators worth monitoring — and context on what really drives pricing power in tight cycles. 🔗 Learn more at www.actresearch.net

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