Freight Demand Shift Incoming?

In this freight demand analysis from ACT Research’s 73rd Seminar, we dig into a pivotal shift in the trucking market: the slowing — and possible reversal — of private fleet freight growth. Using data from the CAS Shipments Index and ACT’s own Freight Composite, ACT analysts break down the evolving freight mix between private and for-hire carriers. While private fleets have made up an estimated 55% of the truckload market, recent data suggests a sharp slowdown in private freight activity — a shift that could push more volume back into the for-hire sector, eventually impacting capacity and driving rates higher. 🔍 Key Takeaways: CAS Shipments Index as a proxy for for-hire freight ACT Freight Composite captures full freight economy Private fleet freight growth is stalling — or reversing Implications for for-hire demand and rate pressure What this transition could mean for shippers and carriers 📉 If you’re monitoring freight volume shifts, market cycles, or strategic positioning, this session offers timely insight into one of the most under-watched freight dynamics of 2025. 🔗 Learn more at www.actresearch.net