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📊 Daily Market Intelligence Report

Tuesday, February 03, 2026

7:00 AM CST


📊 Top-Line Summary

Market volatility has spiked significantly today, with total available loads jumping to 145,741—a 15% increase overnight and a massive surge from last week's levels. The defining characteristic of today's market is the widening gap between posted and paid rates in the Van and Reefer sectors; paid rates are now trading well above posted averages ($0.11 premium on Van, $0.16 premium on Reefer), signaling a rapid shift to a carrier's market driven by the Southeast freeze and urgent 'Protect From Freeze' requirements. Conversely, Flatbed volume is high but rates remain softer, creating a distinct divergence in strategy depending on equipment type.

📈 National Data Dashboard

Vans The van market has tightened considerably overnight, with paid rates averaging $2.30/mile against a posted average of only $2.19/mile, indicating that brokers relying on standard posted pricing will fail to cover freight today. With 27,488 loads available and volumes trending upward over the last 8 days, the $0.11 spread suggests carriers are successfully negotiating premiums, particularly on lanes touching the Southeast freeze zones where capacity is being diverted. Brokers must adjust initial offers upward to match the $2.30/mile reality, as the historical trend from last week shows a clear firming of rates that is accelerating.
Reefers Reefer conditions are extremely volatile and favoring carriers, with paid rates hitting $2.83/mile—a significant $0.16 premium over the posted average of $2.67/mile. This surge is driven by a combination of standard produce cycles and the urgent need for temperature-controlled equipment to protect dry goods from the deep freeze in the Southeast. With 10,370 loads available and volume increasing, capacity is effectively sold out in freeze-impacted regions, forcing shippers to pay substantial premiums for 'Protect From Freeze' services that are absorbing standard reefer supply.
Flatbeds While flatbed volume leads the market with 58,894 available loads, the pricing dynamic differs significantly from enclosed trailers, with paid rates of $2.29/mile actually trailing the posted average of $2.34/mile. This inversion suggests that while construction and industrial demand is robust and trending upward, capacity remains sufficient to absorb the volume without forcing rates higher. Brokers have more leverage here than in other modes, as the data indicates carriers are accepting loads below asking price to keep equipment moving, particularly outside of weather-affected zones.
Diesel Price $3.63/gal - Diesel prices have adjusted to $3.63/gallon, creating a stable baseline for fuel surcharges despite the volatility in spot linehaul rates.
OTRI Trends Tender rejections are rising sharply in the Southeast and on temperature-controlled freight nationwide, as contract carriers reject routing into freeze zones to avoid claims risk.

⛽ Diesel Price Analysis

Price Trend Over Time

Diesel Price Trend Chart

AAA Historical Price Comparison

AAA Historical Price Comparison Chart

🌦️ Weather & Seasonal Intelligence

Current Major Weather Events:

⛈️ Weather Impact Cascade

💰 Financial Market Indicators

📰 Impactful News Analysis

  1. FMCSA Warns of Aggressive Phishing Targeting Carriers 🔗:
    A new, sophisticated phishing campaign is targeting carriers with fake DOT emails. Brokers must be hyper-vigilant with carrier vetting today, as compromised carrier emails could lead to identity theft and double-brokering schemes. Verify all carrier contact info independently.
  2. DOT Audits Triggered by Safety Complaints 🔗:
    New data highlights that safety complaints are a primary trigger for DOT audits. Brokers should review carrier safety scores strictly; utilizing carriers with deteriorating safety metrics poses a higher risk of having equipment detained or placed out of service during transit.
  3. Emergency Rule Restricts Non-Domiciled CDLs 🔗:
    USDOT has issued an emergency rule tightening eligibility for non-domiciled CDLs following fatal crashes. This may immediately tighten capacity for cross-border freight and carriers relying on foreign drivers, potentially pushing rates up on border lanes.

News Impact Timeline

🔍 Competitive Intelligence

Demand Shift Indicators

👥 Customer Sector Analysis

🗺️ Regional & Lane Analysis

📍 Primary Region Focus: Southeast (FL, GA, AL, SC)

The Southeast is the epicenter of market volatility today. The convergence of a hard freeze event with end-of-month/beginning-of-month freight flows has created a dislocation in capacity. Reefer rates are spiking as dry freight converts to reefer for temperature protection, leaving fewer trucks for actual produce.

🛣️ Key Lane Watch

Atlanta, GA → Miami, FL:

Southbound capacity into Florida is commanding a premium. Shippers moving beverages, chemicals, or canned goods are requiring reefers due to the freeze in GA/North FL, stripping capacity from the market. Rates are well above the $2.30/mile national van average.

Jacksonville, FL → Charlotte, NC:

Outbound Florida freight is facing a bottleneck. Trucks are hesitant to enter the state without high-paying outbound freight confirmed. The freeze is delaying some loading, causing detention issues at shippers.

🚨 Actionable Alerts

Rate Spike Warnings:

Capacity Shortage Alerts:

Opportunity Zones:

🎯 Strategic Recommendations for Today

💼 For Customer Sales:

Narrative: Customers moving liquids or sensitive goods through the Southeast MUST approve 'Protect From Freeze' service today. Standard dry vans pose a high risk of total cargo loss due to freezing temps.

Action: Proactively contact customers with FL/GA/AL freight to authorize reefer upgrades or heater service before booking.

🚛 For Carrier Reps:

Sourcing Focus: Focus on converting dry van carriers to heater-service loads if they have the equipment. For Flatbed, leverage the high volume in the Midwest to build relationships.

Negotiation Leverage: In the Southeast, speed is the leverage. For Flatbed everywhere else, use the data showing paid rates are below posted ($2.29 vs $2.34) to negotiate firmly.

📞 Customer Communication Scripts

Rate Increase Justification For Southeast Reefer Freight

Opening Script: "Good morning. I'm calling because we're seeing unprecedented demand for temperature-controlled equipment in the Southeast right now. The hard freeze affecting Florida and Georgia has created a situation where reefer capacity is commanding $2.83 per mile—that's $0.16 above standard posted rates. If your freight requires protection from freezing, we need to discuss your options today before capacity tightens further."

Value Proposition: Protecting your cargo from freeze damage eliminates the risk of total loss claims, which can exceed the cost of reefer service by 10-20x. Securing capacity now guarantees your shipment moves safely.

Urgency Creator: Temperatures remain below freezing through Wednesday in Georgia. Carriers are rejecting standard dry van loads for freeze-sensitive freight due to liability concerns. Waiting until tomorrow reduces your equipment options significantly.

Objection Handler: I understand the rate is higher than your standard dry van cost. However, the alternative is cargo damage. A single frozen shipment of beverages or chemicals can result in a $50,000+ claim. The $0.16/mile premium is insurance against that risk. Plus, carriers are actively refusing to move freeze-sensitive freight in standard vans right now, so this isn't a negotiable market—it's a capacity reality.

Capacity Shortage Communication For Van Freight

Opening Script: "We're experiencing a significant capacity crunch on Van freight moving through the Southeast today. Available loads jumped 15% overnight to 145,741 units, but paid rates are running $0.11 above posted averages at $2.30/mile. This tells us carriers have more leverage than usual. If you have time-sensitive freight, we need to secure capacity within the next 2-3 hours before the best carriers commit to other loads."

Value Proposition: By moving quickly, we can lock in rates with premium carriers who have proven reliability records. Waiting creates risk of either higher rates or service delays as capacity tightens further.

Urgency Creator: The $0.11 spread between posted and paid rates indicates carriers are successfully negotiating premiums. This spread typically widens as the day progresses. Early morning bookings secure better carrier selection and more stable pricing.

Objection Handler: Yes, rates are elevated compared to last week. The market has shifted due to the freeze event and the 15% overnight volume surge. However, this is temporary—we expect normalization by Friday as temperatures rise. The question is whether you can absorb a 2-3 day rate premium to ensure on-time delivery, or if you need to adjust your shipment timing. Either way, we need to decide now.

Flatbed Opportunity Positioning

Opening Script: "We're seeing strong flatbed volume in the Midwest right now—58,000+ loads available—but here's the interesting part: paid rates are actually $0.05 below posted averages. This creates a unique opportunity. If you have industrial or construction freight that isn't time-critical, we can negotiate very competitive rates right now because carriers need to keep equipment moving."

Value Proposition: You get below-market pricing on flatbed freight while carriers maintain utilization. This is a win-win that typically only appears during specific market windows.

Urgency Creator: This pricing advantage is temporary. As the week progresses and capacity tightens in other regions, flatbed carriers will have more leverage. The next 48 hours represent the best buying window.

Objection Handler: The lower rates reflect adequate capacity in the Midwest, not quality concerns. Carriers are accepting loads below posted price to maintain equipment utilization and cash flow. This is normal market behavior during capacity surplus periods. You're getting legitimate pricing advantage, not compromised service.

🧭 Savvy Broker's Playbook

🔑 Executive Signal Summary


🧭 Today’s Playbook: What To Do First (0–2 hours)


💵 Pricing & Bidding Guidance (All-In Target Bands)

Notes: - All-in quoting accelerates acceptance in volatile markets - FSC (Fuel Surcharge): Keep internal tables pegged to $3.63/gal; carriers won’t move on low FSC but linehaul is the prime driver today


🌎 Regional Game Plans


🚨 Risk & Compliance Checklist (Do This Today)


📞 Customer Messaging That Works

Define acronyms where used: - PFF (Protect From Freeze), MC (Motor Carrier), BOL (Bill of Lading), BASIC/SMS (FMCSA safety metrics)


🧩 Carrier Sourcing Tactics


📦 Load Selection: What To Take vs. Pass


📈 KPI Targets & Execution Cadence


🔭 48–72 Hour Outlook (Position Now)


🧠 Pro Tips From 25 Years in the Chair


✅ Quick Checklist Before You Book


📅 This Day in History

1931: The Hawke's Bay earthquake, New Zealand's worst natural disaster, kills 258.
1961: The United States Air Force begins Operation Looking Glass, and over the next 30 years, a "Doomsday Plane" is always in the air, with the capability of taking direct control of the United States' bombers and missiles in the event of the destruction of the SAC's command post.
1995: Astronaut Eileen Collins becomes the first woman to pilot the Space Shuttle as mission STS-63 gets underway from Kennedy Space Center in Florida.

💭 Quote of the Day

"Wake up and smile! Wake up and be grateful!"

— Steve Harvey