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📊 Daily Market Intelligence Report

Tuesday, November 10, 2026

7:10 AM CST


📊 Top-Line Summary

Available loads increased 10.4% to 126,281, but the national market average fell to $2.86/mile from $2.95 yesterday. Growth is concentrated in heavy haul, flatbed and specialized freight rather than van, so rising total listings do not establish nationwide tightening. The Southeast remains the strongest brokerage opportunity, with a leading pressure score of +0.69: Birmingham is +3 density with four-day rates up 68%, while Montgomery is +3 with rates up 52%. Nearby Atlanta is +2 despite rates falling 34%, and Knoxville is -2 with rates down 46%, creating distinct pricing and procurement opportunities within the same region. Prioritize Birmingham-to-Atlanta outbound service and Knoxville-to-Montgomery capacity sourcing. Diesel has already declined for 14 consecutive days to $6.157/gallon, while falling fuel futures suggest additional cost relief is possible over the next one to two weeks. Today's report of trucking authority suspensions makes dispatch-time authority verification particularly important.

Insight

Check Wednesday Permit Availability Today

Tomorrow is Veterans Day, making today's permit and appointment checks especially important as heavy-haul listings rise 21.9%. Confirm each relevant jurisdiction's permit-office schedule and movement restrictions, along with shipper and receiver staffing, before promising Wednesday execution. Separate equipment availability from legal movement readiness: a committed tractor and trailer do not establish that an oversize shipment can depart on schedule.

Daily market overview

⛽ Diesel Price Analysis

Price Trend Over Time

Diesel Price Trend Chart

Diesel Historical Price Comparison

Diesel Historical Price Comparison Chart

🌦️ Weather & Seasonal Intelligence

U.S. freight weather impact map

Current Major Weather Events:

Weather Affected Corridors:

I-10
Interstate10
Severe
State
Hazards
Flood Warning
Alert Count
1
I-4
Interstate4
Severe
State
Hazards
Flood Warning
Alert Count
1
Weather Insight

Phoenix Sunshine Does Not Clear Flooded Approaches

Clear Phoenix-area weather through Thursday does not resolve Salt River crossing flooding caused by upstream dam releases; the warning continues through Wednesday morning. Obtain facility-specific approach instructions before dispatch rather than relying on a driver's normal route. With Phoenix at +2 density and rates up 55%, an access failure could turn a manageable detour into a costly replacement-truck purchase; confirm the route before locking the pickup appointment.

💰 Financial Market Indicators

📰 Impactful News Analysis

  1. Reported trucking authority suspensions raise immediate carrier-verification risk 🔗:
    Today's article reports roughly 5,000 trucking authorities suspended in a single day amid continuing registration-system problems. The supplied summary does not establish the cause of every suspension, the affected active fleet count or the reinstatement timetable. For quoting, retain a recovery allowance only where a booked carrier's status creates a real service risk; for sourcing, verify active authority and insurance before dispatch and maintain a qualified backup. Explain to customers that additional validation protects service, without describing the report as proof of a nationwide truck shortage. Resolve discrepancies through documented confirmation rather than assuming either administrative error or carrier misconduct.
  2. Cold-storage outlook reduction highlights service-cost pressure beyond reefer linehaul 🔗:
    Current reporting says Lineage reduced its 2026 outlook and cited oil costs, constrained trucking capacity and tariff uncertainty as business headwinds. These company-level observations should not override today's broader reefer readings: paid rates are $3.38/mile, available loads increased only 0.9%, and the seasonal produce signal is moderate. Broker quotes should distinguish linehaul from appointment, detention, temperature-control and handling exposure; source carriers with confirmed equipment readiness and communicate facility requirements before pickup. The opportunity is reliable cold-chain execution, not an unsupported blanket reefer surcharge or an assumption that every cold-storage facility is congested.
  3. Reported diesel-cargo diversions leave supply timing uncertain despite falling futures 🔗:
    Today's article summary reports two diesel tankers diverting from intended U.S. destinations and another without a declared unloading port. The supplied material does not quantify the domestic supply effect or confirm a trucking fuel shortage. Keep customer fuel discussions anchored to the verified $6.157/gallon retail average and falling futures, while recognizing that shipment-level supply uncertainty could affect how quickly wholesale relief reaches retail. Avoid speculative carrier premiums or fixed promises about surcharge reductions; use the applicable contractual benchmark and maintain normal fuel-cost communication with carriers.

🔥 Market Heat & Rate Momentum

114 freight markets · load density as of Nov 10, 7:11 AM CT; spot rate change over the 4 days to Nov 9, 11:01 AM CT. Density runs from very cool (more trucks than loads) to very hot (more loads than trucks).

Region scoreboard

RegionPressureMarketsAvg rate change
1. Southeast+0.6919 hot / 11 cool+28% 4-day
2. Mountain West+0.582 hot / 4 cool+87% 4-day
3. South Central+0.055 hot / 12 cool+58% 4-day
4. Midwest-0.0513 hot / 13 cool+25% 4-day
5. West Coast-0.654 hot / 11 cool+31% 4-day
6. Southwest-0.781 hot / 4 cool+71% 4-day
7. Northeast-1.842 hot / 13 cool-19% 4-day

Pressure = average density level + 4-day rate change ÷ 50. Higher means tighter capacity and more pricing power.

Hottest markets

Birmingham, AL
+1 vs yesterday, 5 days hot
very hot +3+68% 4-day
Montgomery, AL
5 days hot
very hot +3+52% 4-day
Little Rock, AR
+5 vs yesterday
very hot +3+40% 4-day
Salt Lake City, UT
5 days hot
hot +2≥+100% 4-day
Portland, OR
5 days hot
hot +2+73% 4-day
Phoenix, AZ
5 days hot
hot +2+55% 4-day

Coolest markets

Scranton, PA
5 days cool
very cool -4-85% 4-day
Peoria, IL
5 days cool
very cool -4-26% 4-day
Cedar Rapids, IA
5 days cool
very cool -4+0% 4-day
Salinas, CA
5 days cool
very cool -4+0% 4-day
Burlington, VT
5 days cool
very cool -4+10% 4-day
Garden City, KS
5 days cool
very cool -4+34% 4-day

Rates rising fastest

Amarillo, TX
5 days cool
very cool -4≥+100% 4-day
Denver, CO
5 days hot
slightly hot +1≥+100% 4-day
Salt Lake City, UT
5 days hot
hot +2≥+100% 4-day
Billings, MT
5 days cool
very cool -4≥+100% 4-day
Las Vegas, NV
2 days cool
slightly cool -1+97% 4-day
Tulsa, OK
-1 vs yesterday, 5 days cool
cool -2+92% 4-day

Rates falling fastest

Philadelphia, PA
5 days cool
slightly cool -1≤-100% 4-day
Allentown, PA
-2 vs yesterday
slightly cool -1-85% 4-day
Scranton, PA
5 days cool
very cool -4-85% 4-day
Knoxville, TN
-1 vs yesterday, 5 days cool
cool -2-46% 4-day
Columbus, OH
2 days hot
slightly hot +1-44% 4-day
Richmond, VA
+1 vs yesterday, 5 days hot
hot +2-42% 4-day

Heating up since yesterday: Little Rock, AR (+5), Grand Rapids, MI (+2), Fort Smith, AR (+2), Charleston, SC (+2), Jacksonville, FL (+2), Toledo, OH (+2)

Where to sell, where to buy

Market typeStrongest examplesBroker play
Tightening (hot + rates rising)Birmingham, AL (+3, +68%), Montgomery, AL (+3, +52%), Little Rock, AR (+3, +40%), Salt Lake City, UT (+2, ≥+100%), Portland, OR (+2, +73%), Phoenix, AZ (+2, +55%)Shippers need trucks and pay more. Quote up with short validity, cover early, prioritize outbound sales.
Rates lagging demand (hot + rates flat/falling)Richmond, VA (+2, -42%), Atlanta, GA (+2, -34%), Memphis, TN (+2, +0%), Columbus, OH (+1, -44%), Greensboro, NC (+1, -14%), Wilmington, NC (+1, +0%)More loads than trucks but rates have not caught up yet. Lock carriers at today's price before rates firm.
Rate spike without volume (cool + rates rising)Amarillo, TX (-4, ≥+100%), Billings, MT (-4, ≥+100%), Lubbock, TX (-4, +85%), Albuquerque, NM (-4, +75%), Tucson, AZ (-4, +65%), Fargo, ND (-4, +55%)Rates jumped without load pressure; expect them to revert. Avoid long buy commitments, check for a local cause.
Buyer's market (cool + rates flat/falling)Scranton, PA (-4, -85%), Peoria, IL (-4, -26%), Cedar Rapids, IA (-4, +0%), Salinas, CA (-4, +0%), Syracuse, NY (-3, -18%), Norfolk, VA (-3, -8%)Trucks are plentiful and cheap. Best place to buy capacity and to pitch shippers on savings; aggressive bids win.

🗺️ Regional & Lane Analysis

📍 Primary Region Focus: Southeast

The Southeast combines the strongest regional pressure score with closely spaced markets showing sharply different pricing behavior. Alabama is the clearest tightening cluster: Birmingham is +3 density with four-day rates up 68%, and Montgomery is +3 with rates up 52%; both have remained hot for five days. Atlanta is +2 but rates are down 34%, Memphis is +2 with flat rates, and Knoxville is -2 with rates down 46%. The maps show an eastern and southern concentration of hot pockets against much cooler areas across the interior West and Northeast; within the Southeast, neighboring markets are not moving together. National average softness therefore creates a quoting trap: it may improve purchases in Knoxville without reducing the urgency or cost of securing Birmingham outbound capacity.

🛣️ Key Lane Watch

Birmingham, AL → Atlanta, GA: Birmingham is very hot at +3 density with four-day rates up 68%, while Atlanta is hot at +2 with rates down 34%. Birmingham's density increased one level since yesterday and has remained hot for five days, supporting urgency on confirmed outbound requirements. Atlanta's hot destination profile may improve carriers' reload expectations, although its falling market rates mean an attractive reload is not guaranteed. November retail and manufacturing shipping cycles are relevant customer segments, but the supplied data does not identify this lane's commodity mix or current lane rate.

Origin Birmingham, AL: very hot +3 +68% 4-day  →  Destination Atlanta, GA: hot +2 -34% 4-day

Route map for Birmingham, AL → Atlanta, GA

Knoxville, TN → Montgomery, AL: Knoxville is cool at -2 density with four-day rates down 46%, while Montgomery is very hot at +3 with rates up 52%. Knoxville cooled another density level since yesterday and has remained cool for five days, creating a stronger buyer-side sourcing signal than Birmingham. Montgomery's five-day hot streak may attract carriers seeking onward freight and reduce their need for a destination penalty. Seasonal retail and manufacturing traffic provide prospecting categories, but this lane's shipment volume and equipment-specific rates are not supplied.

Origin Knoxville, TN: cool -2 -46% 4-day  →  Destination Montgomery, AL: very hot +3 +52% 4-day

Route map for Knoxville, TN → Montgomery, AL
Regional Insight

Sell the Alabama Exit Before Buying the Inbound

Knoxville-to-Montgomery offers a two-load opportunity: source in Knoxville (-2 density, rates down 46%) and secure a compatible Montgomery outbound shipment (+3, up 52%) before negotiating the inbound purchase. A confirmed follow-on load gives the carrier a concrete reason to sharpen its inbound offer. Birmingham-to-Atlanta needs a different approach: Atlanta is hot (+2), but rates are down 34%, so price the Birmingham departure against its +3 density and 68% rate increase without budgeting an unverified Atlanta reload benefit.

Regional Insight

Little Rock Becomes a Targeted Recovery Market

Little Rock jumped five density levels to +3, with rates up 40%, creating a hot Arkansas pocket beside cooler western markets. Fort Smith and Springdale are both -2 despite rates rising 65%. For uncovered Little Rock pickups, compare local offers with equipment-qualified trucks available to reposition from those markets; include deadhead, driver hours and pickup feasibility in the comparison. This is a targeted sourcing opportunity, not evidence that the broader South Central region needs a blanket premium.

📊 More Listings, Lower Average Pricing: Equipment Mix Matters

Available loads increased 10.4% to 126,281, while the national market average declined from $2.95 to $2.86/mile. Compared with the supplied week-ago checkpoint, listings are higher than 120,861 but average pricing is below $2.90. These observations point to greater activity without confirming broad pricing power. The equipment mix provides important context. Heavy haul listings increased 21.9%, flatbed 15.4% and specialized 13.6%, while van declined 2.2% and reefer increased only 0.9%. The total-load increase therefore does not describe the experience of every equipment segment. It also does not measure available trucks, driver hours or tender acceptance. Posted averages exceed paid averages across all six categories: $0.02/mile for flatbed, $0.03 for heavy haul, $0.04 for LTL/partial, $0.06 for reefer, $0.07 for van and $0.08 for specialized. These are differences between aggregate averages, not matched transactions or verified brokerage margins. Their size may reflect shipment mix and quoting behavior as well as procurement conditions. The reported $239.3 million opportunity measure and 41,047 intraday movements indicate activity, not realizable brokerage revenue or a full-day volume total. Together, the supplied observations support a segmented reading of the market rather than an inference that higher listings alone mean tighter nationwide capacity.

🚛 Reefer: Stable Pricing Meets Moderate Seasonal Demand

Reefer paid rates are $3.38/mile versus $3.44 posted, with 10,172 available loads and 2,378 reported movements. Listings increased 0.9% from yesterday, while the paid average is only $0.01/mile above the prior report's $3.37. This combination points to relatively steady national pricing rather than a verified demand shock. The November produce context identifies moderate demand, with cranberries, sweet potatoes, pears, citrus and pomegranates in transit. North Carolina, Wisconsin and Washington are important origins, and winter corridors in Florida, California and Arizona are active but not stressed. These seasonal observations are consistent with continuing reefer demand without establishing widespread equipment scarcity. Origin conditions differ substantially in the all-equipment maps. Greensboro is +1 density with rates down 14%; Green Bay is -2 with rates up 55%; Yakima is -4 with rates up 48%; and Salinas is -4 with flat rates. These contrasts indicate that a produce origin can coexist with cool general-market capacity or rising market rates. They do not independently establish reefer-specific availability. Current cold-storage reporting describes trucking and cost pressures within Lineage's business. That company-level signal can coexist with the relatively stable national reefer average because facility operations, service requirements and shipment mix differ. The supplied data does not establish that those pressures have become a nationwide reefer capacity shortage.

📋 Fuel Relief Is Underway, but Surcharge Timing Can Lag

Retail diesel is $6.157/gallon after 14 consecutive daily declines. It is at the supplied 15-day low and $0.195 below the October 27 high. The week-over-week decrease is $0.130/gallon, confirming that retail relief is already occurring rather than remaining a prospective event. December diesel futures are $4.0462/gallon, down 4.00% from the prior close and 10.69% over five trading days. The approximately $2.11 retail-minus-futures spread reflects different points in the supply chain and includes taxes, distribution costs, margins and timing. It cannot be interpreted as a directly recoverable carrier saving or an equivalent pending retail decline. Because futures typically lead retail by several days, the current decline suggests potential additional pump-cost relief over the next one to two weeks, although the amount and timing remain uncertain. Contractual fuel surcharges may respond on a different schedule because their benchmarks and reset provisions vary. Fuel and freight pricing are also moving at different geographic scales. National retail fuel is declining, but Birmingham is +3 density with four-day freight rates up 68%, while Knoxville is -2 with rates down 46%. These observations show why lower fuel expense does not, by itself, establish softer linehaul pricing at every origin.

Strategic Takeaways

High-Signal Additions

🧭 Savvy Broker's Playbook

🔑 Executive Signal Summary

Sell Alabama outbound coverage, buy Knoxville-origin capacity, and treat Little Rock as today’s fastest-changing recovery market. The maps show localized pricing power—not a uniform national capacity squeeze.

🗺️ What the Two Maps Mean for Today’s Desk

The density map shows hot Southeast pockets against a broadly cooler Northeast, Plains and western interior. The rate map shows widespread western increases despite that cool density. This distinction separates genuine coverage pressure from markets where recent price increases deserve competitive testing.

Priority Verified market evidence Immediate brokerage action
Primary sales: Southeast Pressure +0.69; 19 hot / 11 cool markets. Birmingham +3 / +68%, Montgomery +3 / +52% Sell qualified coverage and appointment execution; avoid national-average pricing for Alabama departures.
Fastest-change watch: Arkansas Little Rock +3 / +40%, up five density levels Refresh uncovered purchases immediately. Test nearby repositioning rather than applying a South Central-wide premium.
Selective Midwest sales Joliet +2 / +53% versus Peoria −4 / −26% and Cedar Rapids −4 / flat Sell Joliet outbound; compare cooler-origin trucks after total repositioning costs.
Buyer-side prospecting: Northeast Pressure −1.84; Scranton −4 / −85%, Syracuse −3 / −18% Request competing qualified offers and offer shipment-specific savings—not unsupported percentage reductions.
Protect isolated western hot origins Salt Lake City +2 / ≥+100%, Portland +2 / +73%, Phoenix +2 / +55% Cover these origins separately from their cooler surroundings.
Challenge cool-market price spikes Amarillo and Billings −4 / ≥+100%; Albuquerque −4 / +75% Rebid comparable scope and ask what operational constraint drives the price. Do not assume either scarcity or an inevitable reversal.

🛣️ Directional Lane Plays: Where to Request a Discount—and Protect a Premium

A hot destination strengthens the case for a carrier-positioning concession; a cool destination creates potential return-positioning premium exposure. Neither establishes a lane price by itself.

Lane Origin → destination: density / four-day rates Purchase and pricing approach
Knoxville → Montgomery −2 / −46% → +3 / +52% First buying test. Seek local trucks and a destination-positioning concession. A confirmed compatible Alabama outbound load strengthens the negotiation.
Birmingham → Atlanta +3 / +68% → +2 / −34% First outbound sales focus. Budget Birmingham’s departure pressure. Request destination value, but do not assume Atlanta reloads command strong prices.
Montgomery → Knoxville +3 / +52% → −2 / −46% Premium-exposure direction. Protect the hot-origin purchase plus possible weak-destination repositioning cost. Do not reverse the inbound discount thesis.
Peoria → Joliet −4 / −26% → +2 / +53% Selective Midwest sourcing. Test a positioning concession; elapsed time and minimum compensation can dominate shorter-haul pricing.
Fort Smith → Little Rock −2 / +65% → +3 / +40% Targeted positioning play. Seek a revenue load into Little Rock where available; otherwise compare the full empty-repositioning purchase.
Seattle → Portland, Oregon −1 / −18% → +2 / +73% Secondary western buying test. Seek qualified Seattle-origin offers into Portland’s stronger outbound market.
Portland, Oregon → Seattle +2 / +73% → −1 / −18% Protect directional premium exposure. A strong origin and softer destination can raise the carrier’s required compensation.
  1. Make destination value usable.

    • Confirm the empty time, remaining hours of service, trailer suitability and next pickup window.
    • For Knoxville–Montgomery, write appointments explicitly in Eastern and Central time, respectively.
    • Do not promise a reload, its price or its availability before it is secured.
  2. Negotiate the sequence, not an imaginary round trip.

    • Ask a qualified carrier to price the inbound and confirmed outbound together, while documenting each shipment separately.
    • Compare the combined economics with independent purchases.
    • Specify who bears detention or rescheduling costs if the first delivery breaks the second pickup.
  3. Keep fallback sourcing economically honest.

    • A Fort Smith truck is not automatically cheaper for Little Rock merely because its home market is cooler.
    • Compare empty miles, driver time, pickup readiness, minimum compensation and service reliability against the local alternative.

🚛 Equipment Budgets: Reset the Numbers, Preserve the Qualification

Use these national averages as screening benchmarks—not lane quotes or guaranteed buying targets. The maps cover all equipment; procurement must still establish the actual trailer and driver availability.

Equipment Available loads Posted/mi Paid/mi Posted minus paid
Van 25,892 $2.83 $2.76 $0.07
Reefer 10,172 $3.44 $3.38 $0.06
Flatbed 44,079 $2.98 $2.96 $0.02
Heavy haul 22,572 $3.23 $3.20 $0.03
Specialized 15,782 $3.12 $3.04 $0.08
LTL/partial 7,784 $1.72 $1.68 $0.04

The pricing discipline: posted-minus-paid differences compare aggregate averages. They do not measure matched transactions, accessible discounts or realizable brokerage profit.

🍐 Reefer: Sell Readiness Rather Than a Shortage Story

Reefer demand is moderate, with active but unstressed winter produce corridors. National paid pricing is $3.38/mile, with 10,172 available loads and listings up 0.9%.

💰 Protect Contribution Through Better Execution

Diesel is $6.157/gallon, and retail relief is already underway. Lower fuel costs help carrier cash outlays, but do not erase empty miles, waiting or hot-origin competition.

At an illustrative 6 miles per gallon, 100 empty miles costs approximately $102.62 in fuel alone. Driver time, maintenance and lost utilization are additional.

  1. Build quotes from executable costs.

    • Start with a qualified carrier offer.
    • Add expected unrecovered accessorials, realistic recovery exposure and the required contribution.
    • Apply contractual fuel adjustments using the agreed benchmark and reset schedule.
  2. Limit exposure rather than applying arbitrary market markups.

    • For uncovered Birmingham, Montgomery or Little Rock spot freight, consider 30–60-minute quote validity where commercially practical.
    • Refresh the purchase if acceptance arrives outside the validity window.
    • Never apply a market’s four-day percentage change directly to a lane quote.
  3. Trade certainty before repeatedly demanding a lower price.

    • Ask whether the bid is driven by pickup timing, detention, destination positioning or equipment requirements.
    • Offer only authorized improvements: ready freight, flexible appointments, confirmed receiving and clear detention terms.
    • Avoid fictitious competing offers or promises of future freight.
  4. Match the sales message to the customer’s actual problem.

    • Hot origin: “Here is the qualified truck, pickup plan and backup decision point.”
    • Cool origin: “Here are comparable executable options and their service differences.”
    • Present evidence rather than a nationwide shortage narrative. Buyers are more likely to accept a defensible price than a generalized warning.

🌦️ Release Gates: Permits, Flood Access and Carrier Status

🎯 Today’s Execution Board and 24–72-Hour Triggers

Sequence Action Success measure
First: protect commitments Review uncovered Birmingham, Montgomery, Little Rock, Joliet, Salt Lake City, Portland and Phoenix shipments Each high-consequence shipment has qualified coverage or a documented escalation owner and decision point.
Next: run procurement tests Start with Knoxville → Montgomery; selectively test Peoria → Joliet and Seattle → Portland Apparent savings survive empty-mile, appointment, equipment and minimum-charge checks.
Then: sell specific coverage Call shipment-ready Alabama and Little Rock accounts with executable options Qualified shipments and expected contribution—not call count alone.
Before handoff: clear release gates Confirm Wednesday permits, receiving, flood approaches, authority and insurance No shipment depends on an assumed approval, opening or reload.

Bottom line: today’s advantage is connecting cool-origin buying with hot-market outbound freight—without confusing a promising map pattern with a confirmed truck, reload or legal movement window.

📅 This Day in History

1444: Battle of Varna: The crusading forces of King Władysław III of Poland (aka Ulaszlo I of Hungary and Władysław III of Varna) are defeated by the Turks under Sultan Murad II and Władysław is killed.
1865: Major Henry Wirz, the superintendent of a prison camp in Andersonville, Georgia, is hanged, becoming one of only three American Civil War soldiers executed for war crimes.
1969: National Educational Television (the predecessor to the Public Broadcasting Service) in the United States debuts Sesame Street.

💭 Quote of the Day

"The only way to do great work is to love what you do."

— Steve Jobs