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Freight Enforcement, Rates, and the Real Capacity Story (with Dean Croke of DAT) | Episode 316
Manage episode 514153121 series 3524041
Freight enforcement headlines miss the real story: capacity shifts. DAT’s Dean Croke joins us to unpack how English-language crackdowns, CDL scrutiny, and chameleon carriers distort regional rates even as national averages stay flat. Shippers are squeezing savings while fleets run razor-thin, propped up by cheap diesel and slow repos—supports that could collapse fast. Flatbed stays strong thanks to AI-driven construction, and Q4 brings seasonal spikes from food and e-commerce hubs nationwide.
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Chapters
1. Welcome Back & Dean Returns (00:00:00)
2. Setting the Stage: Enforcement Spotlight (00:01:54)
3. English Proficiency, Bias, and Capacity Myths (00:03:37)
4. Chameleon Carriers, ELD Manipulation, Fraud (00:06:59)
5. Border Markets Avoidance and Rate Ripples (00:13:49)
6. Routing Guides, Spot vs Contract Dynamics (00:20:04)
7. Finance, Diesel, and Prolonged Capacity (00:26:44)
8. Demand Slide, Backlogs, and Rate Outlook (00:32:34)
9. Tariffs, Costs, and Carrier Risk (00:40:14)
10. AI Buildout and Flatbed Strength (00:47:24)
11. Reshoring, Labor, and Policy Limits (00:54:41)
12. Q4 Playbook: Seasonal Volatility (01:01:11)
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