The Fleet Lead

The 11th hour: Vanishing truck slots and the return of the driver shortage

22 min · 12. maj 2026
episode The 11th hour: Vanishing truck slots and the return of the driver shortage cover

Description

The commercial vehicle market faces vanishing equipment slots as the EPA prebuy emerges. Mixed with rising driver retention struggles and a shift toward private capacity, the North American trucking market is certainly chaotic. Ken Vieth, president and senior analyst for ACT Research [https://www.actresearch.net/], talks with Josh Fisher about driver retention, equipment availability, and fleets' "planning nightmare." * 01:16 — The driver shortage returns * 04:56 — Will private fleets continue growing? * 08:04 — The EPA prebuy * 13:38 — Electric vehicles, competition with China * 15:24 — Could autonomous tech help with labor problems? * 17:42 — One of the most volatile times for trucking

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