Jan 14 • General discussion
Quiet signal worth paying attention to
The U.S. has suspended immigrant visas across 75 countries, including Pakistan, Moldova, Uzbekistan, Uganda, Somalia, and North Macedonia.
While the administration cites welfare concerns, this could indirectly affect the CDL driver workforce, as 18% of U.S. truck drivers are foreign-born, and many come from countries on this list.
Combined with the August 2025 work visa pause for truck drivers, this adds another layer of restriction that might affect the driver market over time:
- Fewer new drivers entering the system
- Slower capacity replacement for fleets
- Added pressure on an already fragile carrier base
Layer this on top of carrier exits, high operating costs, and reduced truck orders, and it's another factor pointing toward capacity tightening.
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Quiet signal worth paying attention to
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