1100 ET - The freight industry still has too much supply, but increased regulatory enforcement could result in a meaningful reduction in the number of available U.S. truck drivers, which could increase the likelihood of an industry rebound, say Stifel analysts. A crackdown on non-domiciled commercial driver's license holders and enforcement of English language proficiency could each represent a 5% impact in the U.S. driver population. That could increase the chances and magnitude of a freight upcycle, but those changes could take time as "insufficient enforcement resources across a mobile and highly-fragmented industry" won't make it immediate, the analysts say. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

October 03, 2025 11:00 ET (15:00 GMT)

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