09/02/2026
-- Multiple US agencies strengthen DOT crackdown on illegal trucking --
Federal agencies are working together to close unqualified commercial driver training schools, adding another capacity constraint to an already-tightening US truckload market. That effort supports higher freight rates and gives safety-focused carriers a competitive advantage, transportation analysts say.
The US Department of Transportation (DOT) on Monday announced the “emergency removal” of more than 110 entry-level driver training providers associated with more than 5,000 drivers who failed English language proficiency (ELP) tests. More than 160 other schools face proposed removal following nearly 400 investigations in 40 states.
The US Department of Homeland Security (DHS) simultaneously targeted more than 200 training schools in 23 states as part of a broader crackdown on alleged commercial driver’s license (CDL) fraud and illegal activity in trucking. It’s all part of a multi-agency crackdown on fraud.
The removal of the schools alone is unlikely to create a significant capacity shock, but analysts say the action is the latest in a series of federal enforcement initiatives reducing capacity and slowing the flow of drivers into trucking.
Transportation Secretary Sean Duffy said the Trump administration intends to pursue problems throughout the driver licensing and training system.
“From states failing to follow the law to shady training schools and illicit companies, together we will tackle every link in the chain,” Duffy said.
Avery Vise, vice president of trucking at FTR Transportation Intelligence, cautioned against viewing the latest action in isolation.
“In terms of a market mover, it is not a huge deal,” Vise said, adding driver availability was already tightening before the latest enforcement actions.
Vise said data from the US Bureau of Labor Statistics shows truckload employment at its lowest level since 2014, while a preliminary revision released last week indicates employment is actually at its lowest level since 2012. “The underlying issue was already there,” he said.
That contraction predates increased enforcement involving foreign drivers, ELP requirements and other trucking regulations, Vise said. But the resulting disruption is adding pressure to the market.
“Certainly, one of the factors this year driving up rates is the disruption from all of the enforcement that’s gone on,” he said. “It is certainly adding to the pressure, but it’s not the primary driver of that pressure.”
-- ‘Stacking effect’ --
The cumulative effect of the enforcement push is becoming increasingly important to carrier supply, said Dean Croke, principal analyst at DAT Freight & Analytics. He pointed to ELP enforcement, scrutiny of electronic logging devices and CDL training requirements as actions separating compliant carriers from operators unable or unwilling to meet federal standards.
“If you stack all of these on top of each other ... it creates this big chasm between the haves and the have-nots,” he said.
If training schools are forced out or required to meet existing standards, “the driver pool that comes into the industry slows right down compared to the last five or six years,” Croke said. “The net is that capacity becomes tighter [and] driver supply becomes tighter.”
The greater impact could emerge when freight demand strengthens. A market with fewer marginal carriers and a slower influx of new drivers would have less capacity available to absorb additional freight.
“Eventually, demand improves, and then this market really accelerates,” Croke said. Higher rates would help attract qualified drivers into trucking, but driver pay would also have to increase, he said.
-- Compliance as a ‘competitive advantage’ --
For carriers, enforcement could change the economics of compliance. Carriers investing in safety and compliance have competed against operators with lower costs that did not meet the same standards, Croke said. “Compliance becomes your competitive advantage, not a line item on a [profit and loss statement],” he said.
Mike Regan, chief relationship officer at TranzAct Technologies, likewise expects the federal enforcement push to tighten capacity and ultimately increase transportation costs for shippers. “Capacity is going to be impacted by this,” Regan said. “It absolutely tightens the rope a little more.”
Regan noted that federal English language proficiency requirements for commercial drivers date to 1936 and said the administration’s actions demonstrate a greater willingness to enforce long-standing safety requirements. “The message that they ought to be receiving is that we are serious about safety, and we have the capacity to be more aggressive and hold more people accountable,” he said.
Regan expects the crackdown to accelerate what he called shippers’ existing “flight to the quality carriers,” even if that means paying higher freight rates.
“Everyone has been talking about the flight to the quality carriers,” he said. “This is going to accelerate that move even more.”
Source: JOC