ITS Logistics December Supply Chain Report: Regional Capacity Tightens as Policy Risk and Consumer Uncertainty Shape Year-End Supply Chains
12/31/2025 09:38 AM • ITS Logistics' December report reveals a supply chain shaped by converging pressures: winter weather tightened regional trucking capacity and pushed rates higher, while softer industrial demand and policy-driven labor uncertainty tempered growth. Port import volumes declined 5.4% month-over-month, though remain resilient. Driver licensing disputes in California and concerns about regulatory impacts on the Sikh driver population (20% of U.S. drivers) pose significant capacity risks for 2026. Consumer spending remains steady but increasingly value-conscious amid economic uncertainty.
HD - Company cited as evidence of consumer hesitation around large projects and renovations, indicating weakened demand in the construction/home improvement sector that impacts flatbed trucking and broader supply chain activity.
Investing.com • Sam Quirke