Uber Freight is releasing its Q1 2026 Market Update & Outlook Report
- Truckload capacity is tightening beneath the surface: first-tender acceptance is hovering around ~85%, down from ~92% last year, even as spot rates remain more than 25% higher year-over-year.
- Policy shifts are compressing planning cycles: tariffs are now averaging roughly 13-14%, pushing shippers toward shorter booking windows and more flexible contract-plus-spot strategies.
- Operational risks remain elevated: cargo fraud and theft incidents have risen across the industry, though incidents on the Uber Freight network have declined ~20% due to tighter carrier onboarding and monitoring.
- Cross-border freight is facing structural pressure: Mexico continues to face an estimated ~56,000 driver shortage, tightening qualified capacity on key corridors.
- Global shipping networks remain volatile: ocean schedule reliability is hovering around ~63%, with vessel delays averaging just over five days.
