Structural Cost & Capacity Trends: How Hidden Inflation Is Reshaping Trucking and Supply Chains
For the past several years, freight headlines have focused on rate cycles, demand softness, and capacity swings. But beneath the surface of spot market fluctuations, a more significant shift is taking place — structural cost inflation. Insurance premiums, regulatory compliance requirements, litigation exposure, equipment costs, and operational overhead are quietly redefining trucking economics. And while these pressures may not always make daily headlines, they are materially changing how carriers operate and how shippers allocate freight. The Rise of “Hidden” Cost Inflation Unlike fuel or driver wages — which are visible and trackable — structural costs are more complex and often less predictable. Yet they are climbing steadily. 1. Insurance & Nuclear Verdicts Insurance remains one of the fastest-growing cost centers for fleets. Premiums have increased sharply in recent years due to: Large jury awards (“nuclear verdicts”) Increased ...