Market Insights Updated monthly · DAT + EIA sourced

Lane Rates & Capacity Trends for Your Freight

I-95, I-85, and Chicago–Charlotte rate trends, load-to-truck ratios, and capacity analysis — sourced from DAT Freight Intelligence and EIA diesel data. No paywalls. No spin.

$2.45–$2.65 CHI–CLT dry van contract $/mi (Q1 2026, DAT)
4.2:1 I-95 load-to-truck ratio (DAT Q1 2026)
$3.89 EIA on-highway diesel/gal (March 2026)
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Current Conditions

What Are Current Freight Market Conditions?

I-95, I-85, and Chicago–Charlotte: Q1 2026 Market Summary

  • Chicago–Charlotte contract rates: $2.45–$2.65/mile Q1 2026 (DAT). Spot running $2.70–$2.90/mile — a 10–15% premium driven by sustained manufacturing demand in the corridor. Shippers with contract coverage are significantly outperforming those on spot.
  • I-95 corridor capacity: Load-to-truck ratio of 4.2:1 (DAT Q1 2026), indicating demand materially exceeds available capacity. Savannah GPA Phase III construction starting H2 2026 will add 6–9% upward drayage pressure on Southeast import moves.
  • Fuel surcharge: EIA diesel at $3.89/gal (March 2026). Most LTL carriers applying 22–26% FSC on linehaul charges. Stable through Q2 per EIA short-term outlook. A $0.10/gal change moves FSC by 0.5–1.0 percentage points depending on carrier table.
  • LTL general rate increases: Old Dominion 4.9%, XPO 5.1%, FedEx Freight 5.4% effective Q1 2026. Contract shippers with FAK agreements will see partial passthrough; open-market LTL shippers absorb the full increase.
  • Capacity outlook: DAT Q1 exit survey shows 12% of owner-operators considering exit. H2 2026 capacity tightening is likely on high-demand lanes, particularly where owner-operators represent 40%+ of supply.
  • I-85 Southeast: Charlotte–Atlanta load-to-truck dropped to 2.8:1 in February due to automotive production slowdown — a temporary spot opportunity with rates running $0.15–$0.20/mi below contract on this lane.

Key Takeaways — Q1 2026

  • Contract holders are outperforming spot market on Chicago–Charlotte by $0.25–$0.45/mile — the most favorable contract-to-spot spread since Q2 2023.
  • Savannah Phase III construction (H2 2026) is the single largest near-term capacity risk for Southeast import shippers. Drayage rates should be locked before June 2026.
  • Owner-operator capacity erosion (DAT 12% exit signal) points to tighter H2 2026 conditions, particularly on lanes where owner-operators supply 40%+ of capacity.
  • EIA diesel stability through Q2 provides predictable FSC modeling for budget purposes, but geopolitical disruption risk remains elevated for H2 planning.
  • I-85 Southeast softness is automotive-driven and temporary — expect tightening as production recovers mid-Q2.
Common Questions

Frequently Asked Questions

What is the current load-to-truck ratio on I-95?

The I-95 corridor load-to-truck ratio is 4.2:1 as of Q1 2026 per DAT Freight Intelligence. A ratio above 3:1 indicates a carrier's market where demand exceeds available capacity, typically associated with upward spot rate pressure. This ratio has been elevated since Q3 2025 due to import volume growth at Savannah and Norfolk — with GPA Phase III construction starting H2 2026 expected to add further drayage pressure.

What are current dry van contract rates on Chicago–Charlotte?

Chicago–Charlotte dry van contract rates are $2.45–$2.65/mile (Q1 2026, DAT). Spot rates are running $2.70–$2.90/mile — approximately 10–15% above contract — due to sustained manufacturing demand in the corridor. Shippers holding contract coverage are performing significantly better than those relying on the spot market. This gap is the widest it has been since Q2 2023.

How does the EIA diesel price affect my fuel surcharge (FSC)?

With EIA diesel at $3.89/gal (March 2026), most LTL carriers are applying fuel surcharges of 22–26% of linehaul charges. A $0.10/gal change in diesel typically shifts FSC by 0.5–1.0 percentage points depending on the carrier's FSC table. EIA publishes its weekly retail diesel price every Monday; most carrier FSC tables update effective the following Monday. For FTL, fuel is typically included in the all-in per-mile rate quoted by the carrier, but fuel surcharge tables are sometimes broken out separately on contracts.

When is the best time to lock freight capacity for Q2 and H2 2026?

For Q2 2026, capacity commitments on tight lanes (I-95, Chicago–Charlotte) should be in place by mid-April — before summer produce shipping and general freight demand increases. For H2 2026, the Savannah Phase III construction risk and owner-operator capacity erosion make early planning critical. We recommend locking Savannah drayage capacity before June and securing FTL contract lanes on I-95 before Q3. Carolina Expressways offers free lane health checks to benchmark your current rates and identify where advance capacity commitments provide the most protection.

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