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FMCSA & Compliance Democrats Took Both Chambers, Larsen Takes the Gavel, and Trucking's Closest Ally on the Committee Leads by 0.7%. The Highway Bill Runs Out December 11, Dalilah's Law Is Stalled, and the Non-Domiciled CDL Fight Moves to a New Congress
Democrats won at least 250 House seats and 54 in the Senate on November 3. In the House, Transportation and Infrastructure chairman Sam Graves is retiring and ranking member Rick Larsen of Washington is in line for the gavel; in the Senate, Maria Cantwell replaces Ted Cruz atop Commerce. Highway and Transit subcommittee chairman David Rouzer, the industry's point man, leads his North Carolina race by about 2,200 votes, with county canvasses on November 13 and the state canvass November 24. Surface transportation funding expires December 11, and the Truckload Carriers Association expects a clean extension into June, then a rewrite of the $580 billion BUILD America 250 Act under new management: truck parking is expected to survive, TCA's Jim Mullen suspects a higher insurance minimum comes back, and the non-domiciled CDL question gets handled 'in a different fashion.' Lawmakers return November 9.
Trucking Class 8 Orders Fell 36% to 45% in October, Nearly Half the 10-Year Average for the Month, and Both Trackers Point at the Same Thing: Nobody Knows What a 2027 Truck Costs. EPA Promised a Final Rule by Year-End. What Fleets Are Doing Instead
FTR counted 15,600 preliminary North American Class 8 net orders in October, down 36% from a year ago and nearly half the 10-year average for the month; ACT Research counted 13,500, down 45%. Spot rates are strong, backlogs are above normal and Paccar just reported a 44% jump in profit, so the problem is not demand. It is a rulebook: EPA's 0.035-gram NOx limit for model-year 2027 still stands, but the July proposal to rescind the long warranty, delay useful life and allow nonconformance penalties has not been finalized, and the engine makers are phasing in 2027 hardware over most of next year. Trailers, used trucks and medium-duty are where the money is going.
Trucking Diesel Hit an Election-Day Record of $6.29, Then Congress Changed Hands. Trump Says 'I Think It's the Gas Prices,' His Energy Secretary Says Fuel 'Peaked in September,' and the Pump Is Down 7 Cents in a Week. What Changes for Trucking
AAA put diesel at $6.29 on November 3, the highest ever on a congressional election day on its record, against $5.35 in 2022; regular was $4.15. By Wednesday Democrats had taken the House and the Senate. Trump told Fox News 'I don't think it's the war, I think it's the gas prices.' Energy Secretary Chris Wright said gasoline and diesel 'peaked in September' and 'will continue down meaningfully.' So far: EIA's weekly diesel benchmark fell 6 cents to $6.292, an eighth straight week above $6; AAA's Wednesday average is $6.275, down 7.5 cents on the week and $2.58 above a year ago. Meanwhile capacity shrank for an 11th month and Goldman says October spot rates beat the season.
FMCSA & Compliance A Trucking Group Asked the D.C. Circuit to Throw Out the 2027 UCR Fee Rule and Rebuild the System Behind It. The Plan's Director Says State Enforcement Funding Could Be Affected. Both Sides Agree on One Thing: Register Before January 1
The Small Business in Transportation Coalition filed a petition for review on October 20 in the D.C. Circuit, Case No. 26-1297, against FMCSA's September 1 rule raising Unified Carrier Registration fees about 20% for 2027. It argues the UCR system was never established through the rulemaking the statute requires, so the board, the agreement and every fee rule are illegal, and asks the court to set the rule aside, halt collections and stop transfers of truckers' Social Security numbers. UCR Plan director Avelino Gutierrez told FreightWaves that collections and distributions to the states, money many states use for enforcement, 'could be greatly affected.' Neither side tells carriers to wait: enforcement starts January 1.
Trucking Oil Had Its Biggest Drop Since July on Hopes of an Iran Deal: Brent Fell 7.6% to $104.77 and Diesel Futures 5.4%, but the Pump Says $6.29 and the People Who Sell Diesel Say Spring. What Monday's Plunge Means for Your Fuel Bill
On Monday, November 2, Brent crude fell 7.6% to $104.77 a barrel and U.S. crude 7.3% to $96.46, the largest one-day percentage drops since July 27, after Iran's president said the supreme leader had authorized dialogue, Secretary of State Rubio said Washington would 'prefer to do it peacefully' and President Trump twice said 'No' when asked whether he was considering striking Iran after the midterms. Diesel futures fell 5.4%, their biggest drop since May. At the pump, AAA's national diesel average on Tuesday was $6.288, down 6.5 cents in a week and 24 cents below the September record but $2.61 above a year ago. AMBEST CEO Chuck Ryan, at the WEX OTR Summit, called federal relief measures 'Band-Aids on a shotgun wound' and said he does not expect prices to come down before spring. Here is how to read the gap.
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