New CDL Rule Could Tighten Farm Freight Capacity

Reduced driver supply may increase freight costs this season.

Gail_Starkweather_10_22_15_USA_IA_Starkweather_Farm_034.jpg

Starkweather Farm, Iowa. (2015)

Photo by Marji Guyler-Alaniz/FarmHER, Inc.

LUBBOCK, TEXAS (RFD NEWS) — A new federal rule limiting certain commercial driver’s licenses (CDL) could reduce available trucking capacity, raising concerns about freight movement during key agricultural seasons. The Federal Motor Carrier Safety Administration finalized changes that restrict eligibility for non-domiciled CDLs, potentially removing thousands of drivers from the system.

The rule took effect on March 16 and requires stricter verification of immigration status for drivers who do not reside in a U.S. state. Officials say the change improves safety and restores integrity to the CDL system.

FMCSA estimates about 194,000 drivers — roughly 5 percent of all CDL holders — could be affected. Industry groups warn that the impact could be higher in border states such as Texas, Arizona, and California, where non-domiciled drivers are more common.

For agriculture, the timing is critical. The rule comes as spring planting ramps up, increasing demand for hauling fertilizer, seed, and equipment. Reduced driver availability could tighten capacity, raise freight rates, and slow movement in some regions.

Farm-Level Takeaway: Reduced driver supply may increase freight costs this season.
Tony St. James, RFD NEWS Markets Specialist
Related Stories
From rising trade tensions in Europe to a pending Supreme Court decision on tariffs and shifting demand from China, global trade policy spearheaded by President Donald Trump continues to shape the outlook for U.S. agriculture—adding uncertainty as farmers navigate another volatile year.
The Surface Transportation Board rejects the proposed Norfolk Southern–Union Pacific merger, prompting concerns from agricultural shippers about rail consolidation, service reliability, and higher transportation costs.
Congressional leaders signal momentum toward expanded, targeted farm aid to help producers manage losses and cash-flow stress in 2026.
Strong balance sheets still matter, but liquidity, planning, and lender relationships are critical as ag credit tightens, according to analysis from AgAmerica Lending.
Protein-driven dairy growth is boosting beef supply potential, creating an opening to support rural jobs and ground beef availability.
In a landmark ruling delivered in late 2025, the U.S. Supreme Court significantly narrowed the scope of the National Environmental Policy Act.

Tony St. James joined the RFD-TV talent team in August 2024, bringing a wealth of experience and a fresh perspective to RFD-TV and Rural Radio Channel 147 Sirius XM. In addition to his role as Market Specialist (collaborating with Scott “The Cow Guy” Shellady to provide radio and TV audiences with the latest updates on ag commodity markets), he hosts “Rural America Live” and serves as talent for trade shows.

LATEST STORIES BY THIS AUTHOR:

Slower grain movement may pressure basis, but falling diesel prices could help offset transportation costs.
Regional differences indicate that family ownership is universal, but farm structure and commodity mix determine the extent to which these operations drive agricultural output.
A new study found that retaining the EPA’s half-RIN credit protects soybean demand, farm income, and crushing-sector strength while preserving biofuel market flexibility.
Rising federal debt is increasing pressure on Washington to limit spending, which could tighten future funding and delivery for agricultural programs.
Freight Softens as Producers Plan 2026 Budgets Nationwide
“I’m not sure where this bridge goes,” trader Brady Huck with Advanced Trading told RFD-TV News earlier this week.