New CDL Rule Limits Eligibility for Certain Immigrant Truckers, Potentially Driving Up Freight Costs

The Trump Administration’s new rule limiting CDL renewals for immigrant truckers is seeing mixed reactions in agriculture. While some support the change, it is raising concerns about higher freight costs and impacts on U.S. grain export competitiveness.

NASHVILLE, Tenn. (RFD NEWS) — A new rule took effect this week that will phase out thousands of commercial driver’s licenses held by immigrant truckers. The White House says the regulatory move is necessary for safety, but some worry it could increase prices for those who rely on the network.

Federal officials will restrict who can get or renew a CDL if applicants cannot prove lawful immigration status. They are also limiting which visa holders are eligible to apply for these licenses.

Under the new rule, H-2A and H-2B agricultural workers may apply for and renew their credentials, but those with asylum or refugee status cannot. Drivers can continue using their current licenses, but those who do not meet the new guidelines will not be allowed to renew.

Not everyone agrees with the crackdown. A transportation attorney told the Washington Post that fewer drivers could lead to higher freight rates.

Lower Transport Costs in Mexico Support U.S. Grain Competitiveness

Lower transportation and landed costs helped support U.S. grain competitiveness in Mexico during the fourth quarter of 2025 — a key factor for producers relying on export demand.

USDA data show that water-route transportation costs to Veracruz rose slightly quarter-to-quarter for corn and soybeans and increased for wheat, largely due to higher ocean freight tied to strong global bulk shipments. Land-route costs increased for corn and wheat with higher truck and rail rates, but declined for soybeans as rail costs eased.

For producers, landed costs varied by commodity and route. Land-route corn costs rose on higher transport and farm values, while wheat costs fell with lower farm values. Soybean landed costs held mostly steady as lower transport costs offset stronger farm prices.

Regionally, transportation accounted for 14-28 percent of landed costs by water routes and 12-30 percent by land routes, underscoring logistics’ role in export margins.

Looking ahead, sustained export demand from Mexico — which imported 26.1 million metric tons of U.S. corn, 5.46 million metric tons of soybeans, and 4.33 million metric tons of wheat in 2025 — will keep transportation costs central to competitiveness.

Farm-Level Takeaway: Transportation costs remain a critical factor in export-driven grain prices.
Tony St. James, RFD NEWS Markets Specialist

(Tags: Transportation, Grain Markets, Exports, Mexico, USDA)
**********

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:

F-10 Wound Spray can now be used for livestock and other animals as officials monitor the ongoing New World Screwworm outbreak in Mexico.
China’s stricter inspection rules prompt Cargill to pause soybean exports from Brazil, briefly lifting U.S. soybean prices as traders anticipate potential shifts in global trade, as export demand remains supportive across all major U.S. commodities.
Suderman joins Tony St. James in the RFD Studios to discuss how geopolitical tensions are triggering global transport disruptions, new inflation pressures, and other challenges for agriculture to navigate.
Severe drought in South Texas is forcing ranchers to consider cattle sell-offs as feed and water supplies dwindle, threatening herd health and livestock operations.
RealAg Radio’s Shaun Haney shares insights from new Real Agri-Studies research surrounding the relationship between farmers and their lenders and what it reveals about the current farm economy.
Farm Bureau economist Dr. Faith Parum explains how geopolitical dynamics in the Middle East could further tighten fertilizer movement, increase fuel costs, and complicate planting decisions for U.S. farmers this spring.