The U.S.-Mexico trucking market is tightening in early 2026, but not in the way traditional freight indicators suggest, according to Uber Freight. Instead of a demand-driven cycle, capacity constraints tied to security, compliance and driver qualification are reshaping how freight moves across the border — creating what one executive described as “phantom capacity.” “We’ve basically seen in Q1 … a tightening in supply. It’s almost like a supply-driven market,” Zeid Houssami, senior vice president overse ...