FreightWaves SONAR — enter your value only, from your own subscription or broker. Leave blank if unavailable.
- Cass Freight Index — Shipments (FRED)Monthly freight volume — FRGSHPUSM649NCIS
- Truckload (TL) PPI (FRED / BLS)Monthly TL rate trend — PCU484121484121
- EIA Weekly On-Highway Diesel PricesUpdated every Monday
The Supply Constraint Estimator maps supply-side signals you enter into a graded read of capacity tightness. It uses a deterministic scoring model — each signal direction contributes a fixed number of points, and the total determines the band. No embedded data values, no live feed, no defaults.
The Four Constraint Bands
Score ≤ 0
Score 1–2
Score 3–5
Score ≥ 6
Signal Scoring
OTRI % (if entered): below 8% = −1 (low rejections, capacity available); 8–14% = +1 (moderate rejections); 15%+ = +2 (elevated rejections, carriers are turning down loads).
Cass Shipments: Rising = −1 (demand being absorbed, less relative pressure on supply); Flat = 0; Falling = +1 (volume contracting while supply may not adjust as fast).
Truckload PPI: Rising = +1 (rate pressure consistent with tighter supply); Flat = 0; Falling = −1.
Diesel: Rising = +1 (cost pressure can accelerate capacity exits); Flat = 0; Falling = −1.
Carrier exits: Fewer exits = −1 (capacity stabilizing); Normal churn = 0; More exits = +2 (structural capacity departure — highest-weight supply signal).
Driver availability: Easier to find = −1; Normal = 0; Harder to find = +2 (supply-side squeeze at the labor level — highest-weight supply signal).
Minimum Signal Gate
At least three signals must be entered before the tool generates a read. A constraint score built from one or two signals would be unreliable. Enter more signals for a stronger read.
Why carrier exits and driver availability carry double weight (+2)
These are structural supply indicators — they describe the actual stock of capacity in the market, not just price signals. A carrier that has closed or a driver who has left the industry does not re-enter quickly when conditions improve. Price signals like PPI and diesel are lagging and can move for demand reasons unrelated to supply. Carrier exits and driver availability are the most direct supply-side observables available without a proprietary subscription.