The American freight market is entering 2026 in a state of quiet yet profound transformation. At first glance, there are no abrupt bans or new laws. But upon closer inspection, the combination of federal funding, increased CDL oversight, and infrastructure projects is already shaping new rules of the game for drivers, carriers, and shippers.
On December 30, 2025, the U.S. Department of Transportation announced the allocation of over $118 million through the Federal Motor Carrier Safety Administration (FMCSA). These funds are aimed at strengthening control over commercial driver's licenses (CDL), improving training quality, and combating violations at the state level.
U.S. Secretary of Transportation Sean P. Duffy emphasized that the program's goal is to protect honest drivers and enhance road safety. In an official statement, he noted:
“We must ensure that every commercial driver is trained and certified to uniform, stringent standards.”
Details of the program and the grant structure are published in the official FMCSA release: FMCSA announces more than $118 million in grants.
In practice, this means:
- more frequent audits of state-level CDL issuance programs;
- increased attention to training centers and examination procedures;
- the risk of temporarily reducing the number of active drivers in regions where violations are detected.
A week before this, on December 23, 2025, the U.S. Department of Transportation announced the allocation of $982 million under the Safe Streets and Roads for All (SS4A) program. Funding was provided to 521 projects in 48 states, as well as in tribal communities and Puerto Rico.
The Secretary of Transportation noted that the investments are aimed at reducing fatalities and accidents, especially in high-traffic areas. The official wording is:
“These projects will help save lives and make the transportation system more predictable and safer for all road users.”
Official information about the program is available here: USDOT announces nearly $1 billion for SS4A projects.
For the freight industry, this means not only long-term benefits but also short-term challenges: construction work, temporary closures, reduced throughput on key routes.
The funding itself is a positive signal. However, its effect is amplified by the current market situation:
- orders for new tractors and trailers remain low;
- carriers' capacity reserves are shrinking;
- any regulatory or infrastructure disruption quickly impacts rates and delivery times.
Stricter CDL control makes compliance not just a formality but a survival factor. Companies with established training and compliance processes will be in a winning position, while those relying on “gray areas” will face driver shortages and increased costs.
By 2026, the market is likely to become more disciplined and less tolerant of violations. Infrastructure projects will enhance safety but temporarily complicate logistics. And federal pressure on the CDL system will continue to cleanse the market, reducing nominal capacity but improving its quality.
For drivers, this is a signal to invest time in legal training and document relevance. For carriers, to review hiring and training processes. For shippers, to incorporate more flexibility into planning and partner selection.
Changes have already begun—and they are much deeper than they appear at first glance.