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I agree, but unless there's another step-change the effect should be minor.
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“The founder of the Punjabi trucking association… says the group is losing members… It had around 2,500 members… now it has 2,000.”
Members leave trucking → capacity tightens → routes go unfilled.
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Yes, but magnitudes matter. It takes a lot to move market prices over a large area.
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Agreed on magnitude. The article is pointing to early signals: routes hard to fill, drivers harder to find, networks shrinking.
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Yes, WSJ says ~200k non-domiciled immigrant CDL holders are “more than 5%” of all CDLs. But the story’s main point is the step-change: “just a handful” failed annually (2021–2024) vs “more than 10,700” after stepped-up English enforcement.