The Real Driver Shortage Problem

Brett Suma

For as long as I can remember, the trucking industry has been talking about a driver shortage. 

Every few years, freight demand increases, capacity tightens, turnover spikes, and the conversation starts again. Industry leaders call for more drivers. Recruiting budgets increase. Sign-on bonuses grow. Pay packages get richer.

Yet somehow, after decades of trying to solve the problem, we're still talking about it.

That raises an important question: What if there simply is a shortage of people willing to accept the job as it currently exists? What are we doing as an industry to affect change?

What if our shortcomings as an industry to innovate is the problem and drivers no longer willing to participate is the symptom?

The traditional trucking narrative assumes the problem is supply. We need more drivers. More CDL schools. More recruiting. More pay.

But if that were true, the industry should have solved the problem by now.

Instead, we continue to spend more money every year attracting and retaining drivers while turnover remains stubbornly high and fleets continue to struggle to keep trucks seated.

The latest data from the American Transportation Research Institute helps explain why.

For the first time, combined driver wages and benefits exceeded one dollar per mile. Before fuel, equipment, maintenance, insurance, or overhead, more than a dollar of every mile traveled is tied directly to compensating the driver.

And that figure doesn't include the enormous costs associated with recruiting, onboarding, training, and retaining that driver. It doesn't include what I call the "Driver Support Infrastructure" from driver outreach programs to driver amenities in and outside the cab. Trucking companies are in a perpetual state of improving the life of the driver when they are over the road. 

The industry is paying more than ever for labor. Yet the labor challenge persists.

That should tell us something important.

The problem isn't compensation. The problem is the structure of the work itself.

Most long-haul trucking jobs still require drivers to spend days or weeks away from home, operate on schedules they don't control, and absorb inefficiencies created by everyone else in the supply chain. Drivers sit at docks waiting for freight. They wait in traffic. They wait for appointments. They wait for someone else's process to catch up.

And every hour spent waiting is another reminder that the industry values a driver's time less than the driver does, less than it should.

This is where I believe the industry has misdiagnosed the problem.

We don't have a shortage of people capable of driving trucks. We have a shortage of people willing to build a life around the least desirable parts of trucking.

The driver operates in the vacuum of disparate systems that are not connected or coordinated. There is no orchestration across shippers and consignees. Each of the millions of shipments are treated as individual events. What's wild about it is that the driver and their time is the most regulated portion of our industry yet we don't optimize for it. We optimize the dock on each end, separately. We schedule based on labor that starts and finishes their day at home, that can work overtime as needed.

However, overtime comes with regulations and it is simply easier to optimize against it than absorb the cost of it. After all, it is cheaper to have the driver absorb the cost of inefficiency because the driver is paid by the mile. And if somehow the driver, with all of the regulation and all of the obstacles that they face misses an appointment we penalize them and require them to absorb the cost of the inefficiency created (real or otherwise) at the dock.

The market is already responding.

Drivers consistently gravitate toward jobs that get them home more often, that doesn’t mean that they are avoiding inefficiency or the frustration of freight in its current state. It just means that they are no longer willing to sacrifice as much because the system is failing them. ATRI's own data shows regional and local freight continuing to gain share while traditional long-haul operations become a smaller percentage of total truck miles.

The industry isn't moving this direction because someone decided it should.

It's moving this direction because that's what drivers are choosing.

The real driver shortage problem isn't finding people willing to drive. It's finding people willing to be away from home for a week at a time when alternatives increasingly exist.

Understanding that distinction matters because it changes how we think about the future.

The solution may not be creating more drivers.

The solution is that we must think differently and we must redesign freight networks in an intelligent and intentional way so fewer drivers are driven away from the profession.

The question isn't how we convince more people to accept the job as it exists today.

The question is how we build a system that allows more drivers to stay in the profession tomorrow.

 

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