Pull over. The lanes are talking.
The LTL desk tracks GRIs, network expansion, classification fights, and the post-Yellow geography. Two-year retrospectives, NMFC reclass updates, terminal door counts.
The 14-door expansion across SEA/TAC/PDX brings Saia's national door count to 379 — within 4% of where the combined Saia/Yellow network sat in June 2023. The post-Yellow LTL consolidation is now substantially complete, and the next round of network competition will be quality-based, not coverage-based.
Saia and XPO move on the same weekend with the same number. Old Dominion's decision not to raise — for the second consecutive cycle — is now a real datapoint shippers will quote in every Q3 RFP. We map the post-Yellow LTL pricing geography this implies.
An exclusive Off Ramp data audit of NMFC tonnage reroutes shows Estes, Saia and XPO absorbed 71% of the displaced volume — but a quiet regional cohort is the real winner. We map the new LTL geography.