While no one likes to see a storied company shutter or 30,000 people lose their jobs, a Yellow shutdown would happen at a time when the trucking industry could absorb the volume. The trucking economy is very weak right now. Capacity is abundant and Yellow’s competitors have been preparing for its failure for the past few months.

Even if LTL networks get stretched (Yellow represents an estimated 10% of the total LTL volume), shippers will find plenty of linehaul capacity to purchase from the truckload industry. This could provide a welcome catalyst for Yellow’s competitors and the truckload sector.