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JB Hunt set the tone for earnings describing how shippers are accepting a massive shift and calling it a "structural change" and unlike other capacity-led market changes.
Hunt's team made the case that we should not expect this market to correct anytime soon, as the regulatory crackdown continues and trucker balance sheets have been wrecked by the worst downturn in history.
This makes the case that a trucking super cycle is on the way!
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