New regulation and social changes have lead to a lack of qualified truck drivers to carry goods around the United States. This lack of supply is increasing demand for railroad companies, which can carry over 250 truck payloads across country for a low cost. … "Low Supply of Truck Drivers" has a significant impact, so an analyst should put more weight into it. "Low Supply of Truck Drivers" will have a long-term positive impact on the this entity, which adds to its value.