Interesting little piece on it here:
BBC More or Less, about 11.20 in.
Short version:
- 100,000 figure is from the Road Haulage Association;
- prior to Brexit and Covid RHA in 2019 estimated a shortage of 60,000 drivers (50,000 in 2015);
- DVLA says 25,000 fewer tests for HGV drivers in the last year;
- ONS says number of EU drivers has fallen from 44,000 -> 25,000, a reduction of 19,000;
- 60,000 + 25,000 + 19,000 = 104,000;
but:
- 60,000 starting figure is very shaky to start with;
- not clear how much of EU reduction is down to Brexit, and how much is down to Covid;
- major discrepancy in total number of HGV drivers between RHA (500,000) and ONS (250,000), difference is between the number of people with HGV licence and those actually using it (i.e. maybe 250,000 qualified HGV drivers not working as such).
Make of that what you like, but I think comparing the RHA figure with whatever the IRTO has produced is dubious at best.