The National Truckload Index, which tracks U.S. dry van spot truck rates, rose to its highest level since July in early November, unusually early ahead of the holidays. Diesel costs fell about 3.5% over the same period, so fuel does not clearly explain the jump.
Higher U.S. truckload rates raise the cost of moving feed ingredients and grain by road, adding to delivered feed costs for buyers. The article's point that capacity, not fuel, is driving the move suggests the increase may persist through the holiday season.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.