Einride's CEO says high diesel prices are drawing freight shippers back to electric trucks, and the company reports its sales pipeline tripled in the first half of 2026. US on-highway diesel averaged $6.13 a gallon on November 9, $2.29 above a year earlier, according to the EIA.
Sustained high diesel prices may shift some freight to electric trucks over time, but the effect on grain, oilseed or feed prices is limited in the near term.
After 207 past macro events, ULSD / Diesel moved a median -0.8% over 5 sessions (42% higher; middle half -4.4% to +1.8%), and -0.1% over 20.
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.