Grain Transportation Report data show rail volumes 26% above average in Q2 and corn export commitments at a record 87.0 million metric tons as of July 23. Diesel averaged $5.35 per gallon in Q2, and barge shipments are running 13% behind 2025.
Record corn export commitments support US corn prices, while higher diesel and ocean freight costs and weaker barge volumes narrow farm-level returns.
After 1,039 past bullish report events, CORN moved a median +0.6% over 5 sessions (62% higher; middle half -0.9% to +2.0%), and +0.8% over 20.
After 109 past bullish report events, DIESEL moved a median +0.2% over 5 sessions (51% higher; middle half -3.3% to +3.9%), and +0.3% over 20.
Not enough comparable past events yet for a historical read.
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.