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USDA data show sustained strong grain transportation demand across rail, barge and ocean modes despite higher fuel costs tied to geopolitical tensions. Grain stocks as of December 1, 2025 reached 483.1 million metric tons, 13% above the prior three-year average.
First-quarter 2026 corn exports were the highest since 2021 and rail carloads ran 19% above last year.
Record stocks are bearish for corn values, while strong exports and rail demand support freight. Higher diesel costs raise hauling expenses and can feed into delivered feed costs.
feedandgrain.comFeed, Grain StaffMay 8, 2026After 359 past bearish logistics events, Corn moved a median -0.3% over 5 sessions (44% higher; middle half -1.5% to +1.5%), and -0.5% over 20.
After 113 past bullish logistics events, ULSD / Diesel moved a median +0.6% over 5 sessions (54% higher; middle half -2.8% to +4.2%), and +0.2% 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.
