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US diesel rose 10 cents in one week to just under $6.57/gal as of September 28. Truckload spot rates rose only 2 cents per mile, squeezing trucking margins.
Tender rejections held near 14% amid weak housing and auto demand.
Fuel costs rising faster than freight rates raise transport costs for feed ingredients and finished feed moving by truck. Carriers are likely to pass through cost pressure over time.
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.