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Grain Journal reports rail volumes hit record levels and barge traffic rebounded after winter disruptions, with export activity strong through the Gulf and Pacific Northwest. Higher diesel and bunker costs are raising freight expenses across modes.
Record 2025 grain stocks of 483.1 million tonnes are driving much of the movement.
Strong volumes support freight demand and rates, adding cost pressure for exporters and feed buyers. Large inventories and firm export pace leave the cost burden as the main price-relevant effect.
grainjournal.comJun 3, 2026Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
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.
