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Spot load requests for trucking grew 70% year-over-year in Q1 2026, outpacing available truck capacity, according to TA Services. Diesel prices rose more than 20% month-to-month, and closures of two California refineries add strain on the West Coast.
Tight truck capacity and rising spot rates raise the cost of moving grain and feed by road. Higher diesel prices feed directly into freight costs for feed buyers.
After 113 past bullish logistics events, 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.