Oatly lowered its full-year profit guidance because of higher fuel and freight costs in North America, even though third-quarter net losses narrowed. The revised outlook is a reduction from its earlier projection.
Rising North American freight and fuel costs signal higher logistics expense for food and feed supply chains, with no major direct effect on grain prices.
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.