
Average US diesel prices rose to $5.375 per gallon on Monday, up 30 cents week over week, according to the EIA. Prices are above $5 across all major regions, with California in the $6 range, as the Iran war limits global petroleum transport.
Broad diesel price increases raise freight and fuel surcharge costs for feed shipments and processing. The effect on feed grain prices is indirect but adds to input cost pressure.
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.