
US Class I railroads originated 31,877 grain carloads in the week ending January 17, up 31% year on year, with shuttle railcar bids averaging $750 per car above tariff. Barge grain movements rose 27% week on week to 567,800 tons, and diesel climbed to $3.624 per gallon.
Tight railcar availability and higher diesel raise shipping costs for feed grains and meal, supporting freight-driven price premiums for US origin shipments.
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.
After 284 past neutral logistics events, Corn moved a median -0.0% over 5 sessions (49% higher; middle half -1.3% to +1.4%), 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.