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A freight audit report projects higher fourth-quarter freight costs due to fuel and tight capacity. Diesel reached $6.53 per gallon in September 2026, and carriers adjusted fuel-surcharge tables sharply.
Higher diesel and truck capacity costs raise delivered feed transport costs, which can widen basis and delivered prices for feed ingredients.
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.