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Railroads CSX and Union Pacific described high diesel prices and tight truck capacity as tailwinds for their intermodal business on third-quarter earnings calls. Freight is shifting from trucks to rail.
Diesel-driven truck cost inflation pushes more freight onto rail, which can affect grain and feed transport costs and the rail-versus-truck economics for feed deliveries.
bigrigdaily.comOct 28, 2026After 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.
