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Trucking firms show signs of recovery, but diesel costs have risen 69% over the past year and consume much of the increased revenue. The West Coast has the highest diesel prices, with California the most expensive.
Sustained high diesel prices raise feed delivery costs for buyers and do not directly move grain prices.
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.