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US less-than-truckload carrier revenue in the third quarter was lifted by fuel surcharges, with LTL revenue rising 66.5% to $323m. Base rates vary widely across carriers, such as XPO and FedEx Freight.
Diesel-driven freight cost increases raise domestic logistics costs for feed distribution but have limited direct effect on commodity 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.