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Oatly reported Q3 revenue up 9.1% year over year and positive adjusted EBITDA of $9.4 million. It cut its full-year adjusted EBITDA outlook to $16-20 million from $25-35 million, citing higher North American freight and fuel costs.
The company also said U.S. diesel prices have risen about 70% since the Middle East conflict began.
Higher diesel and freight costs raise logistics expenses for food processors and can pressure transport-sensitive grain and oat demand. The effect on feed commodity prices is modest.
thelincolnianonline.comDonna ArmstrongOct 31, 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.
