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Schneider CEO Jim Filter told investors he expects ongoing capacity exits to push trucking into a freight upcycle. Rejection rates are near 14%, spot rates rose across all three equipment types in September, and contract rates are 13% higher than a year ago.
Tightening truck capacity raises freight costs for feed deliveries, particularly for small fleets and second- or third-tender loads.
carrieratlas.comTess CrawfordOct 31, 2026After 153 past logistics events, ULSD / Diesel moved a median +0.4% over 5 sessions (52% higher; middle half -2.7% to +4.0%), 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.
