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US diesel prices have roughly doubled from just over $5 per gallon earlier this year to $8.38 in Los Angeles-area stations. Truckers report costs rising faster than they can pass them on.
Higher diesel costs raise freight and feed delivery expenses, which can lift the cost of delivered feed ingredients and tighten trucker margins.
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.