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US diesel hit a record national average of $6.523 per gallon on Sept. 22, according to AAA data.
Regional diesel prices in late October were up 44% to 55% from a year earlier, and one Georgia driver said his fill-up now costs about $1,800 versus $600 to $900 previously. Some companies have added fuel surcharges, and the administration invoked the Defense Production Act on Oct.
22.
Higher diesel costs squeeze trucking capacity and raise delivered costs of feed ingredients, supporting freight and logistics expenses for feed buyers. The surge reflects global fuel supply disruption from the Iran conflict, which keeps diesel-linked cost pressure elevated.
freightwire.newsJake PembertonNov 2, 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.
Not enough comparable past events yet for a historical read.
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.
