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Carrier pricing power is near its highest level since early 2022, according to the TRAFFIX Q4 2026 market update. A lack of truck capacity is the main driver, with diesel having hit record levels in September before easing in early October.
Higher truckload linehaul rates raise the cost of moving feed ingredients and finished feed across the US, which can widen basis and delivered prices for buyers. Budgeting guidance points to 5-12% higher 2027 truckload rates, adding freight pressure to feed costs.
foodlogistics.comMarina MayerNov 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.
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.
