# Logistics Alert: Capacity SHRINKS for 11 Straight Months - FreightWaves

> The October Logistics Managers Index, released November 3, showed transportation capacity contracting for an 11th straight month, with the Transportation Capacity Index at 38 versus 54.5 a year earlier. Transportation prices in the index rose to 88 from 61.7 a year ago, and respondents expect them to climb above 90 over the next 12 months.

- Date: 2026-11-03 · published 2026-11-03T21:09:54.882Z
- Category: logistics · region US · magnitude low
- Page: https://feedsoft.ai/events/78408-logistics-alert-capacity-shrinks-for-11-straight-months-freightwaves
- Commodities: [ULSD / Diesel](https://feedsoft.ai/c/DIESEL.md), [Barge Freight (St. Louis)](https://feedsoft.ai/c/BARGE.md)

## Why it matters

Tight truck capacity and rising freight rates raise the delivered cost of feed ingredients and grain moving by road, and rising diesel prices add to that pressure. Buyers should expect higher inland freight costs to persist.

## Read by commodity

- BARGE: neutral
- DIESEL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| DIESEL | 2019-02-08 | [Port Report: Coastal shift in U.S. container trade might be in cards for 2020 - FreightWaves](https://feedsoft.ai/events/60490-port-report-coastal-shift-in-u-s-container-trade-might-be-in-cards-for-2020.md) | +3.8% | +5.3% |
| DIESEL | 2018-09-19 | [Monthly Market Update: Florence impacts, macroeconomics, and IMO 2020 - FreightWaves](https://feedsoft.ai/events/63230-monthly-market-update-florence-impacts-macroeconomics-and-imo-2020-freightwaves.md) | +3.1% | +4.7% |
| DIESEL | 2026-10-28 | [Fuel, Tight Capacity Push Projected Q4 Freight Costs Higher](https://feedsoft.ai/events/278-fuel-tight-capacity-push-projected-q4-freight-costs-higher.md) | -4.2% | — |
| DIESEL | 2019-06-14 | [IMO 2020 credit risks to cascade across marine fuel supply chain - FreightWaves](https://feedsoft.ai/events/58774-imo-2020-credit-risks-to-cascade-across-marine-fuel-supply-chain-freightwaves.md) | +4.5% | +9.9% |
| DIESEL | 2021-05-10 | [Colonial Pipeline outage: What to watch for in diesel markets Monday - FreightWaves](https://feedsoft.ai/events/47275-colonial-pipeline-outage-what-to-watch-for-in-diesel-markets-monday-freightwaves.md) | +1.4% | +5.2% |

## Sources

- freightwaves.com: https://www.freightwaves.com/news/logistics-alert-capacity-shrinks-for-11-straight-months

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.