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FTR Transportation Intelligence chairman Eric Starks told an October 28 conference in Dallas that data center construction and improving manufacturing are lifting freight demand. He said tight truck capacity, partly from non-domiciled CDL and training-provider constraints, could push contract rates toward 20% growth in 2027.
Tight trucking capacity and rising contract rates raise freight costs for feed ingredients moved by road, while diesel costs squeeze smaller carriers. Higher diesel and freight expenses feed into delivered feed prices.
cdlwire.comNov 3, 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.
