
Rhine barge rates were largely unchanged, with small moves only on Upper Rhine routes as falling water forecasts at Maxau and Kaub led many charterers to withdraw. Swiss-grade diesel deliveries from the Bottrop refinery were announced to stop for November.
Falling Rhine water levels raise barge costs and reduce capacity, which tends to lift inland freight costs, while the diesel supply cut adds to fuel tightness.
Not enough comparable past events yet for a historical read.
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.