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Intermodal contract rates including fuel surcharges rose more than 12% year over year on transcontinental lanes and nearly 9% on shorter Eastern lanes. The analysis attributes roughly two-thirds to three-quarters of those increases to diesel costs, with the remaining increases about 5% and 2%, respectively, after excluding fuel.
Higher diesel costs are feeding through into intermodal freight contracts, raising transportation costs for shippers and potentially increasing delivered costs for feed and grain. The story points to continued upward pressure on diesel-related freight expenses.
freightwaves.comZach Strickland, FW Market Expert &, Market AnalystNov 8, 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.
