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U.S. Bank’s third-quarter Freight Payment Index showed shipper spending up 32.1% year over year, while shipment volume rose just 0.5%. Higher freight rates and elevated diesel prices drove spending higher, with regional shipment trends varying widely.
Higher diesel costs and constrained trucking capacity lift freight charges, increasing delivered costs for feed and other commodities. This is a meaningful cost pressure, though the report does not point to a broad increase in freight volumes.
waybillwire.comTom WhitfieldNov 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.
