Australia’s Fair Work Commission changed the 2026 Road Transport Contractual Chain Order on fuel cost recovery. From 23 November, parties in covered road-transport chains must adjust rates at least monthly to recover fuel-cost increases relative to 6 March 2026; the requirement ends if the national diesel terminal-gate price stays below A$2 per litre for four consecutive weeks or the order is revoked or varied.
Mandatory fuel-cost recovery transfers higher diesel expenses into road-haulage rates, potentially raising domestic transport costs for feed and agricultural inputs. The change supports freight costs while it applies, but does not directly alter commodity supply.
After 90 past bullish policy events, ULSD / Diesel moved a median +1.4% over 5 sessions (66% higher; middle half -1.9% to +4.1%), and +0.1% 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.