
U.S. transcontinental intermodal contract rates rose more than 12% year over year, while rates on shorter Eastern routes increased close to 9%. The analysis attributes most of the increases to fuel costs, and Maersk is raising its emergency fuel charge on U.S. and Canadian rail-ramp moves to $350 per dry import box from Nov.
16.
Higher diesel costs are feeding into inland freight charges, raising delivered costs for feed and agricultural commodities even without a comparable jump in underlying freight demand.
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.