
DAT data show U.S. spot linehaul rates are up 31% to 35% year over year across van, reefer and flatbed, with recent weekly increases. Seasonal holiday restocking is lifting freight demand, while tight truck capacity and fuel costs shape carrier margins.
Higher freight demand and constrained trucking capacity are supporting spot rates, but expensive diesel absorbs part of carriers’ gains and can raise delivered costs for feed and grain shipments.
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.
Not enough comparable past events yet for a historical read.
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.