
FTR’s U.S. Trucking Conditions Index eased to 8.13 in September from 11.5 in August, as record fuel costs and a pause in freight-rate gains weighed on conditions. FTR nevertheless revised its outlook upward, expecting stronger freight volumes and more favorable carrier conditions over at least the next three quarters.
A stronger freight-volume outlook alongside limited driver and fleet capacity could support trucking rates and inland transport costs for feed ingredients. High diesel costs remain a countervailing pressure on carriers and shippers.
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.