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Transcontinental intermodal contract rates rose 12% year over year in the fourth quarter, while Eastern lane rates increased 9%. Diesel price swings accounted for about two-thirds of the transcontinental increase and three-quarters of the Eastern increase; excluding fuel, rates rose 5% and 2%, respectively.
Fuel surcharges are lifting intermodal freight costs, which can increase the delivered cost of feed commodities. Because the increase is largely fuel-driven, freight charges may ease if diesel prices fall, though the article reports rate data rather than a new supply disruption.
carrieratlas.comTess CrawfordNov 9, 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.
