
US truckload spot rates remain well above year-earlier levels as the holiday shipping season approaches, despite sluggish freight volumes. October’s average dry-van spot rate was $3.05 per mile, up four cents from September and 98 cents from October 2025; rising tender rejections and recent volume gains point to tighter capacity.
Higher trucking costs can raise the expense of moving feed ingredients and livestock, particularly if holiday demand further tightens capacity. The story signals freight-cost pressure but does not identify a specific commodity supply disruption.
After 153 past logistics events, ULSD / Diesel moved a median +0.4% over 5 sessions (52% higher; middle half -2.7% to +4.0%), 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.