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Rising diesel prices are increasing trucking expenses, and USDA's Grain Transportation Report shows Class I railroad fuel surcharges up 231% from April levels. Industry sources expect the costs to pass through to farmers and consumers and do not expect fuel prices to fall quickly.
Higher rail and truck surcharges raise the delivered cost of corn, soybeans and feed ingredients, which can widen basis and lower farm-gate prices for origin regions.
rfdtv.comNeal Burnette-IrwinNov 12, 2026Not enough comparable past events yet for a historical read.
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.
