
Freight rates strengthened in the third quarter as tighter truckload capacity, driven by a federal crackdown on noncompliant drivers, gave carriers more pricing power. Analysts expect contract rates to keep rising with driver pay and other costs, while consumer-related freight remains weak.
Rising trucking rates and driver costs increase the delivered cost of feed ingredients and finished feed within the US, even as demand for retail freight stays soft.
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.