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US diesel prices have risen sharply, and truck drivers are paying far more to fuel their rigs. One driver in Detroit paid $955.74 for 136 gallons, about $500 more than the same fill cost him in September 2026.
Higher diesel prices raise trucking and freight costs for moving feed ingredients and grain across the US, which can widen basis and feed delivered costs.
After 107 past bullish macro events, ULSD / Diesel moved a median -0.5% over 5 sessions (44% higher; middle half -3.3% to +1.6%), and +1.2% 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.