Topics

Diesel

7 briefings, newest first.

  1. Voters Cut the Oil Price. Tariffs Stayed Put.

    Brent fell 8.6% to $94.66 after the midterms, but diesel was still $6.292, ISM prices read 75.2, contract truckload rates hit a 52-week high and 178 China exclusions expire November 9.

  2. Growth Came Back, and Carriers Sent the Invoice

    GDP grew 3.4% and the Fed held with two dissents for a hike, while C.H. Robinson's truckload prices rose 31.5%, diesel climbed to $6.352 and Asia–U.S. East Coast rates jumped 9% to $10,565.

  3. The Tariff Bill Is Shrinking. The Commodity Bill Isn't.

    The Graham Act's 100% tariffs are waived and IEEPA refunds lift Hasbro and RTX, but P&G flags a $1.4B commodity hit, diesel rises 9.7¢ to $6.276, and reefer rejections reach 21.44%.

  4. Freight Cooled. Prices Kept Climbing.

    Diesel drops 18.3¢ to $6.199 and Asia–Europe ocean slides, but ISM factory prices jump to 77.9, services prices hit 74.0, payrolls add just 29,000, and the Fed minutes point to another hike.

  5. The Inventory Arrived. The Confidence Left.

    Wholesale inventories run 6.6% above a year ago as consumer confidence drops to 81.9, Target cuts 2,000 prices, diesel snaps its record streak at $6.382, and a 100% pharma tariff takes effect.

  6. The Tariff Clock Slowed Down. The Cost Clock Didn't.

    The China truce slides to January 10, but diesel hits a record $6.529, the Fed hikes to 3.75–4%, and a 57.0 factory PMI shows supplier delays at a four-year high.

  7. Freight Inflation Just Became the Macro Story

    Diesel sets an all-time record near $5.97, truckload spot rates rise across every equipment type, holiday parcel surcharges jump about 25%, and a Fed rate hike looks likely.