Advertise with us
DOWNUNDERVOICESAustralia · New Zealand · World
Back to Trade & Logistics
Trade & Logistics

18 August 2026

Some Diesel Analysts Are Warning of a Supply Crunch Nobody in Washington Is Talking About. Here Is What Holds Up, and What It Could Mean for Q4.

Downunder Voices Newsroom

Source reporting: FreightWaves

FacebookEmail
Some Diesel Analysts Are Warning of a Supply Crunch Nobody in Washington Is Talking About. Here Is What Holds Up, and What It Could Mean for Q4.

You have probably noticed something strange lately. The news keeps saying oil prices are calm, even falling, with crude sitting below $100 a barrel. And yet your diesel fuel bill keeps climbing. That disconnect is not your imagination, and there is a single number that explains it. It is called the diesel crack spread, and it just did something it has never done before.

About this report

Downunder Voices provides an independently written summary and community perspective based on information published by the original source. The original publisher remains responsible for its reporting.

Join our community

Follow Downunder Voices

Join thousands of readers following news and community stories from Australia, New Zealand and the Pacific.

Follow on FacebookSubmit your story

More from Trade & Logistics

View category
Consumer demand fires strong July for LA portTrade & Logistics

18 August 2026

Consumer demand fires strong July for LA port

The Port of Los Angeles handled 960,464 twenty foot equivalent units (TEUs) in July, marking the second-highest July total in the port’s history and extending a run of historically elevated cargo volume at the nation’s busiest seaport. The figure followed a June that surpassed 1 million units, leaving July just shy of that threshold. “After topping 1 million container units in June, we nearly reached that mark again in July,” said Gene Seroka, executive director of the Port of Los Angeles, in a media briefing. “Businesses continue to move cargo when they see windows of opportunity amid an evolving trade environment, while resilient consumer demand is helping keep imports at historically strong levels. ” July volume came in 6% below the same month a year earlier, when shippers rushed to frontload cargo in anticipation of looming trade policy changes.

Source: FreightWavesOriginal source
Industrial Slowdown Ahead? ECRI Sees Freight RiskTrade & Logistics

18 August 2026

Industrial Slowdown Ahead? ECRI Sees Freight Risk

Industrial slowdown ahead? ECRI says the global industrial cycle is topping out, and that could squeeze freight demand and margins in the quarters ahead. Lakshman Achuthan, co-founder of ECRI, breaks down what his leading indicators are showing, why PMIs may confirm the move later, and what a slower industrial economy could mean for freight operators already dealing with sticky costs. If you run trucks, rail, warehousing or capacity planning, this is the macro signal to watch. #FreightMarket #IndustrialEconomy #SupplyChain A closely watched set of leading indexes has already peaked and turned lower, pointing to a deceleration in global industrial growth in the coming quarters — a development that could cut into freight demand just as the sector is recovering from a prolonged slump, according to the co-founder of the Economic Cycle Research Institute.

Source: FreightWavesOriginal source

Read Next

View latest