S&P 5007,736.52▲1.8% Nasdaq26,584.99▲2.6% Dow54,085.88▲1.7% Russell 2K3,036.98▲1.9% 10-Yr4.63%−6bp VIX16.50+0.64 WTI$75.32▼6.2% Gold$4,133.60▲2.5% EUR/USD1.153▼0.1% BTC$64,898▲1.3% Nikkei63,755▼0.9%
At close · Tue, Aug 4, 2026
Daily Market Updates.

Commodities

HomeCommoditiesEnergyTruck capacity tightens as shippers pay more for less

Truck capacity tightens as shippers pay more for less

U.S. shipment volumes slid 1.1% sequentially in April to June, while shipper spending rose 6.4%, widening the gap between loads and costs.

A U.S. Bank Freight Payment Index released Tuesday found that freight demand softened between April and June but shippers paid more for the reduced volume, a mix that worsened operating leverage for shippers. The National Shipment Index fell 1.1% from the first quarter to 75.1, marking the second straight sequential decline. On the year, volumes dropped 2.8%, reversing the first-quarter 0.6% annual gain.

Spending, however, rose sharply, climbing 6.4% to 230.4 in the second quarter and increasing 28.1% versus a year earlier. The American Trucking Associations said higher fuel prices added to costs, but fuel was not the primary driver of the spending increase. DAT Freight & Analytics reported that second-quarter fuel costs averaged 75 cents per mile, 47.1% above the first quarter and 78.6% higher than a year earlier. The quarter also saw diesel prices fall from an April peak above $5.64 per gallon to $4.67 by late in the period, nearly a dollar lower.

More like this

Sources

Get the close, explained.

One email every trading day: what moved, why it moved, and what's on deck tomorrow. Read in 3 minutes.

Free. Unsubscribe anytime.