Monday Afternoon Freight Intelligence | September 28, 2026

Article

This week’s update highlights five key freight developments: rising fuel costs, parcel peak surcharges, LTL pricing changes, declining ocean reliability, and a trans-Pacific market where rates and demand are diverging.

The Five-Minute Freight Brief

• National diesel prices reached $6.529 per gallon on September 21, an increase of 24.4 cents in one week and $2.78 year-over-year.
• UPS peak surcharges now apply to bulky, oversized, and additional-handling packages. Residential demand surcharges will begin on October 25.
• Old Dominion will increase selected LTL tariff rates by 4.9% on October 5, including modest adjustments to minimum charges.
• In August, only 29% of global container vessels arrived on time, and average delays rose to 5.1 days.
• Trans-Pacific rates remain high, driven more by congestion, blank sailings, and carrier capacity management than by demand alone.

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