Monday Afternoon Freight Intelligence | October 5, 2026

The quick scan

• Diesel prices fell to $6.382 per gallon, but fuel still poses significant margin and budget risks, according to the September 28 EIA update.
• Trans-Pacific spot rates have likely peaked, but The Loadstar notes that current rates remain well above pre-crisis levels.
• The United States is blocking certain Canadian products, with CBP’s Cargo Systems Messaging Service providing implementation guidance.
• CMA CGM finalized its $1.4 billion acquisition of FedEx Supply Chain, as both companies confirmed.
• The proposed Union Pacific–Norfolk Southern merger advanced, while opposition from the National Farmers Union increased.

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