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Diesel Supply Squeeze Pressures Shipper Margins as Energy Costs Remain Elevated

Shippers face mounting pressure on freight spending as diesel supply constraints persist through 2027. Energy executives warn that tight refinery capacity will keep fuel costs elevated, forcing carriers to renegotiate contracts signed before prices surged. Trucking operators report that legacy freight agreements locked in at lower rates are eroding profitability as fuel expenses climb. The capacity crunch extends beyond fuel economics. Tender rejections have climbed 268 percent over three years while freight volume grew just 9 percent, signaling persistent carrier shortages. Reefer linehaul rates averaged $2.73 per mile last week, while dry van spot rates held at $2.17 per mile. Industry observers say new capacity remains reluctant to enter the market, constraining supply as shippers struggle with cost pressures on multiple fronts.