Silvia Insights · October 25, 2026
The Fuel That Crushes Truckers Has Preceded Their Outperformance in Five of Five Completed Spikes
US on-highway diesel averaged $6.276 a gallon in the week ended October 19, up 73% from a year ago. That is the second-largest diesel spike since 1994, and every prior completed spike of 50% or more quietly handed truckers a win over the S&P 500.