Iran

Rob Carpenter Thursday, April 9, 2026

Diesel is $5.62 a gallon. Hire the right Driver.

The war with Iran moved diesel up nearly 50 percent in five weeks and analysts are modeling $6 and higher if the Strait of Hormuz stays disrupted into summer. Carriers are repricing surcharges, shippers are absorbing new fees and everyone is looking for relief. The biggest lever most fleets have on their fuel budget is not an aerodynamics package or a new engine spec. It is the driver.

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Rob Carpenter Monday, March 9, 2026

Iran conflict exposes America’s Achilles’ heel

Diesel prices have spiked to $5.96 per gallon in premium markets as escalating Middle East tensions collide with America’s crumbling refinery base. The surge comes at a critical inflection point for trucking, with tender rejection rates climbing and capacity tightening after a brutal four-year freight recession, raising questions about whether the industry can capitalize on the recovery when fuel costs threaten to erase margin gains.

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