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TD Cowen names top trucking and logistics stocks amid rising costs

Wed, 07 Oct 2026 12:37:33 -0400

Investing.com -- TD Cowen has identified Knight-Swift Transportation and XPO, Inc. as its preferred picks in the trucking and logistics sector heading into earnings season, as the industry navigates elevated diesel prices and driver-related cost pressures.

The investment firm notes that trucking momentum remains primarily a supply-driven story, with driver safety-related issues working their way through the courts. Private trucking and logistics executives are showing incremental optimism for demand in the fourth quarter, with expectations for double-digit truckload contract rates in 2027.

Knight-Swift Transportation

TD Cowen favors Knight-Swift heading into earnings, noting that spot trends cooled through the third quarter as driver and

TD Cowen names top trucking and logistics stocks amid rising costs

Wed, 07 Oct 2026 12:37:33 -0400

Knight-Swift Transportation

TD Cowen favors Knight-Swift heading into earnings, noting that spot trends cooled through the third quarter as driver and

TD Cowen names top trucking and logistics stocks amid rising costs

Wed, 07 Oct 2026 12:37:33 -0400

Knight-Swift Transportation

TD Cowen favors Knight-Swift heading into earnings, noting that spot trends cooled through the third quarter as driver and

TD Cowen names top trucking and logistics stocks amid rising costs

Wed, 07 Oct 2026 12:37:33 -0400

Knight-Swift Transportation

TD Cowen favors Knight-Swift heading into earnings, noting that spot trends cooled through the third quarter as driver and

TD Cowen names top trucking and logistics stocks amid rising costs

Wed, 07 Oct 2026 12:37:33 -0400

Knight-Swift Transportation

TD Cowen favors Knight-Swift heading into earnings, noting that spot trends cooled through the third quarter as driver and

TD Cowen names top trucking and logistics stocks amid rising costs

Wed, 07 Oct 2026 12:37:33 -0400

Knight-Swift Transportation

TD Cowen favors Knight-Swift heading into earnings, noting that spot trends cooled through the third quarter as driver and

Who would be exposed if U.S. bans diesel exports? Goldman weighs in

Fri, 02 Oct 2026 08:02:49 -0400

Investing.com -- Goldman Sachs told investors in a note Friday that a U.S. ban on diesel exports would have only limited direct effects on global growth, with Latin America most exposed, and would ultimately prove inflationary for U.S. consumers.

“Refined product margins have widened significantly since March, and the threat of a US diesel export ban has raised concerns around further price increases,” Goldman analysts wrote.

The bank’s commodities team estimates a ban would lower U.S. retail diesel prices by 25 cents a gallon for each week it is in place. That implies a modest 2 to 3 basis point

Who would be exposed if U.S. bans diesel exports? Goldman weighs in

Fri, 02 Oct 2026 08:02:49 -0400

“Refined product margins have widened significantly since March, and the threat of a US diesel export ban has raised concerns around further price increases,” Goldman analysts wrote.

The bank’s commodities team estimates a ban would lower U.S. retail diesel prices by 25 cents a gallon for each week it is in place. That implies a modest 2 to 3 basis point

EU mulling fresh diesel reserve release amid U.S. pressure - Reuters

Fri, 02 Oct 2026 08:02:29 -0400

Investing.com - The European Union was discussing a French proposal to tap emergency diesel reserves, as the bloc responds to U.S. pressure to roll measures to stem a jump in the fuel's price, Reuters reported on Friday.

Under the plan, EU governments would release 50 million barrels of diesel and International Energy Agency members would release 50 million barrels of crude oil, the news agency said, citing two sources familiar with the matter.

Diesel costs, which factor heavily into powering machinery and transportation systems, have climbed as a result of Gulf supply shortages caused by the war in the Middle East. Ukrainian attacks

EU mulling fresh diesel reserve release amid U.S. pressure - Reuters

Fri, 02 Oct 2026 08:02:29 -0400

Diesel costs, which factor heavily into powering machinery and transportation systems, have climbed as a result of Gulf supply shortages caused by the war in the Middle East. Ukrainian attacks

U.S. diesel hits $6.50 a gallon amid global supply crunch

Mon, 21 Sep 2026 07:09:23 -0400

Investing.com -- U.S. diesel prices have hit a record $6.50 a gallon, adding to inflationary pressures as the Middle East conflict tightens global fuel supplies.

The average price reached $6.505 a gallon on Sunday, according to AAA data, up about $1 in just four weeks.

The surge reflects a deepening global fuel crunch, with supply constraints stemming from the Middle East and Russia, and Brent crude holding near $100 a barrel, despite a 2.7% decline so far on Monday.

Ukrainian attacks on Russian refineries and conflict in the Middle East have squeezed refined product supplies, while limited global refining

When do we “run out” of oil stockpiles?

Thu, 20 Aug 2026 09:10:38 -0400

Investing.com -- In a note to clients on Thursday, Citi analysts said the U.S.-Iran conflict and disruptions to the Strait of Hormuz have driven global observed inventory draws of roughly 3 million barrels per day, or 519 million barrels, between February and August 2026.

Projecting those draws forward, the bank believes OECD stockpiles could fall to about 70 days of cover as late as the end of 2027, with ex-China stocks reaching that level by mid-2028 and global stocks by the first quarter of 2029.

Citi noted that 70 days of cover was the level hit during the second oil shock

When do we “run out” of oil stockpiles?

Thu, 20 Aug 2026 09:10:38 -0400

Citi noted that 70 days of cover was the level hit during the second oil shock

When do we “run out” of oil stockpiles?

Thu, 20 Aug 2026 09:10:38 -0400

Citi noted that 70 days of cover was the level hit during the second oil shock

When do we “run out” of oil stockpiles?

Thu, 20 Aug 2026 09:10:38 -0400

Citi noted that 70 days of cover was the level hit during the second oil shock

When do we “run out” of oil stockpiles?

Thu, 20 Aug 2026 09:10:38 -0400

Citi noted that 70 days of cover was the level hit during the second oil shock

When do we “run out” of oil stockpiles?

Thu, 20 Aug 2026 09:10:38 -0400

Citi noted that 70 days of cover was the level hit during the second oil shock

Oil prices rise as US inventories shrink more than expected

Wed, 10 Jul 2024 05:11:53 -0400

Investing.com-- Oil prices edged higher in Asian trade on Wednesday as industry data showed a bigger-than-expected draw in U.S. inventories, although a build in distillate stockpiles somewhat offset optimism over tighter markets.

Crude prices were nursing some losses this week as chatter over a potential ceasefire between Israel and Hamas saw traders price out some risk premium from oil. But recent reports suggested that a deal was nowhere close to being reached.