{
  "id": 9382825,
  "title": "Diesel Prices Could Push More Capacity Out in Q4",
  "url": "https://urgent.news/2026/09/23/diesel-prices-could-push-more-capacity-out-in-q4-9382825",
  "topic": "business",
  "section": "Business",
  "published": "2026-09-23T16:53:51.000Z",
  "source": {
    "name": "FreightWaves",
    "slug": "freightwaves",
    "url": "https://www.freightwaves.com/news/diesel-prices-could-push-more-capacity-out-in-q4"
  },
  "original_language": "en",
  "account": "Diesel prices are rising, which could lead to more trucks leaving the market in the fourth quarter, according to RXO's Corey Klujsza. Spot demand is currently softer than usual, and contract routing guides are shifting due to the increasing cost of diesel fuel. Klujsza explains that carrier operating margins are far below their peak from the last upcycle, and this gap could drive more trucks out of the market heading into peak season. Although consumer demand appears strong on the surface, Klujsza believes it's mainly driven by higher energy costs, not a genuine rebound in purchases. He warns that stripping out fuel leaves a softer freight demand picture. However, there is some positive news: the Cass Freight Shipment Index, which measures volume falling to the for-hire market, posted its first year-over-year increase in about 40 to 42 months in August. This could indicate that shippers are being forced outside of dedicated and private fleets, benefiting brokers and spot carriers. Additionally, shippers are trimming down their carrier and broker networks due to increased fraud and compliance risks, consolidating with partners that meet stricter vetting standards. RXO expects double-digit contract rate increases in Q4 2027 bids, with the current spot-to-contract premium narrowing, but spot rates will still trade at a premium.",
  "summary": "Diesel prices could push more capacity out in Q4 — and that may be the real freight market story. RXO’s Corey Klujsza breaks down why spot demand looks softer, why contract routing guides are shifting, and why carrier costs still leave the market vulnerable to higher rate volatility. This FreightWaves Today segment digs into consumer […] The post Diesel Prices Could Push More Capacity Out in Q4…",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Yahoo Finance",
        "title": "Diesel Prices Could Push More Capacity Out in Q4",
        "url": "https://urgent.news/2026/09/23/diesel-prices-could-push-more-capacity-out-in-q4",
        "published": "2026-09-23T16:53:51.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}