Roundup

A fuel-hauler HOS waiver and a reopened border lead the freight week

Record diesel dominates the headlines, but tightening capacity and a resolved Eagle Pass backup are where the week's decisions are.


Diesel is the number setting the week, but the more useful development for anyone hauling it is regulatory. With pump prices at a national average of $5.967 a gallon in the week to September 7 -- up 6.6% in a single week -- a federal hours-of-service waiver is now in effect for drivers moving fuel, meant to keep supply lines from seizing up. [Land Line has the detail](https://landline.media/record-fuel-prices-drive-hours-of-service-relief/).

Read the diesel figure as direction, not as what you will pay: it is a retail pump average including taxes, and fleets buying on contract at truck stops pay less, with the gap widening when prices move this fast.

Cross-border drivers got friction removed. Mexican customs reversed a restriction on empty trucks entering Piedras Negras after the measure stranded about 700 tractors at Eagle Pass, Texas, [FreightWaves reports](https://www.freightwaves.com/news/mexico-lifts-empty-truck-restriction-after-700-tractors-stranded-at-border). The wider picture is less settled -- [Canada bans and a USMCA deadlock](https://www.freightwaves.com/news/usmca-deadlock-canada-bans-what-it-means-for-trucking) are reshaping some lanes, and Trump has [barred Canadian goods from federal purchases](https://www.ttnews.com/articles/trump-bans-canadian-goods), per Transport Topics.

On the demand side, the signals point up. FreightWaves flags [tender rejections climbing across the country](https://www.freightwaves.com/news/freight-market-alert-why-us-tender-rejections-are-skyrocketing) in an unusual post-Labor Day surge -- the clearest sign capacity is tightening into an early peak. Carriers told the outlet the [capacity exodus is growing, not slowing](https://www.freightwaves.com/news/carriers-tl-capacity-exodus-growing-not-slowing) as enforcement pushes noncompliant drivers out. Equipment makers are betting on it: net trailer orders jumped to 24,200 units in August, a 55% rise on July, [ACT Research reported via The Trucker](https://www.thetrucker.com/trucking-news/business/act-preliminary-net-trailer-order-activity-continues-to-burn-brightly-in-august).

Where the data itself lands: dry van truckload rose 1.9% in August to 207.6 on the Bureau of Labor Statistics producer price index, and less-than-truckload rose 4.5% to 306.8, while specialized freight -- the nearest public proxy for flatbed -- slipped 0.8% to 166.2, the one segment moving the wrong way. Refrigerated produce eased 0.25% to $4.11 a mile in the week to September 8, still up 8.2% on the year.

Those are indices, not dollars-per-mile rates: they track change from a base period rather than a per-mile price and blend contract with spot business, so they turn later and more gently than the spot market does.

One more for anyone financing equipment: the Federal Reserve raised its main interest rate a quarter point, citing stubborn inflation, [Trucking Dive reports](https://www.truckingdive.com/news/fed-hikes-main-interest-rate-by-quarter-point-citing-stubborn-inflation/830638/).


Elsewhere
Data behind this story
Figure 1

On-highway diesel price, National average

Dollars per gallon Source: U.S. Energy Information Administration National average. A retail pump average including taxes, surveyed every Monday. Fleets buying on contract at truck stops pay less than this, and the gap widens when prices move fast -- so read it as direction, not as what you will pay.
Figure 2

General freight trucking, long-distance truckload

Index, Dec 2003 = 100 Source: U.S. Bureau of Labor Statistics Dry van truckload. An index, not a rate. It tracks change from a base period rather than dollars per mile, and it blends contract and spot business, so it moves later and more gently than a spot rate would. NAICS 484121.
Figure 3

General freight trucking, long-distance less-than-truckload

Index, Dec 2003 = 100 Source: U.S. Bureau of Labor Statistics LTL. LTL pricing is set very differently from truckload -- published tariffs, negotiated discounts and accessorials -- so this index is not comparable to the truckload one in level, only in direction. NAICS 484122.
Figure 4

Specialized freight trucking, long-distance

Index, Dec 2003 = 100 Source: U.S. Bureau of Labor Statistics Flatbed and specialized. The nearest public proxy for flatbed, but it is broader than flatbed alone: NAICS 484230 covers every kind of specialised long-distance hauling except household goods. No free source isolates flatbed by itself.
Figure 5

Refrigerated produce truck rate, national average

Dollars per mile Source: USDA Agricultural Marketing Service Reefer rate per mile. Refrigerated produce only, and an unweighted mean across whichever lanes were active that week -- so the mix shifts with the growing season. Treat week-to-week moves in the lane table as more meaningful than in this average.