10/29/2026
DELAYED SOYBEAN HARVEST
What a strange harvest season we've experienced so far.
Just as the soybean crop was approaching maturity, Mother Nature decided to deliver another round of rain. Then it happened again, and again. According to our local cooperative manager, harvest has barely gotten underway in our area. That said, combine and trucking activity has noticeably increased over the last few days.
Hopefully, we can avoid the rain currently in the forecast and give farmers an opportunity to make meaningful progress in the fields. Everyone is ready to get this crop harvested and into storage.
DIESEL FUEL
Everyone is tired of hearing about diesel prices, so I'll keep this brief.
Elevated fuel costs may very well be the new normal. Trucking companies have operated at break-even levels, or worse, for far too long. The reality is that rising costs are impacting every part of the supply chain, and everyone is feeling the effects.
TORO WEBINAR
I had the opportunity to participate as a panelist in a recent TORO webinar. The event drew more than 60 attendees from 25 different states.
Alongside two other panelists, I participated in discussions focused on cost tracking, freight pricing strategies, and driver retention. While these events are designed for panelists to share ideas and best practices with the audience, I often find that I learn as much as anyone participating.
I appreciate the opportunities I've been given over the past year and look forward to being involved in more events moving forward.
OUTLOOK
While I remain optimistic that the market is beginning to turn, I still see some headwinds ahead.
Fuel remains the most obvious challenge, but nearly every operational expense continues to increase. With the election taking place next week, hopefully we will gain some clarity and begin to get a better understanding of what lies ahead.
One positive development for carriers is the return of some pricing power. After spending much of the last four years on the opposite side of that equation, this shift is both welcome and necessary.
Some carriers may attempt to take advantage of changing market conditions. We will not. However, we will continue to price freight responsibly, build in reasonable profit margins, and utilize fuel surcharge programs to protect against cost volatility.
Trucking remains a critical component of the supply chain, and that reality must be recognized. The last several years have pushed trucking capacity to the brink as pricing pressure weighed heavily on carriers. At the end of the day, sustainable transportation requires sustainable profitability. We all have to eat, or eventually the entire system suffers.
SUMMARY
Not much has changed since I began writing these newsletters last spring. There may be some slight improvement in market conditions, but many of the same challenges remain.
I've enjoyed sharing my thoughts and observations, and I plan to continue doing so. I don't follow a strict publishing schedule. I simply put pen to paper when my head gets full and there's something worth sharing.
I hope these updates provide some value, and I sincerely appreciate your support.
In the meantime, if you need reliable, on-time, dedicated dry bulk freight service, or simply need something moved right now, give us a call.
Side note: Pictures are from the early years when we were still farming.
Thanks for riding along....
Dan