ATA’s Spear Warns Fuel Prices, Trade Policy, and Global Conflict Could Stall Trucking Recovery
U.S. Diesel Prices Hit $5.40, Top $7 in California
Trucking operators are slowing speeds, cutting empty miles, and declining unprofitable freight as diesel costs continue to rise due to conflict in the Middle East.

Crude oil futures prices continue to be volatile, with mixed signals coming from the White House and other sources about the war in the Middle East.
HDT Graphic
The national average price of a gallon of diesel is now nearly $1.81 higher than it was a year ago, as of March 30 Department of Energy numbers, and has topped $7 per gallon in California.
The Energy Information Administration reported the average on-highway diesel fuel price, including all taxes, at $5.401 per gallon, up 2.6 cents from last week.
California’s average diesel price was $7.219 per gallon, which is up 35 cents from a week ago (the largest jump in the country) and is $2.44 per gallon more than a year ago.
The Lower Atlantic, Midwest, and Gulf Coast regions all saw prices dip slightly from last week, while all other regions saw increases.
How Diesel Prices are Affecting Trucking
According to Dean Croke, Industry Analyst, DAT Freight & Analytics, truckers are responding to fuel prices by cutting deadhead miles, looking for lighter loads, and slowing down.
At current diesel prices, slowing from 75 to 65 mph saves roughly 8 to 9 cents per mile in fuel — the equivalent of a significant per-mile pay raise without hauling a single extra load, he explained.
Carriers are also sitting on the sidelines or declining unprofitable loads.
The national average fuel surcharge for dry van freight rose from 44 cents to 60 cents per mile in the two weeks following the strikes on Iran, according to DAT data.

California’s average price for a gallon of diesel fuel was the highest in the country at $7.219 per gallon.
U.S. Energy Information Administration
The Iran War and Oil Prices
Crude oil futures prices continue to be volatile, with mixed signals coming from the White House and other sources about the war in the Middle East.
Before the U.S. and Israel attacked Iran in late February, 20% of the world’s oil and natural gas went through the Strait of Hormuz. Since the attacks, Iran has severely limited the number of ships that can get through as it tries to extract concessions from the U.S.
Crude oil futures on March 31 dropped slightly on signs of hope for the end of the war but were still over $100 per barrel. U.S. oil futures for West Texas Intermediate oil rose 51% in March and 77% during the first three months of 2026.
Even if the Strait of Hormuz were fully opened today, it will take time for petroleum facilities to come fully back online, leaving the world facing energy shortages that affect the U.S.
More Fuel Smarts

Record Diesel Prices Squeeze Trucking Fleets
Average U.S. diesel prices have climbed to nearly $6 a gallon, surpassing the 2022 record as tight refinery capacity and Middle East disruptions keep fuel costs elevated.
Read More →
How Fuel Delivery Shapes Engine Performance
Fuel delivery depends on more than what happens at the injector. For fleet, maintenance and technical professionals, looking at the full path from pump to injector can provide useful context for understanding engine performance.
Read More →
East Coast Port Launches $45M Electric Truck Push
The Port Authority of New York and New Jersey announced millions in incentives for zero-emission drayage trucks, yard tractors, and new charging hubs near the port.
Read More →
California Bill Could Shed Light on Electric Truck Prices
Why do battery-electric Class 8 trucks remain so expensive? A California bill headed to Gov. Gavin Newsom would give fleets and state agencies more visibility into what manufacturers charge.
Read More →
Detroit Opens Orders for EPA 2027 Engines
Detroit isn’t starting from scratch to meet EPA 2027 diesel emissions standards. Its Gen 6 DD13 and DD15 engines keep much of today’s platform while updating the fuel and aftertreatment systems.
Read More →
Zero-Emission Truck Corridor Planned for West Coast
California, Oregon, Washington, British Columbia and Baja California are coordinating plans for truck charging and hydrogen fueling from Canada to Mexico.
Read More →A Closer Look at Kenworth’s Electric T880E Vocational Truck [Video]
Learn more about Kenworth's T880E battery-electric vocational truck at the Paccar Technical Center, including its range, applications, upfitting considerations, and PTO options, in this HDT Spotlight video.
Read More →
Kenworth T880E Brings EV Power to Vocational Trucks
A closer look at the Kenworth T880E’s range, charging, powertrain and upfit options — and where fleets are showing the most interest.
Read More →
Jennie Abarca Is Proving Electric Trucks Can Do the Job
HDT Truck Fleet Innovator Jennie Abarca is building confidence in fleet electrification one load at a time while openly sharing the challenges she encounters along the way as a small-fleet owner.
Read More →
Cummins Adjusts 2027 Engine Rollout After EPA Proposal
The engine maker will gradually introduce its new Model Year 2027 diesel engines while continuing to offer current models during the transition, citing the EPA's proposed emissions rule changes.
Read More →

