Pull over. The lanes are talking.
The Policy desk covers DOT/FMCSA rulemaking, state-level emissions and AB-5 fights, USTR action, and the regulatory plumbing under every load. Filed in DC, sourced everywhere.
EIA's Monday print showed national retail diesel at $3.69/gal, off two cents WoW. The headline is benign. Underneath, the PADD 5 (West Coast) spread to PADD 3 (Gulf) widened to $0.73/gal — the biggest in 14 months — as California refinery maintenance and hurricane-season Gulf inventory builds combine. Fuel surcharge passthrough math is breaking down for cross-regional carriers.
The 72-hour international blitz wraps Thursday. Day-one out-of-service rates ran a hair above the 2025 baseline. Spot van rates on the Texas triangle moved $0.04/mi by 11am ET as carriers pulled drivers and trucks proactively. The lane-by-lane impact through Friday's contract close, below.