Sep 28, 2026 · 7 min · 7 segments
September brought a new wave of challenges for supply chains, from sharply higher diesel prices and changing U.S. tariffs to growing concerns over semiconductor labor and memory chip shortages. This…
Tyler FussnerHost
An eventful September saw higher diesel prices, new tariffs, and fresh warnings about semiconductor labor and memory chip shortages.
Truck drivers and fleet owners got a nasty surprise at the pump last month as diesel prices topped out at over $6.50 a gallon.
They've been gradually creeping up due to the ongoing disruption in the Strait of Hormuz and other factors, and have risen nearly $2 per gallon since July 6th.
For a nation that's highly dependent on over-the-road truck and van freight, and has yet to make any significant move toward commercial electric vehicle usage, higher diesel prices sting, and they could soon translate to even higher prices for consumer and business goods.
The American Trucking Association says trucks move nearly 73% of the nation's freight by weight, with roughly 15 million trucks driving about 330 billion miles annually.
ABC says that since diesel is the lifeblood of the supply chain, a rise in fuel costs may result in higher prices charged by wholesalers in response to elevated transport expenses.
In turn, retailers could pass those costs along to shoppers, raising prices on the shelves.
An eventful September saw higher diesel prices, new tariffs, and fresh warnings about semiconductor labor and memory chip shortages.
Truck drivers and fleet owners got a nasty surprise at the pump last month as diesel prices topped out at over $6.50 a gallon.
They've been gradually creeping up due to the ongoing disruption in the Strait of Hormuz and other factors, and have risen nearly $2 per gallon since July 6th.
For a nation that's highly dependent on over-the-road truck and van freight, and has yet to make any significant move toward commercial electric vehicle usage, higher diesel prices sting, and they could soon translate to even higher prices for consumer and business goods.
The American Trucking Association says trucks move nearly 73% of the nation's freight by weight, with roughly 15 million trucks driving about 330 billion miles annually.
ABC says that since diesel is the lifeblood of the supply chain, a rise in fuel costs may result in higher prices charged by wholesalers in response to elevated transport expenses.
In turn, retailers could pass those costs along to shoppers, raising prices on the shelves.
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