Q2 Supply Chain Growth Index Shows 49% Pipeline Drop
Published . Updated .
The Q2 Supply Chain Growth Index reports a 49% drop in pipeline efficiency as higher freight and fuel costs slow buying decisions.
Directly affected
- No company is named in this report.
Indirectly affected
- IYT iShares U.S. Transportation ETF
iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “supply chain” (transport and logistics) in this story.
- USO United States Oil Fund+13.9% 30d
United States Oil Fund: its price follows crude oil. Linked by “fuel costs” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks shipping freight. Linked by “freight” (container shipping) in this story.
- UPS United Parcel Service+5.7% 17d
United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story.
- FDX FedEx+5.8% 30d
FedEx (air courier services): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story.
- UNP Union Pacific+6.6% 30d
Union Pacific (railroads, line-haul operating): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story.
- BKNG Booking Holdings-12.1% 30d
Booking Holdings (transportation services): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story.
- XOM ExxonMobil Holdings+13.4% 16d
ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “fuel costs” (oil) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| IYTNo price data for this ticker | — | — | — | — | — | — | — |
| USO | -2.52% | -0.26% | base | +0.32% | — | after close | after close |
| BWETNo price data for this ticker | — | — | — | — | — | — | — |
| UPSNo price data for this ticker | — | — | — | — | — | — | — |
| FDXNo price data for this ticker | — | — | — | — | — | — | — |
| UNPNo price data for this ticker | — | — | — | — | — | — | — |
| BKNGNo price data for this ticker | — | — | — | — | — | — | — |
| XOM | -2.14% | +1.35% | base | +0.18% | +2.84% | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Q2 Supply Chain Growth Index Shows 49% Pipeline Drop Fleet Equipment Magazine
Source: Fleet Equipment Magazine
Energy
| Company | When | Move | Status |
|---|---|---|---|
| USO | that day | +0.32% | final price |
| USO | three days earlier | -0.26% | final price |
| USO | five days earlier | -2.52% | final price |
| XOM | that day | +0.18% | final price |
| XOM | the next day | +2.84% | final price |
| XOM | three days earlier | +1.35% | final price |
| XOM | five days earlier | -2.14% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rick Larsen sold Fedex (FDX), worth $1,001 - $15,000 on 8 Oct 2026. That is 21 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Fedex (FDX) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Fedex (FDX), worth $1,001 - $15,000 on 24 Sep 2026. That is 35 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Booking Holdings (BKNG) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Booking Holdings (BKNG) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Booking Holdings (BKNG), worth $250,001 - $500,000 on 21 Aug 2026. That is 69 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Pete Sessions sold ExxonMobil Holdings (XOM), worth $1,001 - $15,000 on 14 Oct 2026. That is 15 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Kevin Hern sold ExxonMobil Holdings (XOM) (jointly held), worth $100,001 - $250,000 on 31 Aug 2026. That is 59 days before publication. Filed 25 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought ExxonMobil Holdings (XOM), worth $250,001 - $500,000 on 31 Jul 2026. That is 90 days before publication. Filed 22 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid the energy case looks
12 out of 100
“Q2 Supply Chain Growth Index Shows 49% Pipeline Drop” scores 12 out of 100. The score uses 1 sources.