I asked Grok what would the cost of diesel and labor be to make it equivalent to the operating cost of a Tesla truck?
Diesel prices have surged to record highs above $6 per gallon in September 2026 due to global supply disruptions from conflicts, Russian refinery issues, and low U.S. distillate inventories, directly raising trucking and shipping costs as noted in the post.
Regional diesel shortages are occurring, including the recent shutdown of Exxon’s major Joliet refinery in the Midwest, which will tighten supplies for truckers and farmers through late 2026 and into 2027.
Tesla Semi trucks are in production with FSD testing underway and larger deployments planned, representing a real long-term shift toward automation that threatens independent truckers, though widespread self-driving long-haul operations are not yet fully active.
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After the market crashes, buy Tesla stock. For now, sell any trucking, truck manufacturer or truck parts stock.

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