From Environmental Capital:
It appears that many shippers are struggling to find ways to deal with rising costs as well as meeting environmental standards. It appears that shipping companies are planning to build bigger ships and shift their fuel sources over to diesel. This would most likely have substantial impacts on other diesel users since supply is already tight. Anyone filled up with diesel lately? It is brutal. I wonder how this change would impact small trucking companies who are already getting squeezed. Seems like a good time to be a railroad company!