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Surging Fuel Prices Could Add $125 Billion to US Transport Costs, Wood Mackenzie Says

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Soaring fuel prices that prompted the US Federal Reserve's quarter percentage point interest rate increase, could also add $125 billion to US transportation costs, according to a report by Wood Mackenzie.

The report noted that the US economy was healthy, citing a projected GDP growth rate of 2.3% for the year, alongside low unemployment at 4.1%. However, analysts at Wood Mackenzie expressed concern about higher fuel costs for consumers stoking inflation.

Analysts highlighted Brent's surge from $60 a barrel at the beginning of this year to $101 per barrel on Monday, which has pushed average retail gasoline prices to $4.48 per gallon, up 40% in a year, the American Automobile Association said.

Diesel price increases have been even sharper, with disruption to Russian exports leading prices to surge 76%, to $6.51 a gallon across the country.

Wood Mackenzie warned that if diesel prices remain at current levels for a year, the 45 billion gallons consumed annually by the US transportation sector would translate into an additional cost of about $125 billion, equivalent to 0.4% of US GDP. The biggest impact is set to be on the agriculture and fishing.

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Natural Gas Update: US Futures Fall on European Decline

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Commodities

Market Chatter: Meta's Alberta Data Center Boosts Province's Appeal to US Hyperscalers, Capital Power Says

Capital Power CEO Avik Dey said Meta's (META) planned CA$13 billion ($9 billion) Alberta data center has boosted the province's appeal to hyperscalers, who view the project as a vote of confidence in the government's artificial intelligence strategy, Reuters reported on Monday.Dey reportedly said the company is in talks with several firms seeking electricity for potential projects and expects other US hyperscalers to follow Meta.More than 100 data centers have been proposed in Alberta, which offers abundant natural gas, available land and a cold climate. Capital Power will initially supply 250 megawatts of electricity to Meta's site.Capital Power did not immediately respond to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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