The origin of the hauliers’ protests: why expensive diesel blocks goods and empties supermarkets

In various Italian regions, especially in the South, protests and blockades linked to the protest of hauliers against expensive diesel fuel are slowing down the movement of goods. Among the documented consequences are empty shelves in some supermarkets, interruptions in food production and difficulties in supplies. This is not a single national strike: local groups and trade associations have joined or interrupted the demonstrations at different times.

The problem doesn’t just affect truck drivers. When the delivery of raw materials or finished products stops, difficulties can spread from one point to another in the supply chain, even where there is no protest underway.

Dear fuel, why it costs more: the causes

The fuel crisis is also linked to the disruption of international energy markets caused by the war in the Middle East. To understand what happens, we need to distinguish crude oil from refined products: diesel is not extracted directly from deposits, but produced in refineries. Supply therefore depends both on the quantities of oil and on the ability to refine and transport it.

According to the International Energy Agency, global diesel exports in September 2026 were around 700,000 barrels per day lower than in September 2025. On 21 October 2026 the national average price of self-service diesel on the Italian road network was 2.259 euros per litre. The self-service price does not necessarily coincide with that paid by all companies, which may have specific procurement contracts.

Because price increases put hauliers in crisis

Fuel is one of the main operating costs of a trucking company, along with personnel, maintenance, vehicles, tolls and insurance. If diesel fuel increases, each trip costs more. For example, a hypothetical increase of 50 cents per liter is equivalent to 500 euros more per 1,000 liters purchased.

The increase in costs is not necessarily passed on to the customer immediately: rates can be regulated by contracts, adjustment clauses and payment times. Businesses may therefore find themselves incurring greater expenses today, without recovering them immediately. For the islands, the costs of sea crossings are added.

On the public aid front, the Ministry of Transport has set up a tax credit for certain operators which can cover up to 70% of the eligible increase in the cost of diesel compared to February 2026. The amount actually recognized depends on the requirements and available resources.

How many goods travel in Italy on trucks, trains and ships

Trucks play a central role in internal transport, but the shares change based on the statistical perimeter. In the road and rail land modes only, 92.1% of the tonnes detected by ISTAT in 2024 are attributed to the road and 7.9% to the railway. By restricting the analysis to routes with departure and destination in Italy, in the road-rail comparison the road share rises to 96.8% of tonnes.

If we also include sea, pipeline and air transport, the useful statistical unit is the tonne-kilometre, which takes weight and distance into account. According to the ISPRA indicator on internal transport, the road covered 58.6% of tonne-kilometres in 2024 and the sea and inland waterways 25.6%. The percentages of the two indicators should not be compared directly: the denominators and units of measurement change.

Ships and trains are essential for many journeys, especially long distances. However, goods often have to be transported by road to reach factories, warehouses and shops. The blocking of some road connections, therefore, can also interrupt supply chains that use other means of transport.

From pasta factories to mozzarella: the effects already documented

Among the most obvious consequences are the difficulties in producing pasta. Pastificio Garofalo suspended production on October 18 and had resumed only at 40% capacity by October 20, according to statements from its CEO Massimo Menna. Rummo and La Molisana have also reported stops or reductions in activity for the supply of raw materials or packaging.

In the DOP Campania buffalo mozzarella supply chain, the Protection Consortium has announced the temporary closure of several dairies: in some cases the milk produced by the farms does not reach the factories in time to be transformed. The PDO specification sets the deadline for transformation within 60 hours.

Difficulties are also visible in the distribution of fruit, vegetables, meat and other fresh foods, especially in the areas most affected by the blockades. But empty shelves in some locations do not mean a general shortage of food throughout Italy: missed deliveries, in addition to any precautionary purchases by consumers, have an impact.

The crisis has also reached air transport: an official NOTAM notice reported the temporary unavailability of aircraft fuel in the Crotone and Reggio Calabria airports; the pilots were invited to plan refueling elsewhere, while in Lamezia Terme operations were regular.

Dear life and protests: are they the same thing?

The protest arises in a context of rising costs, but the cost of living is a broader phenomenon that predates the lockdowns. In September 2026, Italian inflation was at 4.2% on an annual basis, driven mainly by energy.

It is therefore not correct to automatically attribute to hauliers the price increases already observed in previous months, nor to consider every empty shelf as evidence of a national shortage. To quantify the direct economic effect of the lockdowns would require separate data on sales, logistics, production and prices.