The earnings season for the third quarter has wrapped up and Todd Fowler of KeyBanc has a few things to say.

Fowler is the lead transportation analyst at KeyBanc and he shares his perspective on the numbers on this week's edition of Drilling Deep. What companies did things that were notable? And what did the earnings say about the future?

Also on Drilling Deep, host John Kingston talks about the rising diesel market, but in one area, it isn't rising fast enough. That might sound odd to buyers of the fuel but he'll explain why there's a mismatch.

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