On this week's Drilling Deep, Thomas LaSalvia of Moody's Analytics REIS looks at the market for warehouse space additions being driven by the growth in e-commerce. And he finds that even as demand for it is soaring, the supply of new space is keeping up and it's keeping rents relatively soft.

Also on this week's podcast, host John Kingston looks at the sharp increase in oil and diesel prices in the last two weeks and wonders whether the diesel market hasn't made a lasting turn in its current weakness.

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