its not directly material, but it is indirectly material.
You are totally correct in that diesel prices are paid/recovered on a contract basis, so no direct benefit to MCS.
But the big benefit to MCS is the cost of doing business for its clients. As the costs drop, the clients find it easier to do business. This is a very big plus, that not many people understand.
MCS Price at posting:
27.0¢ Sentiment: Buy Disclosure: Held