
At a FreightWeekSTL 2026 session, Ken Eriksen said record corn production and strong export volumes continue to drive barge demand. He noted China has adjusted its purchasing while Mexico keeps increasing imports of U.S. grain.
Infrastructure pressure on inland waterways was also highlighted.
Record corn output and steady Mexican demand support barge freight volumes and corn export flows. Lower Chinese purchases partly offset that support, leaving the net effect modestly bullish for corn and barge rates.
After 729 past bullish trade events, Corn moved a median +0.4% over 5 sessions (56% higher; middle half -1.1% to +1.8%), and +0.5% over 20.
Not enough comparable past events yet for a historical read.
After 224 past bullish trade events, Soybean Oil moved a median +0.4% over 5 sessions (54% higher; middle half -1.5% to +2.1%), and -0.5% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.