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Mike Steenhoek of the Soy Transportation Coalition says U.S. agriculture heads into 2026 facing uncertainty over export markets and shipbuilding policy. He notes that Mississippi River low water has persisted for a fourth year and hurt barge transportation.
He credits 2025 rail service as commendable.
Persistent low water and policy uncertainty keep upward pressure on barge and export logistics costs, which can narrow the interior basis for soybeans and grains over time.
sfntoday.comJan 2, 2026Not enough comparable past events yet for a historical read.
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.
