
Action Intel data show barge volumes into New Orleans this fall are roughly 1 million metric tons below last October's peak. USDA data show a 3.4 million metric ton rise in mid-year NOLA grain exports, which may reflect a shift toward rail.
A move from barge to rail for Gulf export flows changes freight patterns and could affect barge demand and rail-versus-barge pricing at the margin.
After 284 past neutral logistics events, CORN moved a median -0.0% over 5 sessions (49% higher; middle half -1.3% to +1.4%), and -0.2% over 20.
After 230 past neutral logistics events, SOY moved a median +0.4% over 5 sessions (55% higher; middle half -1.4% to +2.0%), and +0.1% over 20.
Not 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.