Loading…

Polaris Analytics' Ken Eriksen discusses the barge fleet survey, commodities reporting and how low water, freight rates and basis affect inland navigation. The conversation focuses on the effect of key public data becoming unavailable.
Loss of public barge data reduces price transparency for inland freight and basis, making it harder for buyers to judge the cost of moving grain on low water.
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.