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CoBank projects the US inland barge fleet will shrink about 17% by 2035, from 19,668 barges today to roughly 16,240, as retirements of 500 to 1,000 vessels a year outpace about 410 new builds. The fleet's average age has risen from 13.8 years in 2016 to 17.6 years.
Fewer barges and recurring low water on the Mississippi point to tighter transport capacity for grain exports, which can widen basis and squeeze farm margins over time. The effect is structural and gradual rather than an immediate supply shock.
maritime-executive.comNov 13, 2026Not enough comparable past events yet for a historical read.
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, Soybeans moved a median +0.4% over 5 sessions (55% higher; middle half -1.4% to +2.0%), and +0.1% 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.
