Demand WeaknessContinued demand weakness extends pressures related to increased European chemical competition, refinery maintenance, and lighter crude oil cracks.
Inland Barge UtilizationInland barge utilization could ease into the high-80’s, slightly below its target, due to softening demand.
Marine Segment ChallengesThe Marine segment faces challenges due to headwinds from China's chemicals output, but has shown resilience supported by limited barge-building.