@IEG_Vantage #IMX2018

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1 @IEG_Vantage #IMX218

2 Charting the Course Informa Economics IEG Dry Commodity Trends Liquid Commodity Trends Questions and Answers IEG Services and Opportunities 2

3 Informa Economics IEG 3

4 4

5 Profile Approach and Methodology 5

6 Approach and Methodology Barge Commodity Profile Report Fourteenth Annual Report Army Corps of Engineers Internal Domestic Commodity Movements o Current through calendar year Commodities assigned to barge type Informa Economics IEG Fundamental Analytics 6

7 Barge Commodity Profile 7

8 Total Commodities on the Inland Navigation System Primary Metal Prod. 3% Metallic Ores 1% Soil, Sand, Rock & Stone 11% Chemical Prod. 6% Coal 26% Flour, Animal Feed & Gr. Prod. 1% Crude Petroleum 8% Farm Prod. 13% Nonmetallic Minerals, Except Fuel 3% Other & Misc. 1% Stone, Clay, Glass & Concrete Prod. 2% Petroleum & Coal Prod. 2% Chemicals & Allied Prod. 3% Lumber, Wood, Pulp & Allied Prod. 1% 8

9 Covered Barge Commodities on the Inland Navigation System Stone, Clay, Glass & Concrete Prod. 7% Soil, Sand, Rock & Stone % Other & Misc. 1% Chemicals & Allied Prod. 12% Lumber, Wood, Pulp & Allied Prod. % Nonmetallic Minerals, Except Fuel 7% Farm Prod. 54% Primary Metal Prod. 9% Metallic Ores 5% Flour, Animal Feed & Gr. Prod. 5% 9

10 Open Barge Commodities on the Inland Navigation System Other & Misc. 1% Primary Metal Prod. 2% Soil, Sand, Rock & Stone 28% Chemicals & Allied Prod. % Petroleum & Products 4% Coal 61% Lumber, Wood, Pulp & Allied Prod. 1% Nonmetallic Minerals, Except Fuels 3% 1

11 Tank Barge Commodities on the Inland Navigation System Crude Petroleum 23% Food & Farm Prod. 1% Petroleum & Coal Prod. 57% Chemical Prod. 19% 11

12 Average Miles Distance Traveled 1,4 Domestic Barge Traffic Average Miles Agricultural Products Food & Farm Products Corn Soybeans Feed Products Fertilizer 1,3 1,2 1, 1, Informa Economics, Barge Fleet Profile

13 Average Miles Distance Traveled 8 Domestic Barge Traffic Average Miles Liquid Products Total Liquid Chemicals Crude Petroleum Petroleum Informa Economics, Barge Fleet Profile

14 Million Tons Billion Tonmiles Million Tons Billion Tonmiles Million Tons Billion Tonmiles Million Tons Billion Tonmiles Commodity Tons and Tonmiles on the Inland Navigation System by Barge Type Domestic Dry Barge Traffic Dry Tons Dry Tonmiles Domestic Open Barge Traffic Dry Tons Dry Tonmiles Domestic Covered Barge Traffic Dry Tons Dry Tonmiles Domestic Liquid Barge Traffic Tank Tons Tank Tonmiles

15 Index ( = ) Index ( = ) Barge Pressure Index Covered Barge Covered Barge Utilization Tonnage Covered Barge Informa's Covered BPI Covered Barge Utilization on Ton-mile Basis Tonnage Covered Barge Informa's Covered BPI

16 Million Tons Billion Tonmiles Commodities on the Inland Navigation System Inland Covered Barge Farm Product Movements Inland Covered Barge Farm Product Movements Sorghum Oats 6 Sorghum Oats 5 Barley & Rye 5 Barley & Rye 4 Rice Wheat 4 Rice Wheat 3 2 Oilseeds Corn 3 2 Oilseeds Corn

17 Grain & Soybean Barge Loadings Surge; Non-locking Rivers Prevailed, Locking Rivers Regain Ground 17

18 Grain & Soybean Barge Loadings Surge; Non-locking Rivers Prevailed, Locking Rivers Regain Ground 18

19 Index ( = ) Index ( = ) Barge Pressure Index Open Barge Open Barge Utilization Open Barge Utilization on Tonmile Basis 12 Tonnage Open Barge Informa's Barge Pressure Index 12 Tonnage Open Barge Informa's Barge Pressure Index

20 Index ( = ) Index ( = ) Barge Pressure Index Tank Barge Tank Barge Utilization Tank Barge Utilization on Tonmile Basis 14 Tonnage Tank Barge Informa's Barge Pressure Index 14 Tonnage Tank Barge Informa's Barge Pressure Index

21 Questions? Barge Fleet and Commodity Profile Reports Inland River Record

22 Panellists Ken Eriksen, Senior Vice President, Informa Economics IEG Alan Barrett, Senior Analyst, Informa Economics IEG Chaz Jones, Transportation Analyst, Informa Economics IEG 22

23 IEG Services and Opportunities 23

24 Informa Economics IEG Upcoming Events and Activities Current Multi-Client Studies Inland Fact Book Long Term Outlook of Inland Barge Industry North American Commodity Constraints: Modal Requirements Transporting North America's Commodities in a Highly Utilized Modal Environment Opportunities in Tank Barges Related to Crude Oil Production and Movement Conferences & Events Policy Roundtables, Washington, D.C. Inland Marine Expo, May 21-24, St. Louis, MO Commodity and Feed Symposium, Aug , Bloomington, MN Waterways Symposium, Nov , Chicago, IL Training Merchandising School, Aug , Bloomington, MN Transportation, Industrial and Energy Services Core Services: Modal and Commodity Analysis and Outlooks, and Consulting Publications Barge Profile Reports Daily Energy Comments Transportation & Logistics Roundtable Meetings 3 events annually, various locations Duluth, MN Aug. 9, 218 Charleston, SC, Oct. 3,

25 @IEG_Vantage #IMX218 Informa Economics IEG 775 Ridge Lake Blvd Suite 4 Memphis, TN 3812 T E W info@informa.com