Things are thus worse than I thought on several fronts and I'm notorious for pessimism. It's bad news for barge operators, both captive oil company fleets and independent operators like Kirby (KEX). Barge operators can do the math on how much less cargo they can carry if drafts are maxed at 43 feet. Shippers of bulk grain and petrochemicals will have to calculate how much extra storage space they need dockside while they wait for underutilized barges to make return trips. Excess inventory has a carrying cost. Maybe this is good news for certain railroads whose trestles haven't been washed away by floods.
Full disclosure: No positions in either stock mentioned at this time.