ISSUE 013

The Rivers Move Weight, Trucks Move Value

Everyone in this state has a line about the rivers. Two great rivers meet here, we are the crossroads of America, and so on. I wanted to know what that is worth to someone in Poplar Bluff with a pallet and a customer in Ohio. The answer, from the state's own freight plan, is less than the branding suggests and in a different place than I expected.

An idea worth thinking about

Missouri is a trucking state that describes itself as a logistics state

MERIC's target industry brief on transportation and logistics counts 243,810 workers across 19,092 establishments in 2024 — 9.8 percent of private sector employment, at an average annual wage of $74,047 against the state private average of $64,752. The sector added 15,797 jobs between 2019 and 2024. On those numbers it is one of the larger things Missouri does.

The concentration figures are more interesting than the totals, because they do not say what the branding says. Transportation and Warehousing, the actual moving-things sector, has a location quotient of 0.88 — below the national rate. Wholesale Trade is 1.12. The two genuinely concentrated lines are wood container and pallet manufacturing at 1.78 and boiler, tank and shipping container manufacturing at 1.87. Missouri is above the national average at making the things freight travels in, and below it at warehousing.

This sits oddly against MERIC's separate concentration brief, which puts truck transportation specifically at 1.38 with 3,844 establishments and 37,928 jobs. Both are right. Trucking is concentrated here; warehousing is not; and the sector aggregate averages one against the other into something that looks unremarkable. If you only read the sector number you would conclude Missouri has no logistics advantage, and if you only read the trucking number you would conclude it has a large one.

For a business in a small Missouri city the practical reading is this. There are plenty of carriers and the rates are competitive, because trucking is thick here. There is not much warehouse and distribution capacity near you, because warehousing clusters around the two metros. Those are different problems with different answers.

Read the target industry brief

A tool I disappeared into

Query what actually moves between your region and anywhere else

The Freight Analysis Framework is the federal government's picture of freight movement between regions, by mode and by commodity. Version 5 carries a 2017 base year, recent-year estimates through 2023, and forecasts out to 2050. The data tabulation tool lets you pick an origin region, a destination region, a commodity and a mode, and get tonnage, value and ton-miles. It is free, there is no account, and the whole thing downloads if you would rather work in a spreadsheet.

What it is good for is sanity-checking an assumption. If you believe there is a market for what you make in a particular state, FAF will tell you how much of that commodity already moves between your region and theirs and by what mode. That is a different and more useful question than how big the market is.

Two limits, and the second is the one people trip over. First, this is a model. It integrates the Commodity Flow Survey, Census trade data and other sources into estimates; it is not a count of trucks. Second, the geography is coarse. Missouri resolves into Kansas City, St. Louis, and Remainder of Missouri — and Remainder of Missouri is most of the state and most of this audience. You cannot get Cape Girardeau out of it, and anyone quoting you a FAF figure for a single town has misread the tool.

Used within those limits it still beats guessing, and it is the only free source I know of that will tell you what already travels the lane you are thinking about.

Open the freight data tool

Learn something

The weekly report that prices a barge from Grafton to Cape Girardeau

USDA's Agricultural Marketing Service publishes a Grain Transportation Report every week, free, roughly thirty pages, and it is the plainest education in freight economics I have found. It prices barge, rail, truck and ocean movements the way the people who buy them actually see them, and it does it in public.

Some of what it taught me, from the 29 October 2026 issue. Barge rates are quoted as a percentage of a 1976 tariff benchmark, which is as odd as it sounds; the St. Louis segment was running 564 percent of that benchmark, or $22.50 a ton, for the week ending 27 October. USDA defines that segment's base rate as the run from Grafton, Illinois to Cape Girardeau, Missouri — their definition, not mine, and a reminder that this stretch of river is a named unit in national freight pricing. Rail capacity trades as secondary railcar bids above or below tariff, running $188 above tariff for November shuttles that week. And the report uses the weekly diesel price as its proxy for truck rates, because fuel is the dominant variable cost.

That diesel figure is worth the click on its own. For the week ending 26 October 2026 the US average on-highway diesel price was $6.352 a gallon, which USDA reports as 263.4 cents above the same week a year earlier, with the Midwest at $6.480. That is one week's reading and I am not extrapolating from it, but if your freight costs have moved and you have been blaming your carrier, that is where to look first.

The obvious caveat: this is a grain report. If you ship pallets of finished goods, the commodity detail is not yours. The diesel series, the barge mechanics and the rail secondary market are general, and understanding how a carrier's own costs move is the thing that makes a rate conversation less one-sided.

Read this week's report

What we’re seeing

Water moves 4.50 percent of Missouri's freight tonnage and 1.13 percent of its value

MoDOT's 2026 State Freight and Rail Plan puts total Missouri freight at 1,020,572 thousand tons in 2023 — just over a billion tons — and splits it by mode. By tonnage: truck 54.93 percent, rail 30.35, pipeline 9.50, water 4.50, air 0.02. By value the picture shifts: truck 56.77 percent, rail 38.91, pipeline 2.55, water 1.13, air 0.43. The rivers carry four and a half percent of the weight and about one percent of the worth.

That is not an argument against the rivers. It is a description of what they are for. Barges move grain, coal, aggregate, cement, fertiliser — heavy things where the cost per ton is the whole game and a week in transit is acceptable. If you make something that fits on a pallet and your customer wants it Thursday, the river was never going to be your answer, and the state's own numbers say so more clearly than any brochure.

The infrastructure is genuinely substantial. Missouri has about 34,000 centerline highway miles including 1,384 interstate miles, the seventh largest highway system in the country. Five Class I freight railroads — BNSF, CPKC, CSX, Norfolk Southern and Union Pacific — across roughly 6,300 miles of track, the eleventh largest rail network nationally, with more than 5,300 at-grade crossings. It ranks tenth for inland waterway miles with 1,050 navigable miles, 19 public river port authorities and around 200 private ports, docks and terminals. The public ports handle about 6.4 million tons a year worth more than $2.7 billion, and MoDOT credits port operations and port-dependent industry with nearly 31,000 jobs and roughly $5.6 billion in statewide output. Those last figures are economic-impact modelling with multiplier effects in them, so read them as an estimate of activity associated with ports rather than a count of anything.

Two constraints in the plan land directly on small shippers outside the metros. The first is truck parking: MoDOT says the shortage persists and the gap between supply and demand is projected to grow substantially by 2050. Drivers parking on ramps and shoulders because there is nowhere legal within hours-of-service range is a reliability problem that eventually shows up in your delivery window. The second is short-line rail. Missouri's Class III railroads serve grain elevators, factories and warehouses on track built before modern railcars existed, and the plan says limited capital prevents them from upgrading to accommodate industry-standard cars. If your plant has a siding, that sentence is about you: the rail connection you have may not take the car size your customer's rail partner wants to use.

The plan's own forecast is more freight, not less — 1,179,976 thousand tons by 2043, with truck share rising to 59.03 percent of tonnage and rail falling to 27.45. Water holds almost exactly flat at 4.52 percent. Whatever happens to Missouri freight over the next twenty years, on the state's own projection it happens on the road.

So the practical version for a two-to-twenty person business shipping product out of a small Missouri city. Your freight question is a trucking question, and the variables you can actually move are your carrier mix, your dock scheduling, and how far your customer's patience extends. The river is a reason your region has cheap bulk inputs and a reason some of your neighbours have jobs. It is not a shipping option for you, and nothing in the state's twenty-year forecast changes that.

Missouri Department of Transportation, 2026 State Freight and Rail Plan, Executive Summary, April 2026

One question

What does it cost you to get one pallet to your furthest customer?

A dollar figure and roughly how far. I want to see whether distance from the interstate shows up in the number as clearly as I think it will.

More in this pillar as it's written.

— Shana

Sources link to the original publisher, never to a summary.