“We're going to bring on two new plants here in the next, call it, three to six months, which is very encouraging for us.”

In context

“cy question first. Lance and I just came back from Asia here recently, and we saw the evidence of what you're talking about. We're really looking at how the consumer is going to spend their money. We're seeing some evidence that they're spending more on the services right now than the goods. We're seeing that show up in the parcel shipment. And so we're going to just watch that pretty closely week to week. So I talked a little bit about some of the markets that we feel very bullish on. Obviously, coal is one of them. Eric and his team and our commercial leaders have done a really good job of being agile and put resources, incremental resources up to capture that business. On our biofuel market as an emerging market for us, we feel good about the order book of customers that are coming on. We're going to bring on two new plants here in the next, call it, three to six months, which is very encouraging for us. Grain is going to be a tough comp, but we'll see how that plays out. On the Industrial side, housing markets, we're seeing our lumber shipments taper off a little bit. One of the things that I'd tell you about Industrial is on the construction product side, our rock shipments are still relatively strong, and so that's a positive for us. Our metals business has been strong. A lot of the rebar goes into construction materials for highways and roads. So that's encouraging for us. A lot of the other sheet and coil is helping out the Automotive business, which is also -- I talked about that being up. Automotive is up. Dealer supplied at their facilities are low. They're about 30 today. Some of the OEMs that we talk to, their dealers supply for inventory at their dealerships is in the single di”