In the short term, there are no clear changes expected in global supply chains or transportation markets. The lingering uncertainty will likely prevent any major shifts in the coming months—an ironic statement, given the nature of uncertainty itself. Seasonality suggests a relatively stable period for domestic markets leading up to Labor Day. While hurricanes may become a growing concern toward the end of August, with a small chance of causing market disruption, demand is expected to remain steady at lower levels, supported by healthy inventory levels. No major disruptive forces are currently anticipated, but the risk of volatility generally increases as we move into the fourth quarter.