David Grzebinski: No. I mean, that’s an excellent point. Horsepower, as you know, is how we move the barges and we’ve got to crew these vessels and we’ve seen a very, very tight labor market. It’s been hard to get crews. Fortunately, Kirby has got our own school. So we anticipated some of this and started the school basically almost 2 years ago ramping up even as COVID was going on. We’re doing okay. We’re short mariners. I’ll be honest, we’re short mariners, but we’re able to crew our vessels right now. A lot of mariners working a little over time to help do that, which is good. They’re good team players. But it is absolutely a factor in the tightness in the market. There is just not a lot of available horsepower which is making it really tight.
So you’ve got tight barge availability and tight boat availability. And that just as you would imagine, makes it even more difficult to get moves going. So thanks for bringing that up. It’s a good point. We don’t talk about it a lot, but it is a major factor. And that’s part of the inflation picture, right? I mean, there’s some labor inflation. We’ve been dealing with that. And part of it is because we’re short mariners in the whole ecosystem.
Jack Atkins: Yes. Okay. No, that makes sense. I just wanted to kind of get your thoughts on that piece. And then, I guess, just as we kind of think about the bigger picture, this is maybe a 2-part question, but both as it relates to sort of your fourth quarter outlook and then kind of longer term going into 2024, I guess, has the — when you think about relative to 3 months ago, has the fourth quarter outlook changed at all? And if so, is that really kind of tied purely to the water levels? Or is there anything else going on there in terms of customer demand and maybe that will give you a chance to talk about just the output that you’re seeing from some of your key customer groups within Inland?
David Grzebinski: No, the fourth quarter outlook hasn’t changed a lot. If anything, it’s got a little better because we’re tighter than we — I mean, you always deal with weather in the fourth quarter, and we’re starting to see it and as you know, Jack, fog is as bad as low water, it’s actually worse because the Mississippi is only about 25% of our — 20% to 25% of our volume. But the Gulf Coast, where we’re very active, a fog day can really bog down the fleet. And we always see that in the fourth quarter. That said, weather does tighten up utility too, right? I mean, you don’t — you’re just not moving as efficiently. So it does tighten up utility. I would say, if anything, it’s as expected, maybe marginally better just because we’re so tight on spot.
Now that Illinois is opened back up, the low River, that’s a little bit of a headwind because you have to run lower drafts, you have to be careful and wait for dredges and things like that. So it’s all — it’s coming all in our outlook for now. But I think what’s important is we’re heading into a contract renewal period in the fourth quarter. As you know, that’s usually a pretty heavy contract renewal time. And the market is tight. Our customers are sophisticated. They know it’s tight. They know this maintenance bubbles there. So we feel — we’re pretty energized about the outlook. It’s too early to talk about ’24 yet, but it certainly feels good going into the major contact renewals right now.
Operator: [Operator Instructions]. Our next call comes from John Daniel of Daniel Energy Partners.
John Daniel: David, thank you for including me. I got just one question on the environmentally Frac equipment. Would you characterize the interest, not orders, the interest as accelerating or stable right now? And then also, is it coming from a broader customer base? Or is it the same customers? .
