It seems that's the case. Post is the biggest concern around here. Drive is fast replacing Acclaim as the crab-post of choice.
According to my BASF rep, the barrier will still set up, but it will take a little longer. It hasn't been out so long that I can honestly say we've seen local side by side tests.
But with the drought conditions upon us here now, I'd say it doesn't matter much anyway. Crabs that are up do well in a drought, but there won't be many new ones germinating.