The Ag Transport Coalition reported that CN and CPKC together supplied 68% of hopper cars ordered in week 29, down from 78% the week before and the worst result this year. CPKC supplied only 52% of orders, its weakest week of the year.
System performance has stayed below the 90% threshold for five straight weeks.
Persistent hopper car shortages slow Canadian grain movement to port, which can build farm and elevator stocks and widen basis discounts. Prices at export positions may be pressured while shipments remain delayed.
Tras 163 eventos neutral de logística pasados, Trigo (SRW) se movió una mediana de +0,1 % en 5 sesiones (53% al alza; mitad central entre -1,3 % y +1,1 %), y -0,3 % en 20.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.