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Grain farmers, pork producers and fertilizer companies are being hit by the shutdown of Canada's two major railways. Railways had already slowed deliveries before the lockouts, which created backlogs at the start of harvest.
Cereals Canada says more than 85 percent of Canadian grain moves by rail, and the federal government ordered binding arbitration to restart service.
Backlogged deliveries and pork and fertilizer disruptions increase feed and input costs while reducing Canadian grain flows to market. Quick restart would limit the price impact, but backlogs may keep basis weak through harvest.
theglobeandmail.comKate Helmore22 ago 2024Todavía no hay suficientes eventos comparables pasados para una lectura histórica.
Tras 11 eventos bajista de logística pasados, Cerdo magro se movió una mediana de +1,6 % en 5 sesiones (55% al alza; mitad central entre -2,7 % y +2,5 %), y -6,1 % 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.
