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Analysts at Ágora Investimentos say Rumo, the rail operator that moves about 26% of Brazil's grain exports, could benefit from repeated strikes at Argentine ports. They argue that standoffs may reduce Argentine grain exports and shift volume to Brazilian exporters.
The note was reported by Money Times.
If Argentine port disruption persists, more grain demand could move to Brazilian export channels, which could tighten Brazilian supply and support local soybean and corn prices.
datamarnews.comRuth Hollard28 may 2021Tras 206 eventos alcista de logística pasados, Soja se movió una mediana de +0,5 % en 5 sesiones (56% al alza; mitad central entre -1,3 % y +2,6 %), y +1,4 % 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.
