
BIMCO reports global bulk grain shipments rose 15% year-on-year in the first six weeks of 2026. Soybean shipments jumped 30% and wheat shipments rose 17%, driven by record Southern Hemisphere harvests and strong US exports.
Tonne-mile demand grew 17%, and Panamax freight rates firmed.
Higher export volumes and longer hauls from South America lift ocean freight costs and support soybean and wheat export pricing.
Not enough comparable past events yet for a historical read.
After 206 past bullish logistics events, SOY moved a median +0.5% over 5 sessions (56% higher; middle half -1.3% to +2.6%), and +1.4% over 20.
After 283 past bullish logistics events, WHEAT moved a median -0.2% over 5 sessions (46% higher; middle half -1.4% to +1.3%), and -0.1% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.