
Some Polish grain buyers suspended corn intake because gas for drying ran short, and farmers hold full stores of wet corn. Gas prices rose from 2.29 to 2.58 zloty per litre within a week, and some buyers raised moisture deductions.
Drying bottlenecks and higher energy costs widen the gap between wet and dry corn prices, tightening the effective supply of dried feed corn in Poland.
After 285 past bullish logistics events, Corn moved a median +0.1% over 5 sessions (52% higher; middle half -1.5% to +1.5%), and +0.8% over 20.
After 54 past bullish logistics events, Natural Gas moved a median -1.8% over 5 sessions (43% higher; middle half -5.7% to +6.2%), and +5.1% 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.