
Barge freight from the Danube to Egypt reached about $120 per ton as of October 30, a new high, up from $108-110 a week earlier and $30 in July. Few deals are being concluded because shipowners and charterers remain far apart on rates, and Black Sea deep-water routes have effectively stopped being fixed since July.
Higher Danube-to-Egypt freight raises the landed cost of Ukrainian and Danube-origin grain and oilseeds into North Africa, supporting Black Sea export alternatives and widening origin spreads for feed buyers.
Not enough comparable past events yet for a historical read.
After 163 past neutral logistics events, Wheat (SRW) moved a median +0.1% over 5 sessions (53% higher; middle half -1.3% to +1.1%), and -0.3% 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.