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Tradlinx analysed 4,380 logistics articles covering 12 weeks, finding 918 (21%) about shipping, port or supply chain disruption. Middle East disruption made up 39.8% of that coverage and Russia-Ukraine/Black Sea 16.7%, while port congestion was third at 12.4%.
Persistent Middle East and Black Sea disruption keeps freight routing, berthing delays and insurance costs elevated for grain and feed ingredient shipments, supporting landed feed costs for buyers.
Not enough comparable past events yet for a historical read.
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.