
Ukraine is racing to move millions of tonnes of wheat and corn through alternative routes, including Romanian ports, rail and river, because its own ports are shut. Five cargo vessels have been hit by munitions and one has sunk.
Ukraine holds about 7 million tonnes of wheat and 13 million tonnes of corn for export, worth $6 to $7 billion.
Successful rerouting would release stranded corn and wheat into world markets, which would partly offset the supply loss. Slow progress keeps the supply squeeze in place.
Setelah 284 peristiwa logistik netral sebelumnya, Jagung bergerak median -0,0% selama 5 sesi (49% lebih tinggi; separuh tengah -1,3% sampai +1,4%), dan -0,2% selama 20 sesi.
Setelah 163 peristiwa logistik netral sebelumnya, Gandum (SRW) bergerak median +0,1% selama 5 sesi (53% lebih tinggi; separuh tengah -1,3% sampai +1,1%), dan -0,3% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.