
Speakers at the Agro Food Summit in Mersin said rising Black Sea freight costs and longer Danube waiting times are pushing grain buyers to prioritise reliable delivery over the cheapest origin price. One trader estimated the cost of moving grain from central Ukraine to a vessel in Odesa has risen from about $40 per tonne before July to over $100 per tonne.
Turkish processors are reconsidering their habit of replenishing stocks quickly from nearby origins.
Higher logistics costs out of Ukraine and Russia raise delivered wheat and feed-grain prices for importers such as Turkey and Egypt. Buyers are paying premiums for dependable delivery, which supports prices in the region.
Setelah 283 peristiwa logistik bullish sebelumnya, Gandum (SRW) bergerak median -0,2% selama 5 sesi (46% lebih tinggi; separuh tengah -1,4% sampai +1,3%), dan -0,1% selama 20 sesi.
Belum cukup peristiwa historis yang sebanding untuk analisis historis.
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.