
Freight rates for Ukrainian grain exports on Coaster and Handysize vessels fell about $1 per ton over the past week. Bunker fuel prices dropped sharply, with MGO in Istanbul down roughly $200 per ton over two weeks.
Tonnage supply in the Black Sea remains sufficient despite owners' efforts to raise rates ahead of the new season.
Cheaper Black Sea shipping lowers the delivered cost of Ukrainian feed grains and supports export competitiveness against other origins. The effect is small and mainly shifts margins between exporters and charterers.
Belum cukup peristiwa historis yang sebanding untuk analisis historis.
Setelah 137 peristiwa logistik bearish sebelumnya, Gandum (SRW) bergerak median -0,3% selama 5 sesi (44% lebih tinggi; separuh tengah -2,2% sampai +1,0%), dan +0,0% 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.