The Ag Transport Coalition reported that CN and CPKC together supplied 68% of hopper cars ordered in week 29, down from 78% the week before and the worst result this year. CPKC supplied only 52% of orders, its weakest week of the year.
System performance has stayed below the 90% threshold for five straight weeks.
Persistent hopper car shortages slow Canadian grain movement to port, which can build farm and elevator stocks and widen basis discounts. Prices at export positions may be pressured while shipments remain delayed.
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.