The USDA's November 27 Grain Transportation Report shows U.S. rail and Mississippi River barge movements running above their three-year averages in the 2025/26 marketing year. Shippers are prioritizing corn after China's absence from the U.S. soybean market, with soybean shipments expected to rise as purchases resume.
Record corn output and above-average fall grain supplies are tightening storage and adding harvest-time transport pressure.
Strong rail and barge demand supports freight costs and basis for corn and soybeans, while the expected rebound in soybean shipments would shift export flows toward soy. Transport tightness can widen Gulf basis and affect interior prices.
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 230 peristiwa logistik netral sebelumnya, Kedelai bergerak median +0,4% selama 5 sesi (55% lebih tinggi; separuh tengah -1,4% sampai +2,0%), 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.