
Grain farmers, pork producers and fertilizer companies are being hit by the shutdown of Canada's two major railways. Railways had already slowed deliveries before the lockouts, which created backlogs at the start of harvest.
Cereals Canada says more than 85 percent of Canadian grain moves by rail, and the federal government ordered binding arbitration to restart service.
Backlogged deliveries and pork and fertilizer disruptions increase feed and input costs while reducing Canadian grain flows to market. Quick restart would limit the price impact, but backlogs may keep basis weak through harvest.
Belum cukup peristiwa historis yang sebanding untuk analisis historis.
Setelah 11 peristiwa logistik bearish sebelumnya, Babi Hidup (Lean Hogs) bergerak median +1,6% selama 5 sesi (55% lebih tinggi; separuh tengah -2,7% sampai +2,5%), dan -6,1% 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.