UNCTAD says the Russia-Ukraine conflict has disrupted Black Sea logistics, halted Ukrainian port operations, and raised insurance and fuel costs. Dry bulk transport prices rose about 60% between February and May 2022.
Global sea exports of grain are projected to fall 3.8% this year, and around 36 countries import over half their wheat from Russia and Ukraine.
Reduced Black Sea grain shipments and higher freight costs tighten wheat supply and lift import prices for feed buyers. Higher ton-miles and shipping scarcity keep the cost of global feed grains elevated.
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.