
Capesize and Panamax dry bulk rates moved sharply this week, with the Capesize 5TC peaking at $18,181 Wednesday before closing at $14,026. Shipowners are being cut off from several routes due to war risk as vessels are halted or turned around following events in Ukraine.
Higher fuel costs and rerouting add tonne-miles and freight cost to grain and oilseed shipments, which can widen export basis and cut returns for feed buyers relying on imported ingredients.
Belum cukup peristiwa historis yang sebanding untuk analisis historis.
Setelah 11 peristiwa logistik netral sebelumnya, Minyak Mentah (WTI) bergerak median +3,8% selama 5 sesi (73% lebih tinggi; separuh tengah -0,4% sampai +6,6%), dan +6,3% 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.