ANZ's Agri Commodity Report says Australia is heading for its second-largest grain crop on record, with a record canola crop and large wheat and barley crops. Harvest logistics, including cross-border movement of contractors and trucks, may be strained.
A large harvest raises the risk of freight and storage bottlenecks, and heavy export volumes could weigh on Australian grain basis and freight rates.
Setelah 137 peristiwa logistik bearish sebelumnya, Gandum (SRW) bergerak median -0,3% selama 5 sesi (44% lebih tinggi; separuh tengah -2,2% sampai +1,0%), dan +0,0% 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.