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Grain shippers warn that Class I railroads may lack network capacity to handle a large 2020-21 U.S. harvest alongside higher export volumes driven by China's Phase One purchase commitments. Railroads had stored locomotives during the spring downturn and have been returning equipment to service.
Shippers are concerned that precision scheduled railroading changes could limit capacity.
Tight rail capacity raises freight costs and can widen basis at interior elevators while supporting export-demand pricing, particularly for corn and soybeans moving to ports. Feed buyers in interior regions could see higher delivered costs.
freightwaves.comJoanna Marsh15 Sep 2020Setelah 285 peristiwa logistik bullish sebelumnya, Jagung bergerak median +0,1% selama 5 sesi (52% lebih tinggi; separuh tengah -1,5% sampai +1,5%), dan +0,8% selama 20 sesi.
Setelah 206 peristiwa logistik bullish sebelumnya, Kedelai bergerak median +0,5% selama 5 sesi (56% lebih tinggi; separuh tengah -1,3% sampai +2,6%), dan +1,4% selama 20 sesi.
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.
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.
