
Brian Burke of John Stewart and Associates says barge shipping is at a standstill from north to south due to high water on the Mississippi and Illinois rivers. Export programs are slowing, but the impact is smaller than usual because Brazil and Argentina are offering more export competition.
More rain is expected, making it hard to make forward export offers.
Barge standstill slows US export loadings and creates uncertainty for forward sales, supporting freight costs. Heavier South American competition limits how much US export demand can recover.
Belum cukup peristiwa historis yang sebanding untuk analisis historis.
Setelah 359 peristiwa logistik bearish sebelumnya, Jagung bergerak median -0,3% selama 5 sesi (44% lebih tinggi; separuh tengah -1,5% sampai +1,5%), dan -0,5% 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.