Bloomberg reports that Russian grain traders are increasingly using ship-to-ship transfers because Black Sea deep-water ports have reached capacity. Novorossiysk Grain Plant moved to a 24-hour schedule, and volumes have at times exceeded recommended equipment capacity.
Azov ports load about 5,000 tonnes per ship, while Kerch Strait vessels take up to 75,000 tonnes.
Terminal constraints raise freight and handling costs for Russian wheat, which can narrow the export price advantage and support wheat values for buyers sourcing from the Black Sea.
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.