
Low river levels and lock repairs on the Mississippi and Ohio rivers delayed dozens of barge tows, pushing barge freight rates to a three-year high on September 29. Exporters scrambled for supplies to meet Gulf Coast shipping commitments as bulk cargo ships backed up waiting to load soybeans.
Barges are loading to 9 to 9.5 foot drafts, so each carries about 25 percent less grain.
Shallow drafts and lock delays raise the cost of moving grain to Gulf export terminals just as harvest deliveries peak. Higher freight widens the basis and cuts farm-gate prices for soybeans and corn.
Belum cukup peristiwa historis yang sebanding untuk analisis historis.
Setelah 297 peristiwa logistik bearish sebelumnya, Kedelai bergerak median +0,3% selama 5 sesi (54% lebih tinggi; separuh tengah -1,5% sampai +1,8%), dan +0,7% 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.