
Panama Canal draft limits in late summer will prevent the largest vessels calling at East and Gulf coast ports from fully loading during peak season. Singapore-registered carrier SeaLead has liquidated after US sanctions, ending its Asia-Middle East, Mediterranean and Baltic services.
An analyst expects higher diesel prices and rising truck rates to support North American intermodal performance in the second half.
Draft restrictions reduce export loading capacity on US East and Gulf coasts, which can widen Gulf basis and slow grain and meal shipments. Higher diesel and truck rates raise the cost of moving feed ingredients inland.
Belum cukup peristiwa historis yang sebanding untuk analisis historis.
Setelah 113 peristiwa logistik bullish sebelumnya, ULSD / Solar bergerak median +0,6% selama 5 sesi (54% lebih tinggi; separuh tengah -2,8% sampai +4,2%), dan +0,2% 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.