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Hurricane Ida damaged more Gulf Coast grain terminals, including a second Cargill facility in Westwego, Louisiana, while power outages kept others shut. The lower Mississippi River was closed to vessel traffic with sunken barges and debris blocking the channel.
Urea barge prices from New Orleans also jumped from $450 to $552 per ton.
The Gulf handles about 60% of US grain exports, so weeks of stalled loadings and river closure delay shipments, pressure US cash grain and soybean prices, and raise barge freight costs.
agweb.comReuters2021/09/01過去の弱気な物流イベント359件の後、トウモロコシ は5営業日で中央値 -0.3% 動き（44% が上昇。中央50%は -1.5% から +1.5%）、20営業日では -0.5% 動きました。
過去の弱気な物流イベント297件の後、大豆 は5営業日で中央値 +0.3% 動き（54% が上昇。中央50%は -1.5% から +1.8%）、20営業日では +0.7% 動きました。
過去の傾向を示すのに十分な類似イベントがまだありません。
過去の強気な物流イベント49件の後、尿素 は5営業日で中央値 -0.3% 動き（45% が上昇。中央50%は -1.3% から +2.2%）、20営業日では -0.4% 動きました。
イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。
Hurricane Ida disrupted Mississippi River logistics and sent New Orleans urea barge prices from $450 to $552/t, a direct supply-side shock matching the move window.
Lower Mississippi closure with sunken barges and debris, plus damaged terminals, disrupted barge movements and unloading, tightening barge availability and pushing St. Louis freight rates higher in the days up to Sept 7.
Hurricane Ida damage and the closed lower Mississippi pushed New Orleans urea barge prices sharply higher (from $450 to $552/t), a direct supply and logistics shock that fits a one-day jump ending 2021-09-02.
Further Ida damage and a closed lower Mississippi reinforced the supply and logistics squeeze and the barge price jump.
Further Ida damage and the river closure reinforced supply and logistics tightness and the barge price spike heading into the move.
Describes Ida-related terminal damage and river closure with urea barge prices jumping from $450 to $552/t, corroborating the supply disruption, but it is dated after the move.
