
Hurricane Ida, with 150 mph winds, crippled grain shipping facilities along the lower Mississippi River, including the Port of South Louisiana, which handles more than 50% of US grain exports. The storm left the timeline for resuming export activity unclear.
A barge urea price in New Orleans rose from $450/t to $552/t after the storm, and grain markets fell sharply on export uncertainty.
Shuttered Gulf export capacity disrupts US grain and soybean shipments, pressuring US cash prices while raising barge freight and fertilizer costs. Feed buyers should watch for a longer outage, which would widen basis and increase logistics costs.
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's 2021-08-30 shutdown of lower Mississippi shipping and the jump in New Orleans barge urea from $450 to $552/t is a direct supply and logistics shock that fits the 4.32% one-day rise.
Hurricane Ida (landfall Aug 29) crippled Lower Mississippi shipping and drove New Orleans barge urea from $450 to $552/t, a direct supply/logistics shock matching the timing and direction of the one-day jump.
Ida's shutdown of Gulf ports and shipping, with urea barges jumping from $450 to $552/t, shows the storm-driven supply and logistics disruption behind the price surge.
Post-Ida disruption lifted New Orleans urea barge prices sharply (reported $450 to $552/t), a direct supply and logistics shock.
Ida's shutdown of South Louisiana grain export facilities stalled barge unloading and turnaround, creating congestion and a vessel supply squeeze that likely lifted St. Louis barge freight, though the event is dated about a week before the one-day move.
Ida's disruption of Louisiana port and shipping infrastructure drove NOLA urea barge prices up from $450 to $552/t, tightening nearby US Gulf supply.