◂ 이벤트 타임라인

2021. 8. 30.물류미국

Hurricane Ida Shutters Ag Exports with No Clear Timeline on How Long Shipping Delays Could Last

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.

중요한 이유

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.

영향 대상옥수수▼대두▼바지선 운임 (St. Louis)▲요소▲

출처 1건
thedailyscoop.com2021. 8. 30.

가격 반응 및 이력

옥수수▼하락현재까지1d -2.6%5d -6.1%20d -11.6%

과거 하락 물류 이벤트 359건 이후, 옥수수은 5거래일 동안 중앙값 -0.3% 변동(상승 44%; 중간 50% 범위 -1.5%~+1.5%), 20거래일 동안 -0.5%.

2019. 5. 13.High water causing export delays - Brownfield Ag News+6.9%
2023. 11. 23.Ukraine's farmers pin hopes on export corridor as war cost mounts | Reuters-1.8%
2023. 12. 22.Return to the Black Sea: New grain lane could ease Ukraine’s rift with neighbours | World Ports Organization+2.4%
2026. 1. 29.Low Water on U.S. Rivers Disrupts Grain Exports, Raising Costs for Ag Supply Chains - Agrolatam-0.3%
2021. 9. 13.Hurricane Ida threw teh barge industry into a tizzy along the Mississippi River+0.1%

대두▼하락현재까지1d -4.0%5d -5.6%20d -5.3%

과거 하락 물류 이벤트 297건 이후, 대두은 5거래일 동안 중앙값 +0.3% 변동(상승 54%; 중간 50% 범위 -1.5%~+1.8%), 20거래일 동안 +0.7%.

2023. 12. 13.Ag transportation expert: unclear how low Mississippi River is affecting ag exports - Brownfield Ag News-0.8%
2026. 1. 29.Low Water on U.S. Rivers Disrupts Grain Exports, Raising Costs for Ag Supply Chains - Agrolatam+1.6%
2021. 9. 13.Hurricane Ida threw teh barge industry into a tizzy along the Mississippi River+0.7%
2021. 9. 17.US Barge Costs Spike Weeks After Hurricane Ida-0.9%
2021. 9. 20.Ida, Nicholas Temporarily Halt Grain Exports From Lower Mississippi River - The Waterways Journal+0.1%

바지선 운임 (St. Louis)▲상승

과거 비교 가능한 이벤트가 아직 부족해 이력 분석을 할 수 없습니다.

요소▲상승현재까지1d +4.3%5d +16.5%20d +21.0%

과거 상승 물류 이벤트 49건 이후, 요소은 5거래일 동안 중앙값 -0.3% 변동(상승 45%; 중간 50% 범위 -1.3%~+2.2%), 20거래일 동안 -0.4%.

각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.

연관 가격 변동

요소+4.3%1개 기간 · 2021. 8. 30.까지5.6σ
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.
요소+4.3%1개 기간 · 2021. 8. 29.까지6.5σ
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.
요소+16.5%5개 기간 · 2021. 9. 2.까지3.8σ
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.
요소+16.5%5개 기간 · 2021. 9. 3.까지3.1σ
Post-Ida disruption lifted New Orleans urea barge prices sharply (reported $450 to $552/t), a direct supply and logistics shock.
바지선 운임 (St. Louis)+39.4%1개 기간 · 2021. 9. 7.까지3.2σ
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.
요소+7.2%1개 기간 · 2021. 9. 2.까지7.2σ
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.

옥수수 CORN · GP ▸

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대두 SOY · GP ▸

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