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Analysts warn that rising Eastern Europe tensions could escalate into open hostilities, bringing sanctions and trade disruptions. Around 231 million tonnes of dry bulk cargo was shipped from Black Sea ports last year, 85% of it from Ukraine and Russia.
A conflict could make the Black Sea inaccessible to commercial shipping in whole or part.
Closure or disruption of Black Sea ports would raise dry bulk freight rates and reroute grain supply, tightening feed grain availability and increasing ocean freight costs.
breakwaveadvisors.comOcean Analytics2022年1月27日历史可比事件尚不足，暂无法给出历史解读。
在过去 283 次看涨的物流事件之后，小麦(SRW) 在 5 个交易日内中位数变动 -0.2%（46% 上涨；中间一半区间为 -1.4% 至 +1.3%），20 个交易日内为 -0.1%。
在过去 285 次看涨的物流事件之后，玉米 在 5 个交易日内中位数变动 +0.1%（52% 上涨；中间一半区间为 -1.5% 至 +1.5%），20 个交易日内为 +0.8%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件；仅描述已发生的情况，不代表未来走势。不构成投资建议。
Warnings in late January that Black Sea dry bulk exports (231 Mt) could be disrupted fed risk premia and tonnage-rerouting expectations in grain freight.
