
Grain transportation costs to Mexico rose in the first quarter of 2026 versus the prior quarter, while export volumes held steady year over year. Barge and truck rates climbed after a January winter storm created ice and low water on the Mississippi River System.
Land-route costs fell, but rising farm values pushed up overall landed costs.
Higher landed costs make U.S. grain less competitive in Mexico and raise barge freight, which tends to weigh on Gulf and interior basis values. Steady volumes limit the downside.
在过去 297 次看跌的物流事件之后,大豆 在 5 个交易日内中位数变动 +0.3%(54% 上涨;中间一半区间为 -1.5% 至 +1.8%),20 个交易日内为 +0.7%。
在过去 359 次看跌的物流事件之后,玉米 在 5 个交易日内中位数变动 -0.3%(44% 上涨;中间一半区间为 -1.5% 至 +1.5%),20 个交易日内为 -0.5%。
历史可比事件尚不足,暂无法给出历史解读。
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。