
A University of Arkansas newsletter dated August 26, 2024 warns that the Mississippi River at Memphis is heading to severely low levels for a third straight year. It explains that falling water reduces barge drafts, so each barge carries less grain and freight rates rise.
The authors also note that low river levels weaken local cash basis at harvest.
Reduced barge capacity raises freight costs and pushes down the cash bids elevators can pay, so soybean and corn prices at interior points tend to weaken relative to futures.
历史可比事件尚不足,暂无法给出历史解读。
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%。
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。