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Soy Transportation Coalition expert Mike Steenhoek says barge capacity has fallen 25% and fewer barges are moving on the Mississippi, though exports have been slow enough to offset the impact. He cites ample world soybean supply, a stronger US dollar and high interest rates as bigger export headwinds.
Exporters are shifting some grain to rail toward Pacific Northwest and East Coast ports.
Ample global soybean supply and a stronger dollar weigh on US export competitiveness and soybean prices, while reduced barge capacity raises freight costs for upriver shipments.
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%。
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。