
Low water on the Lower Ohio and Mississippi rivers began in late August and worsened through harvest, with Memphis reaching about minus 6.7 feet in late September. Grounded barges and reduced loads disrupted movement of the new-crop soybean export harvest to the Gulf.
Fertilizer shipments were also affected, and river terminals faced basis problems.
Basis weakness at river terminals and higher barge costs cut prices farmers receive while raising delivered costs for export buyers. Fertilizer delays can also raise input costs for the next crop.
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 49 次看涨的物流事件之后,尿素 在 5 个交易日内中位数变动 -0.3%(45% 上涨;中间一半区间为 -1.3% 至 +2.2%),20 个交易日内为 -0.4%。
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。