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USDA's Grain Transportation Report says costs for all transport modes have risen, with rail performance hurt by extreme weather and labor shortages. Barge rates have jumped amid the Ukraine war and limited barge supply, while ocean freight and diesel have also climbed on Black Sea turmoil.
USDA expects total US exports of corn, soybeans and wheat to fall 10% in MY 2021/22 from the prior year, with corn and soybean exports boosted by the conflict.
Higher freight and fuel costs widen the basis for US grain sold into export markets and can cut farm-gate prices. Rail and barge constraints also slow shipments, which weighs on export competitiveness.
doi.org2022年4月14日在过去 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%。
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。
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。
