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Tanker operators are paying priority fees of $3 million to $4 million to pass the Panama Canal, pushing grain ships with cheaper cargoes into longer queues. US oil exports through the canal exceeded 200,000 barrels per day in early April, near the highest since July 2022, as Asian refineries shift away from Persian Gulf supply.
Canal queues favor high-value energy cargoes over grain, which raises waiting times and freight costs for grain ships on the US Gulf to Asia route.
历史可比事件尚不足,暂无法给出历史解读。
在过去 11 次中性的物流事件之后,原油(WTI) 在 5 个交易日内中位数变动 +3.8%(73% 上涨;中间一半区间为 -0.4% 至 +6.6%),20 个交易日内为 +6.3%。
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。