
The weekly ocean freight review notes that Baltic Dry Index fell 0.9% to 1,616, with Panamax and Supramax segments weaker and Capesize up 2.3%. U.S. Gulf to Japan grain freight dropped 1.9% to $48.56 per metric ton, and Pacific Northwest rates fell 1.3% to $25.18.
Vessel operators continue avoiding the Red Sea despite a lull in verified Houthi attacks.
Lower U.S. grain freight to Asia reduces the delivered cost of U.S. export grain, modestly supporting export competitiveness versus Black Sea and South American origins. Continued Cape routing keeps transit times and freight costs elevated.
历史可比事件尚不足,暂无法给出历史解读。
在过去 284 次中性的物流事件之后,玉米 在 5 个交易日内中位数变动 -0.0%(49% 上涨;中间一半区间为 -1.3% 至 +1.4%),20 个交易日内为 -0.2%。
在过去 230 次中性的物流事件之后,大豆 在 5 个交易日内中位数变动 +0.4%(55% 上涨;中间一半区间为 -1.4% 至 +2.0%),20 个交易日内为 +0.1%。
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。