USDA's Agricultural Marketing Service reported that wheat transportation costs to Japan rose in the second quarter of 2026 on both quarterly and annual bases across all major routes. Kansas-to-Pacific Northwest costs rose 11% quarter on quarter, and North Dakota-to-Pacific Northwest costs rose 10%.
Total landed costs reached $317 to $323 per metric ton on the Pacific Northwest routes.
Higher truck, rail and ocean freight widens the gap between farm values and delivered cost for US wheat sold into Japan. This can trim export competitiveness and softens farm-gate basis, while buyers face higher landed prices.
在过去 11 次看跌的物流事件之后,小麦(HRW) 在 5 个交易日内中位数变动 -0.3%(45% 上涨;中间一半区间为 -2.8% 至 +0.9%),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。