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Freight quotes from Russian ports to Egypt more than tripled in nine days, rising to $70 per tonne by August 20. Russian wheat fell $9 to $215 per tonne over the same period, so the delivered cost to Egypt rose about 16-17%.
Higher ocean freight and war-risk insurance raise the delivered price of Black Sea wheat even as the FOB price falls. This keeps Egyptian import costs high and supports wheat values in the delivered market.
在过去 283 次看涨的物流事件之后,小麦(SRW) 在 5 个交易日内中位数变动 -0.2%(46% 上涨;中间一半区间为 -1.4% 至 +1.3%),20 个交易日内为 -0.1%。
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。