USDA's Grain Transportation Report shows corn and soybean shipping costs from Minneapolis to Japan rose quarter over quarter in Q1 2026 on both the Gulf and Pacific Northwest routes. The Gulf increase partly reflects switching to rail data during the winter river closure.
Year over year, Gulf transport costs rose 7% for corn and 4% for soybeans.
Higher freight raises landed costs for Asian buyers and trims the farm-gate value US exporters can pass back, which weighs on US export competitiveness. The effect is most visible in basis and export spreads rather than futures.
历史可比事件尚不足,暂无法给出历史解读。
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%。
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。