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Freight rates for Ukrainian grain exports on Coaster and Handysize vessels fell about $1 per ton over the past week. Bunker fuel prices dropped sharply, with MGO in Istanbul down roughly $200 per ton over two weeks.
Tonnage supply in the Black Sea remains sufficient despite owners' efforts to raise rates ahead of the new season.
Cheaper Black Sea shipping lowers the delivered cost of Ukrainian feed grains and supports export competitiveness against other origins. The effect is small and mainly shifts margins between exporters and charterers.
历史可比事件尚不足,暂无法给出历史解读。
在过去 137 次看跌的物流事件之后,小麦(SRW) 在 5 个交易日内中位数变动 -0.3%(44% 上涨;中间一半区间为 -2.2% 至 +1.0%),20 个交易日内为 +0.0%。
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。