
Ukraine's grain exporters say repeated Russian strikes on ports, rail and energy infrastructure have made logistics unpredictable and doubled transport costs. The Kremenchuk to Barcelona route now averages about $60 per ton, up from about $30 before the full-scale invasion.
Ukraine has still exported roughly 100 million tons of agricultural products through its corridor.
Higher freight costs and rerouting cut Ukraine's effective export competitiveness, supporting Black Sea wheat and corn prices against other origins. Continued strikes on ports could tighten global supply further.
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%。
在过去 285 次看涨的物流事件之后,玉米 在 5 个交易日内中位数变动 +0.1%(52% 上涨;中间一半区间为 -1.5% 至 +1.5%),20 个交易日内为 +0.8%。
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。