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Southbound barge rates on US rivers have fallen to unsustainable levels as demand weakened earlier than usual, with April tariffs around 284% versus the usual 300% floor. Carriers including American Commercial Barge Line say the rates are below breakeven for many operators.
The USDA reports that 84% of forecast US corn exports and 89% of soybean exports are already sold, and US prices have eased to compete with Brazil and Argentina.
Lower barge freight rates reduce the cost of moving US grain down the Mississippi, but weak southbound demand signals slower export pace and softer demand for US corn and soybeans until harvest-season exports pick up.
argusmedia.comMeghan Yoyotte, Eduardo Gonzalez2024年3月25日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。
