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Average spot rates for panamax and supramax bulkers have risen almost 60% since late July, according to the Baltic Exchange. Strong Brazilian grain harvests and Panama Canal delays are cited as the drivers of the increase.
Higher bulk freight raises the landed cost of grain and meal shipped from South America and the US Gulf, which can narrow export margins and support feed ingredient basis differences.
tradewindsnews.comMichael Juliano2023年9月14日历史可比事件尚不足，暂无法给出历史解读。
在过去 230 次中性的物流事件之后，大豆 在 5 个交易日内中位数变动 +0.4%（55% 上涨；中间一半区间为 -1.4% 至 +2.0%），20 个交易日内为 +0.1%。
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。
