
The Mississippi River navigation pinch point has moved from Memphis to St. Louis as the Army Corps of Engineers reduces flows from Missouri River dams. New Orleans grain terminals reported a 35% increase in barges unloaded week over week.
Spot barge rates have fallen from about $110 a metric ton in October to nearly $40.
Lower barge rates reduce the freight cost burden on Gulf-bound grain, which narrows the basis discount for lower-river farmers. Ongoing shallow water near St. Louis still constrains movements.
在过去 206 次看涨的物流事件之后,大豆 在 5 个交易日内中位数变动 +0.5%(56% 上涨;中间一半区间为 -1.3% 至 +2.6%),20 个交易日内为 +1.4%。
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%。
历史可比事件尚不足,暂无法给出历史解读。
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。