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UNCTAD says the Russia-Ukraine conflict has disrupted Black Sea logistics, halted Ukrainian port operations, and raised insurance and fuel costs. Dry bulk transport prices rose about 60% between February and May 2022.
Global sea exports of grain are projected to fall 3.8% this year, and around 36 countries import over half their wheat from Russia and Ukraine.
Reduced Black Sea grain shipments and higher freight costs tighten wheat supply and lift import prices for feed buyers. Higher ton-miles and shipping scarcity keep the cost of global feed grains elevated.
worldports.org2022年7月1日在过去 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%。
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。
