
High grain prices and demand following Russia's invasion of Ukraine are raising grain export volumes from North and South America and increasing Panamax cargo demand. The spot rate for US Gulf to north China grain was $80/t, up over 23% since the invasion began.
Freight rates for grain Panamax routes hit record highs in the weeks after the war began.
Stronger Americas export flows and record freight costs tighten the availability of corn and wheat for importers and raise delivered feed costs. Shipping cost increases feed through into import prices.
在过去 729 次看涨的贸易事件之后,玉米 在 5 个交易日内中位数变动 +0.4%(56% 上涨;中间一半区间为 -1.1% 至 +1.8%),20 个交易日内为 +0.5%。
在过去 431 次看涨的贸易事件之后,小麦(SRW) 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -1.3% 至 +2.1%),20 个交易日内为 +0.5%。
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。