
Grain shipping is described as navigating turbulent conditions due to COVID-19 lockdowns in China and Russia's invasion of Ukraine. Ukraine's wheat and agricultural exports are largely shut off by the Russian blockade and control of Black Sea ports.
Chinese port congestion and hinterland shutdowns, especially in Shanghai, are also disrupting dry bulk freight.
Blocked Black Sea exports and Chinese port congestion tighten grain supply and raise freight costs, supporting wheat and corn prices and feed ingredient costs.
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。
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%。
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。