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Ukrainian grain exports now face sharply higher logistics costs after Russia blocked the Black Sea deep-water ports. Trucking from central Ukraine to Reni or Izmail is about $65 per tonne, roughly double the pre-war rate, and exporters are shifting to shallow-water ports, rail, and EU border routes.
Higher logistics costs cut Ukrainian export competitiveness and push up the landed price of Black Sea grain, supporting world wheat and corn prices and sustaining demand for alternative feed supplies.
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%。
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。