The International Chamber of Shipping says roughly 80 to 100 ships, mostly bulk carriers, have been stuck in Ukrainian waters for almost two months due to mines and blockades. Bulk freight rates are rising as owners and charterers price in longer tie-ups, and grain trade flows are shifting to longer routes from the Americas.
Higher ocean freight raises landed grain costs for importers in Africa and Asia and widens the spread between origins, supporting demand for US, Brazilian and Argentine corn and wheat while adding cost pressure to feed prices.
历史可比事件尚不足,暂无法给出历史解读。
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。