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USDA's Grain Transportation Report says ocean freight rates for bulk grains have risen five straight weeks. As of March 10, U.S. Gulf to Japan grain freight was $79 per metric ton, up 12% year to date and 37% year on year.
Higher freight raises the landed cost of imported and exported feed grains and meal, widening basis and CIF spreads for buyers. Rising crude costs tied to the Ukraine war are the cited driver.
历史可比事件尚不足,暂无法给出历史解读。
在过去 26 次看涨的物流事件之后,原油(WTI) 在 5 个交易日内中位数变动 +1.2%(58% 上涨;中间一半区间为 -5.1% 至 +9.5%),20 个交易日内为 +2.0%。
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。