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Grain shippers warn that Class I railroads may lack network capacity to handle a large 2020-21 U.S. harvest alongside higher export volumes driven by China's Phase One purchase commitments. Railroads had stored locomotives during the spring downturn and have been returning equipment to service.
Shippers are concerned that precision scheduled railroading changes could limit capacity.
Tight rail capacity raises freight costs and can widen basis at interior elevators while supporting export-demand pricing, particularly for corn and soybeans moving to ports. Feed buyers in interior regions could see higher delivered costs.
freightwaves.comJoanna Marsh2020年9月15日在过去 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%。
在过去 206 次看涨的物流事件之后，大豆 在 5 个交易日内中位数变动 +0.5%（56% 上涨；中间一半区间为 -1.3% 至 +2.6%），20 个交易日内为 +1.4%。
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%。
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。
