
Hurricane Ida damaged more Gulf Coast grain terminals, including a second Cargill facility in Westwego, Louisiana, while power outages kept others shut. The lower Mississippi River was closed to vessel traffic with sunken barges and debris blocking the channel.
Urea barge prices from New Orleans also jumped from $450 to $552 per ton.
The Gulf handles about 60% of US grain exports, so weeks of stalled loadings and river closure delay shipments, pressure US cash grain and soybean prices, and raise barge freight costs.
在过去 359 次看跌的物流事件之后,玉米 在 5 个交易日内中位数变动 -0.3%(44% 上涨;中间一半区间为 -1.5% 至 +1.5%),20 个交易日内为 -0.5%。
在过去 297 次看跌的物流事件之后,大豆 在 5 个交易日内中位数变动 +0.3%(54% 上涨;中间一半区间为 -1.5% 至 +1.8%),20 个交易日内为 +0.7%。
历史可比事件尚不足,暂无法给出历史解读。
在过去 49 次看涨的物流事件之后,尿素 在 5 个交易日内中位数变动 -0.3%(45% 上涨;中间一半区间为 -1.3% 至 +2.2%),20 个交易日内为 -0.4%。
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。
Hurricane Ida disrupted Mississippi River logistics and sent New Orleans urea barge prices from $450 to $552/t, a direct supply-side shock matching the move window.
Lower Mississippi closure with sunken barges and debris, plus damaged terminals, disrupted barge movements and unloading, tightening barge availability and pushing St. Louis freight rates higher in the days up to Sept 7.
Hurricane Ida damage and the closed lower Mississippi pushed New Orleans urea barge prices sharply higher (from $450 to $552/t), a direct supply and logistics shock that fits a one-day jump ending 2021-09-02.
Further Ida damage and a closed lower Mississippi reinforced the supply and logistics squeeze and the barge price jump.
Further Ida damage and the river closure reinforced supply and logistics tightness and the barge price spike heading into the move.
Describes Ida-related terminal damage and river closure with urea barge prices jumping from $450 to $552/t, corroborating the supply disruption, but it is dated after the move.