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USDA data show that in Q1 2019 the cost of shipping corn, soybeans and wheat from the U.S. to Mexico fell about 4 percent by water and 1 percent by land compared with the prior quarter. Lower truck and ocean freight rates drove the decline, with lower diesel prices also contributing.
Ocean rates fell on slower trade during the Chinese New Year and weaker coal and iron ore flows.
Lower freight costs improve the delivered competitiveness of U.S. grain in Mexico, supporting export basis. The effect on futures prices is small.
历史可比事件尚不足,暂无法给出历史解读。
在过去 18 次看跌的物流事件之后,ULSD / 柴油 在 5 个交易日内中位数变动 +0.6%(56% 上涨;中间一半区间为 -1.5% 至 +3.3%),20 个交易日内为 -0.2%。
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。