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CoBank's new report warns of transportation challenges in 2019. Elevators are shipping soybeans to St. Louis for barge loading and Gulf export as Chinese tariffs push business to other markets.
A shortage of truck drivers is expected to raise labor costs for elevators and truckers.
Higher trucking and labor costs raise the delivered cost of grain and soymeal from interior origins, which can widen basis and lower farm-gate bids. Rerouting through St. Louis barges adds to the cost of moving beans to export markets.
历史可比事件尚不足,暂无法给出历史解读。
在过去 230 次中性的物流事件之后,大豆 在 5 个交易日内中位数变动 +0.4%(55% 上涨;中间一半区间为 -1.4% 至 +2.0%),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。