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A four-day strike closed East and Gulf Coast container ports and left nearly 60 ships queued to unload, several carrying feed ingredients such as palm products, vitamins and amino acids. Vitamin A, E and D3 prices rose recently, and some suppliers are considering allocating shrinking inventories, while amino acids remain well supplied with stable prices.
Port backlogs delay feed ingredient deliveries and tighten already scarce palm products and vitamins, supporting higher costs for feed manufacturers, while SBM prices are firming slowly.
commodityblenders.comJerry McFarland2024年10月4日在过去 15 次看涨的物流事件之后，棕榈油 在 5 个交易日内中位数变动 -0.1%（47% 上涨；中间一半区间为 -2.4% 至 +3.9%），20 个交易日内为 +0.5%。
在过去 167 次看涨的物流事件之后，豆粕 在 5 个交易日内中位数变动 +0.5%（54% 上涨；中间一半区间为 -1.8% 至 +2.9%），20 个交易日内为 -1.2%。
历史可比事件尚不足，暂无法给出历史解读。
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。
