美国2025年的谷物收成创下了215亿桶的创纪录,但储存限制和出口需求变化对物流造成压力。 U.S. 2025 grain harvest hits record 21.5 billion bushels, but storage limits and shifting export demand strain logistics.

美国在2025年创下创纪录的215亿丛林谷物收成,但面临储存短缺和出口需求不均。 The U.S. is set for a record 21.5 billion bushel grain harvest in 2025, but faces storage shortages and uneven export demand. 玉米顶端各州的谷物电梯正面临14亿布歇尔直接储存短缺, Grain elevators in top corn states face a 1.4-billion-bushel shortfall in upright storage, pushing reliance on less efficient methods. 由于价格低廉和交通优惠,玉米和小麦出口仍然强劲,而大豆和高梁谷物的出口逐年下降51%和58%,限制了大豆的铁路和驳船能力。 Corn and wheat exports remain strong due to low prices and favorable transport, while soybean and grain sorghum exports are down 51% and 58% year-over-year, limiting rail and barge capacity for soybeans. 下密西西比河流域的Barge比率因水位低而上升,但仍低于去年的峰值。 Barge rates on the lower Mississippi have risen due to low water levels, but remain below last year’s peak. 海洋运费率逐年下降,但随着高峰航运季节的开始,这一比率在不断上升。 Ocean freight rates have declined year-over-year but are increasing as peak shipping season begins. 美国对悬挂中国国旗的船只的新收费(定于10月14日支付)已造成一些不确定因素,尽管豁免减轻了人们的关切。 New U.S. fees on Chinese-flagged vessels, set for Oct. 14, have caused some uncertainty, though exemptions have eased concerns. 玉米基数保持强劲,但大豆基数削弱,特别是在依赖出口的北方平原地区。 Corn basis levels stay strong, but soybean basis weakens, especially in export-dependent Northern Plains regions.