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An Australian Institute of International Affairs analysis describes Australia as a top wheat exporter and says global wheat demand is rising due to the Ukraine conflict. It notes Australia's 2016-17 wheat output and export structure and the main global exporters and importers.
It is background analysis rather than new supply data, so it has little direct effect on prices, though it reinforces the importance of Australian supply during Black Sea disruption.
internationalaffairs.org.auDr Richard CulasApr 4, 2022After 38 past neutral geopolitics events, Wheat (SRW) moved a median +0.1% over 5 sessions (53% higher; middle half -1.6% to +1.5%), and +0.8% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
