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IKAR cut its forecast for Russia’s 2026/27 grain exports to 49.5 million tonnes from 52.8 million, including a reduction in its wheat estimate to 39.5 million from 42 million tonnes. It raised its stress-scenario forecast, saying exports are currently tracking that scenario; October Russian wheat exports were estimated at 2.9 million tonnes, below typical levels.
The lower overall export outlook implies less Russian grain supply available to world markets, which could support wheat prices, although the higher stress-case estimate and ongoing shipments temper the impact.
oleoscope.comЮлияNov 6, 2026After 769 past bullish report events, Wheat (SRW) moved a median +0.2% over 5 sessions (53% higher; middle half -1.4% to +2.0%), and +0.2% over 20.
After 1,040 past bullish report events, Corn moved a median +0.5% over 5 sessions (62% higher; middle half -0.9% to +2.0%), and +0.8% over 20.
Not enough comparable past events yet for a historical read.
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.
