Loading…
Russian wheat exports since July are reported at about 7.5 million tonnes, compared with roughly 20 million tonnes at the same point in an average season since 2021. The article says Russia would need to ship about 34.5 million tonnes from December through June to reach its usual annual export volume of 42 million tonnes, far above its historical pace for those months.
Reduced Russian shipments can ease competition for Australian exporters in the near term, but a later acceleration in Russian exports could increase competition and pressure wheat prices.
episode3.netAndrew WhitelawNov 10, 2026After 431 past bullish trade events, Wheat (SRW) moved a median +0.0% over 5 sessions (50% higher; middle half -1.3% to +2.1%), and +0.5% 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.
