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Russia's July wheat exports were 1.6 million tonnes, the lowest July figure in nine years and half the five-year average, despite large Russian wheat stocks. Revived Russia-Ukraine hostilities have added risk premium to wheat prices, offsetting northern hemisphere harvest pressure.
Heat damage to EU and US crops and El Niño concerns also add support.
Shipping disruption combined with weather concerns tightens export balance sheets and supports wheat prices, although large carryover stocks limit the rally during harvest.
crmagri.comMike Verdin10 Agu 2026Setelah 361 peristiwa geopolitik bullish sebelumnya, Gandum (SRW) bergerak median +0,7% selama 5 sesi (58% lebih tinggi; separuh tengah -1,4% sampai +3,7%), dan +1,3% selama 20 sesi.
Setelah 323 peristiwa geopolitik bullish sebelumnya, Jagung bergerak median +0,5% selama 5 sesi (57% lebih tinggi; separuh tengah -1,5% sampai +2,9%), dan +0,9% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.
