
Russian wheat export prices rose last week in line with global futures as Azov-Black Sea restrictions cut supply sharply. Baltic FOB prices rose to $263/t from $248 a week earlier, and Novorossiysk FOB was about $210/t.
Russian August exports were estimated at about 2 million tonnes, the lowest level since 2010.
Russia's exports are being redirected to the Baltic, which raises freight and origin costs for importers. Sustained low Russian supply supports world wheat prices and feed grain alternatives.
Setelah 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.
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.
Russian export prices rising and August exports at a 2010 low on Azov-Black Sea restrictions confirm tight global supply on the move date.