
FranceAgriMer raised its forecast of French soft wheat exports outside the EU for 2023/24 to 10.2 million tons, citing higher projected sales to China. It cut EU-bound shipments by a similar volume to 6.69 million tons and raised end-season stocks to 3.22 million tons after the starch industry's use was cut following a fire at a Tereos plant.
It also warned that the 2024 harvest could fall further after heavy rain limited sowings.
Stronger non-EU export demand from China supports European wheat values, but a larger projected carryout and concern over the 2024 crop cap the upside. The net effect on feed wheat prices is modest.
Setelah 206 peristiwa perdagangan netral sebelumnya, Gandum (SRW) bergerak median +0,1% selama 5 sesi (53% lebih tinggi; separuh tengah -1,3% sampai +1,6%), dan +0,5% 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.