S&P Global reports that Australian wheat has held firm as Black Sea supplies slowly return to Asia after the Black Sea Grain Initiative. ABARES estimates a record 2022-23 Australian wheat crop of 39.2 million mt, up 7.7%.
Buyers have largely avoided Black Sea supplies due to financing and inspection concerns.
A record Australian crop gives Asian buyers ample supply, limiting upside in wheat prices even as Black Sea flows recover. Competition between the two origins caps wheat feed demand.
Setelah 1.006 peristiwa laporan bearish sebelumnya, Gandum (SRW) bergerak median +0,0% selama 5 sesi (50% lebih tinggi; separuh tengah -1,6% sampai +1,8%), dan +0,3% 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.