
Business Standard reports that record Indian wheat exports have raised questions about central pool stocks if FY23 procurement falls short of target. Experts say the central pool would still exceed the 7.5 million tonne requirement even in a worst case, but traders warn stocks could tighten if free grain schemes extend beyond September with another Covid wave.
Concern about domestic stock levels could make India less willing to sell more wheat abroad, which would limit supply and support world prices. Experts consider the stock risk limited for now.
Setelah 182 peristiwa kebijakan bullish sebelumnya, Gandum (SRW) bergerak median +0,1% selama 5 sesi (52% lebih tinggi; separuh tengah -1,9% sampai +1,4%), 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.