
Asian millers are buying large volumes of Argentine wheat for February to April arrival, with Indonesia booking close to 1 million tonnes. Argentine 12% protein wheat trades around $255-$265 per tonne C&F, versus about $300 for Australian grain, as a second year of drought cuts Australian output to an 11-year low.
Australia's drought removes a major Asian supplier during its peak export season, shifting demand to Argentina and supporting world wheat values. The price gap favours Argentine origin for Asian buyers.
Setelah 1.072 peristiwa cuaca bullish sebelumnya, Gandum (SRW) bergerak median +0,2% selama 5 sesi (55% lebih tinggi; separuh tengah -1,4% sampai +2,3%), 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.