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Ukraine's acting agriculture minister Maksym Martyniuk said grain shipments from Ukrainian Azov Sea ports could fall if Russia takes more aggressive action. He said the impact would be limited, though freight and insurance costs could rise later.
Any drop in Azov loadings tightens Black Sea wheat supply at the margin, which supports wheat prices. The effect is seen as small and mostly future-dated, so the price impact is modest.
reuters.com27 Nov 2018Setelah 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.
