Glencore is trying to buy rights to more grain export capacity at Russia's Port of Taman from Kernel Holding, which could nearly double Glencore's capacity there. Glencore was Russia's second-largest grain exporter in 2017-18.
The report notes Black Sea share of world wheat trade rose 37 percent in 2017-18.
Expanded private export capacity at Taman eases Russian port bottlenecks over time, which could add wheat supply to world markets and modestly pressure prices.
Setelah 137 peristiwa logistik bearish sebelumnya, Gandum (SRW) bergerak median -0,3% selama 5 sesi (44% lebih tinggi; separuh tengah -2,2% sampai +1,0%), dan +0,0% 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.