
September Chicago wheat settled at $6.82-3/4 on July 17, its third straight weekly gain, driven by Black Sea hostilities including Russia's closure of the Kerch Strait. Western Australia's crop may fall nearly 30%, EU crops were hurt by a heatwave, and USDA put the US winter wheat crop at its smallest since 1963.
Combined losses in Australia, the EU and the US, along with Black Sea shipping risk, tighten global wheat supplies, though record Russian yields and weak cash basis limit the rally.
Setelah 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.
Setelah 94 peristiwa geopolitik bullish sebelumnya, Gandum (HRW) bergerak median +0,1% selama 5 sesi (50% lebih tinggi; separuh tengah -2,7% sampai +5,8%), dan +0,1% selama 20 sesi.
Setelah 72 peristiwa geopolitik bullish sebelumnya, Kedelai bergerak median +0,4% selama 5 sesi (60% lebih tinggi; separuh tengah -1,0% sampai +2,5%), dan -1,0% 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.
Weekly wrap-up published July 20 citing the third straight weekly gain on Kerch Strait closure and tight US/EU/Australian crops, directly framing the move into the July 20 session.