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2025/08/28レポートグローバル

Global Wheat Stocks Tighten as U.S. Exports Gain Pace

USDA's latest WASDE for 2025/26 showed US wheat exports lifted to 875 million bushels, with ending stocks at 869 million bushels and a season-average farm price cut to $5.30. Global wheat ending stocks were reduced to 260.1 million tons, the lowest since 2015/16, as losses in China, Brazil and Argentina outweighed EU gains.

重要性

Lower global ending stocks and strong US export sales tighten the wheat balance and support prices. The reduced US farm price reflects softer near-term expectations, which limits how far the bullish signal can run.

影響を受ける銘柄小麦(SRW)▲

1 件のソース
grainchronicle.comGrain Chronicle2025/08/28

価格反応と履歴

小麦(SRW)▲強気現時点1d +0.3%5d +0.1%20d -0.7%

過去の強気なレポートイベント769件の後、小麦(SRW) は5営業日で中央値 +0.2% 動き（53% が上昇。中央50%は -1.4% から +2.0%）、20営業日では +0.2% 動きました。

2021/07/13WASDE update: Global wheat stocks tighten | articles | ING THINK+1.3%
2018/01/25Global Supplies of High Protein Wheat Keep Tightening - U.S. Wheat Associates+0.7%
2021/08/19Global Wheat Stocks-to-Use Ratio Supports Bullish Prices Outlook+0.4%
2019/04/09Tighter wheat stocks; reduced Canadian canola exports; cotton consumption down: USDA - Grain Central-0.5%
2024/06/12Tighter Black Sea wheat supplies disrupt global export market | Feed & Grain-2.1%

イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。

小麦(SRW) WHEAT · GP ▸

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