◂ 이벤트 타임라인

2023. 4. 12.보고서글로벌

The USDA raised its consumption forecast and lowered its estimate of wheat stocks, but prices continued to fall

The April USDA WASDE raised the 2022/23 world wheat consumption estimate by 2.87 million tons to 796.06 million tons and cut the global export forecast by 1.2 million tons to 212.7 million tons. Ending stocks were lowered, but prices fell further after the report.

중요한 이유

Higher consumption and lower exports tighten the balance sheet, but the market read the report as bearish, which suggests weak sentiment is outweighing the fundamental tightening.

영향 대상밀 (SRW)◆밀 (HRW)◆

출처 1건
ukragroconsult.com2023. 4. 12.

가격 반응 및 이력

밀 (SRW)◆중립현재까지1d +0.1%5d +9.0%20d -1.0%

과거 중립 보고서 이벤트 406건 이후, 밀 (SRW)은 5거래일 동안 중앙값 -0.2% 변동(상승 47%; 중간 50% 범위 -1.6%~+1.5%), 20거래일 동안 +0.0%.

2026. 4. 10.USDA Raises Wheat, Corn and Soy Price Estimates - Farm Policy News+3.8%
2018. 5. 24.Change in USDA Wheat Stocks Estimates-0.8%
2020. 5. 19.USDA: Wheat Stocks Drop, But Prices Hold+2.0%
2026. 4. 15.France lowered its estimate for winter wheat acreage-0.6%
2020. 11. 10.USDA Lowers Corn, Soybean and Wheat Ending Stocks-2.8%

밀 (HRW)◆중립현재까지1d -0.5%5d +1.5%20d +4.4%

과거 중립 보고서 이벤트 40건 이후, 밀 (HRW)은 5거래일 동안 중앙값 -0.9% 변동(상승 38%; 중간 50% 범위 -3.1%~+1.6%), 20거래일 동안 -0.5%.

2020. 5. 19.USDA: Wheat Stocks Drop, But Prices Hold+0.2%
2018. 2. 22.Early Estimates Expect 2018/19 Wheat Production to Fall in the Black Sea - U.S. Wheat Associates+9.1%
2019. 4. 22.Low wheat prices predicted for the next 10-years-4.8%
2025. 8. 19.Global wheat exports update: Russia’s wheat exports rise to 732,000 tonnes, while US exports forecast at 875 million bushels - Fastmarkets-1.9%
2024. 1. 12.W1 Wheat Update: EU Soft Wheat Production Forecast Drops for 204/25 Season; India Projects Record Wheat Production of 114 MMT for 2023/24 MY-1.3%

각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.

밀 (SRW) WHEAT · GP ▸

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밀 (HRW) KWHEAT · GP ▸

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