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FranceAgriMer raised its forecast of French soft wheat exports outside the EU for 2023/24 to 10.2 million tons, citing higher projected sales to China. It cut EU-bound shipments by a similar volume to 6.69 million tons and raised end-season stocks to 3.22 million tons after the starch industry's use was cut following a fire at a Tereos plant.
It also warned that the 2024 harvest could fall further after heavy rain limited sowings.
Stronger non-EU export demand from China supports European wheat values, but a larger projected carryout and concern over the 2024 crop cap the upside. The net effect on feed wheat prices is modest.
ukragroconsult.com18 de dez. de 2023Após 206 eventos neutro de comércio passados, Trigo (SRW) subiu em mediana +0,1% em 5 sessões (53% de alta; metade central de -1,3% a +1,6%), e +0,5% em 20.
Variações do benchmark de cada commodity desde o último fechamento antes do evento. As leituras históricas agregam eventos passados do mesmo tipo; descrevem o que aconteceu, não o que vai acontecer. Não é recomendação de investimento.
