
Wheat exports through Ukraine's Black Sea ports nearly halted in August, with some volume redirected to Constanța, where the Sulina Canal is congested. Russian wheat exports in August are expected below 1.8 million tonnes, versus 4.4 million a year earlier, as Novorossiysk terminals remain restricted.
Weak Russian port exports are likely to persist into September.
Sharply lower Black Sea wheat exports reduce global export availability and support international wheat prices, particularly for buyers reliant on those origins.
在过去 283 次看涨的物流事件之后,小麦(SRW) 在 5 个交易日内中位数变动 -0.2%(46% 上涨;中间一半区间为 -1.4% 至 +1.3%),20 个交易日内为 -0.1%。
在过去 22 次看涨的物流事件之后,小麦(HRW) 在 5 个交易日内中位数变动 -1.2%(45% 上涨;中间一半区间为 -2.5% 至 +1.7%),20 个交易日内为 +3.9%。
历史可比事件尚不足,暂无法给出历史解读。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。
Near-halted Ukrainian exports and sharply lower Russian August exports show a real physical supply shortfall supporting prices.