BIMCO estimates grain shipments from Russia and Ukraine fell 49% year-on-year in January–August 2025, with combined production about 10% below pre-war levels. Russia cut its wheat export quota by 63% between February and June, and the EU's duty-free deal for Ukrainian farm exports expired in June, no longer covering wheat and corn.
Lower Black Sea supply tightens global wheat and corn availability, partly offset by US, Canadian, Australian, Argentine and Romanian shipments, supporting prices for feed grains and meal substitutes.
在过去 431 次看涨的贸易事件之后,小麦(SRW) 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -1.3% 至 +2.1%),20 个交易日内为 +0.5%。
在过去 729 次看涨的贸易事件之后,玉米 在 5 个交易日内中位数变动 +0.4%(56% 上涨;中间一半区间为 -1.1% 至 +1.8%),20 个交易日内为 +0.5%。
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。