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Black Sea shipments fell 49.5% year-on-year in Q1 2025 according to BRS. Shipbrokers are assessing how a possible Black Sea peace deal would affect grain export flows.
Reduced Russian and Ukrainian grain exports have kept freight and wheat supplies tight, while a peace deal could restore flows and pressure prices lower.
在过去 38 次中性的地缘政治事件之后,小麦(SRW) 在 5 个交易日内中位数变动 +0.1%(53% 上涨;中间一半区间为 -1.6% 至 +1.5%),20 个交易日内为 +0.8%。
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。