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Ukrainian Agrarian Confederation president Leonid Kozachenko said grain exports are reaching 7 million tonnes per month with the Black Sea corridor fully functioning. Logistics costs have risen nearly 350% since hostilities began, and USDA expects Ukrainian wheat exports of 13 million tonnes in 2024/25.
A USDA forecast of only 13 million tonnes of Ukrainian wheat signals tighter exportable supply in coming months, which is supportive for wheat prices. Higher logistics costs also widen the export spread.
ukragroconsult.com2024年7月31日在过去 769 次看涨的报告事件之后，小麦(SRW) 在 5 个交易日内中位数变动 +0.2%（53% 上涨；中间一半区间为 -1.4% 至 +2.0%），20 个交易日内为 +0.2%。
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。
