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Ukrainian farmers are relying on the Black Sea export corridor as the war's costs mount. Officials say the corridor could handle 2 to 2.5 million tons of grain a month, which combined with land routes and Danube transhipment could bring exports back toward 5 to 6 million tons monthly.
A recovery toward pre-war export volumes would add meaningful supply to wheat and corn markets, pressuring prices lower. The scale of the corridor's capacity is the key variable for world feed grain balances.
在过去 137 次看跌的物流事件之后,小麦(SRW) 在 5 个交易日内中位数变动 -0.3%(44% 上涨;中间一半区间为 -2.2% 至 +1.0%),20 个交易日内为 +0.0%。
在过去 359 次看跌的物流事件之后,玉米 在 5 个交易日内中位数变动 -0.3%(44% 上涨;中间一半区间为 -1.5% 至 +1.5%),20 个交易日内为 -0.5%。
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。