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Ukrainian officials said ships are ready to export grain through a temporary corridor after Russia withdrew from the grain deal in July. Doubts persist over durability, with insurers and analysts citing Russia's unresolved demand to reconnect its Agricultural Bank to SWIFT and ongoing insurance concerns.
Uncertainty over the durability of the corridor and insurance costs keeps a risk premium in wheat and freight prices, limiting how bearish the restart of Ukrainian shipments can be.
spglobal.comThomas Washington2023年9月18日在过去 163 次中性的物流事件之后，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 -1.3% 至 +1.1%），20 个交易日内为 -0.3%。
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。
