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The Black Sea grain deal was extended for two months. About 30.3 million tonnes of grain and foodstuffs have been exported from Ukraine under the deal, including 625,000 tonnes on World Food Programme vessels for aid in several African and Middle Eastern countries.
Continuation of the corridor avoids a sudden loss of Ukrainian export capacity, limiting the upside risk to grain prices.
在过去 87 次看跌的地缘政治事件之后,玉米 在 5 个交易日内中位数变动 +0.1%(51% 上涨;中间一半区间为 -1.5% 至 +2.1%),20 个交易日内为 +0.3%。
在过去 80 次看跌的地缘政治事件之后,小麦(SRW) 在 5 个交易日内中位数变动 -0.4%(44% 上涨;中间一半区间为 -1.4% 至 +1.9%),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。
Two-month extension of the Black Sea deal secured Ukrainian export flows, reducing supply risk premium.