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IFPRI researchers analyse the Russia-Ukraine grain agreement reached July 22 and its effect on stored grain. They note that much of the 2022 wheat harvest and about 20 million tonnes of 2021 grain remain in storage.
Wheat and corn prices had already fallen back toward pre-war levels by mid-July but remained about 50% above 30 months earlier.
Clearing the large stored Ukrainian stocks should add supply and reinforce lower wheat and corn prices, though prices remain elevated.
在过去 375 次看跌的贸易事件之后,小麦(SRW) 在 5 个交易日内中位数变动 -0.2%(47% 上涨;中间一半区间为 -2.0% 至 +1.1%),20 个交易日内为 -0.1%。
在过去 683 次看跌的贸易事件之后,玉米 在 5 个交易日内中位数变动 -0.2%(47% 上涨;中间一半区间为 -1.7% 至 +1.6%),20 个交易日内为 +0.3%。
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。