
Concerns are growing over spring crop planting in the Black Sea region as the Russia-Ukraine war continues. Ukraine supplies about 16% of world corn exports and 12% of wheat exports, while Russia supplies about 17% of wheat trade.
Russia had not yet planted 30% of its 2022 wheat crop.
Disrupted planting and exports from two major suppliers tighten global corn and wheat balances. Buyers should expect upward pressure on prices.
在过去 323 次看涨的地缘政治事件之后,玉米 在 5 个交易日内中位数变动 +0.5%(57% 上涨;中间一半区间为 -1.5% 至 +2.9%),20 个交易日内为 +0.9%。
在过去 361 次看涨的地缘政治事件之后,小麦(SRW) 在 5 个交易日内中位数变动 +0.7%(58% 上涨;中间一半区间为 -1.4% 至 +3.7%),20 个交易日内为 +1.3%。
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。
Ukraine supplies about 16% of world corn exports and spring planting concerns raise forward supply risk.