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Russian wheat exports rose to 0.82 million tonnes in the week ended 17 November 2021, according to customs data. Sizov estimates November exports at 3.2 million tonnes, and an export quota for February to June 2022 is expected.
The Black Sea to Matif spread narrowed to about $4 per tonne.
Stronger Russian shipments and a narrowed price spread increase competitive Black Sea supply in world wheat markets. Expected export quotas could also cap Russian shipments later in the season.
blog.sizov.reportAndrey Sizov2021年11月22日在过去 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%。
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。
