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Argus expects French wheat exports to non-EU destinations to fall to no more than 6 million tonnes in 2026-27, from 7.6 million in 2025-26. French corn is seen at only 6.9 million tonnes, which will push feed producers to substitute feed wheat, and French wheat output is put at 30.8 million tonnes.
Lower French exports reduce world wheat supply available to importers, while feed users switching to wheat tightens the wheat market and supports corn and feed grain prices.
在过去 431 次看涨的贸易事件之后,小麦(SRW) 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -1.3% 至 +2.1%),20 个交易日内为 +0.5%。
在过去 729 次看涨的贸易事件之后,玉米 在 5 个交易日内中位数变动 +0.4%(56% 上涨;中间一半区间为 -1.1% 至 +1.8%),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。