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S&P Global Energy CERA projects Russian wheat output at 84.1 million tonnes in MY 2026-27, down from 88.2 million in 2025-26, while SovEcon forecasts 83.8 million. Farmers are shifting area toward more profitable oilseeds, with wheat area falling from 26.9 to 26.3 million hectares.
A smaller Russian wheat crop would tighten global supply and reduce Black Sea export competition, supportive for wheat prices. Lower wheat area and rising oilseed plantings could also shift feed grain and meal balances.
在过去 769 次看涨的报告事件之后,小麦(SRW) 在 5 个交易日内中位数变动 +0.2%(53% 上涨;中间一半区间为 -1.4% 至 +2.0%),20 个交易日内为 +0.2%。
在过去 180 次看涨的报告事件之后,小麦(HRW) 在 5 个交易日内中位数变动 +0.4%(53% 上涨;中间一半区间为 -2.1% 至 +3.7%),20 个交易日内为 -0.6%。
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。