
Argus Media estimates the top eight wheat exporters will harvest a record 421 million tonnes in 2025-26, with total supply of 484 million tonnes. Carryout for those exporters is forecast at 75 million tonnes, the highest since 2017-18, while imports from North Africa, the Middle East and South Asia are expected to rise to 57 million tonnes.
A record exporter carryout indicates a bloated supply that will likely keep world wheat prices falling despite higher importer demand, which favors cheap wheat for feed use.
在过去 138 次看跌的报告事件之后,小麦(HRW) 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -2.9% 至 +2.4%),20 个交易日内为 +0.5%。
在过去 1,006 次看跌的报告事件之后,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 -1.6% 至 +1.8%),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。