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Chinese tariffs of 100% on Canadian canola meal and oil, plus a threat to tariff canola seed, are expected to push thousands of Canadian farmers to cut canola acres further. Analysts estimate hundreds of thousands to millions of acres could shift toward wheat.
The trade dispute is compounding earlier pressures from drought, high costs and crop disease.
Lower canola plantings reduce future canola meal and oil supply, while more wheat acres add to wheat supply. Trade barriers keep Canadian canola meal demand weak in China.
reuters.comEd White2025年6月9日历史可比事件尚不足，暂无法给出历史解读。
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。
