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Russia's IKAR consultancy cut its 2024 wheat crop forecast to 81.8 million tonnes from 82.2 million and its grain crop forecast to 124.5 million tonnes. The main cause was crop damage in eastern Russia from waterlogged soil, and IKAR kept its 2024/25 wheat export forecast at 44 million tonnes.
A smaller Russian crop reduces the cheapest Black Sea export supply and supports global wheat prices, though unchanged export forecasts limit the upside.
在过去 1,072 次看涨的天气事件之后,小麦(SRW) 在 5 个交易日内中位数变动 +0.2%(55% 上涨;中间一半区间为 -1.4% 至 +2.3%),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。