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USDA forecasts US wheat exports to rebound by more than a million tonnes in 2024/25 after dipping to a 50-year low in 2023/24. Hard Red Winter wheat has moved from a significant premium to a small premium or discount against major exporters.
A larger US crop and robust stocks are pressuring US prices lower.
Improved US price competitiveness should win back export share, adding demand support for US wheat and some downward pressure on world prices.
在过去 82 次看跌的贸易事件之后,小麦(HRW) 在 5 个交易日内中位数变动 -0.3%(48% 上涨;中间一半区间为 -2.8% 至 +1.9%),20 个交易日内为 +0.1%。
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。