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S&P Global reports that Australian wheat has held firm as Black Sea supplies slowly return to Asia after the Black Sea Grain Initiative. ABARES estimates a record 2022-23 Australian wheat crop of 39.2 million mt, up 7.7%.
Buyers have largely avoided Black Sea supplies due to financing and inspection concerns.
A record Australian crop gives Asian buyers ample supply, limiting upside in wheat prices even as Black Sea flows recover. Competition between the two origins caps wheat feed demand.
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。