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Ukraine removed wheat and wheat/rye mix from its list of goods requiring export licenses, decided by the Cabinet on July 1. Oats and nitrogen fertilizers were also excluded from export quotas.
Ukraine's June grain exports rose 23% month-on-month to 1.4 million tonnes.
Easing Ukrainian export licensing lets more wheat and oats reach world markets, adding supply that could weigh on prices.
poandpo.comChristian Fernsby2022年7月4日在过去 122 次看跌的政策事件之后，小麦(SRW) 在 5 个交易日内中位数变动 -0.3%（44% 上涨；中间一半区间为 -1.9% 至 +1.2%），20 个交易日内为 +0.4%。
在过去 49 次政策事件之后，燕麦 在 5 个交易日内中位数变动 -1.1%（39% 上涨；中间一半区间为 -3.3% 至 +2.7%），20 个交易日内为 -2.0%。
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。
Ukraine removing oat export quotas and licensing for wheat raises expected export supply and eases world grain tightness, a bearish supply signal for oats and grains.
