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High Plains Journal republished the USDA ERS analysis that US wheat export prices surged after the Russia-Ukraine conflict. HRW prices were up 78% and SRW up 64% in March from a year earlier.
Domestic rail and transport problems and Plains drought have also supported US prices.
The analysis shows US wheat is priced at a premium to competitors while Black Sea supply stays uncertain, which supports US wheat values and the cost of wheat used in feed.
在过去 361 次看涨的地缘政治事件之后,小麦(SRW) 在 5 个交易日内中位数变动 +0.7%(58% 上涨;中间一半区间为 -1.4% 至 +3.7%),20 个交易日内为 +1.3%。
在过去 94 次看涨的地缘政治事件之后,小麦(HRW) 在 5 个交易日内中位数变动 +0.1%(50% 上涨;中间一半区间为 -2.7% 至 +5.8%),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。