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Asia-based buyers have not yet committed to forward bookings of new crop Black Sea wheat for July and August loading, with far fewer forwards on the books than last year. Traders cite high freight, Russia's new export quota and tax, and weather concerns as reasons for the hesitation.
Delayed forward buying and a new Russian export tax add uncertainty, which can keep Black Sea wheat offers firm and open the door for rival origins to win Asian business.
在过去 182 次看涨的政策事件之后,小麦(SRW) 在 5 个交易日内中位数变动 +0.1%(52% 上涨;中间一半区间为 -1.9% 至 +1.4%),20 个交易日内为 -0.3%。
历史可比事件尚不足,暂无法给出历史解读。
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。