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APK-Inform forecasts Ukrainian grain production of 73.8 million tonnes in 2021/22, up 13%, with corn up 19% and wheat up 10%. Russian winter crops are 80% in good or fair condition, below last year's level.
The Russian Grain Union says exports will fall short of their potential due to export taxes.
Larger Ukrainian crops add export supply for the new season, which is bearish for corn and wheat. Russian crop conditions and export taxes are the main factors that could tighten supply.
在过去 1,102 次看跌的报告事件之后,玉米 在 5 个交易日内中位数变动 -0.2%(47% 上涨;中间一半区间为 -1.8% 至 +1.3%),20 个交易日内为 +0.0%。
在过去 406 次中性的报告事件之后,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 -1.6% 至 +1.5%),20 个交易日内为 +0.0%。
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。