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Black Sea wheat yields were about 30% below the prior year at the start of the 2020 harvest after a dry spring. Ukrainian yields recovered toward last year's levels, but Russian yields stayed historically low.
Consensus now puts Russia's crop at 82-84 MMT, and USDA raised its forecast by 5 MMT to 83 MMT.
A larger-than-feared Russian crop adds export supply and weighs on wheat prices, after the early harvest scare had lifted futures.
在过去 334 次看跌的天气事件之后,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 -1.9% 至 +1.7%),20 个交易日内为 -0.2%。
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。