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Australian grain analysts continue to cut their winter crop forecasts, with most now projecting a significant year-on-year drop in production. Rabobank forecasts 27.7 million tonnes for the winter crop and 15.8 million tonnes of wheat, while NAB has wheat at 15.5 million tonnes.
The main downgrade driver is Western Australia returning to more normal conditions after last year's bumper crop.
A smaller Australian wheat crop tightens exportable supply and supports international wheat prices, while feed-grade barley supplies also tighten for buyers.
在过去 1,072 次看涨的天气事件之后,小麦(SRW) 在 5 个交易日内中位数变动 +0.2%(55% 上涨;中间一半区间为 -1.4% 至 +2.3%),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。