
The Romanian Black Sea port of Constanta has handled 1.46 million tonnes of Ukrainian grain since Russia's February invasion halted shipments from Ukraine's own Black Sea ports. The first grain ship under a safe passage agreement has now left Odesa, and Ukrainian grain also moves by road, rail and barge via the Danube.
Reopening Ukraine's Black Sea export route returns a large volume of wheat and corn to world markets, which is bearish for prices. The effect depends on how much the safe passage arrangement actually lifts shipments.
在过去 80 次看跌的地缘政治事件之后,小麦(SRW) 在 5 个交易日内中位数变动 -0.4%(44% 上涨;中间一半区间为 -1.4% 至 +1.9%),20 个交易日内为 -0.5%。
在过去 87 次看跌的地缘政治事件之后,玉米 在 5 个交易日内中位数变动 +0.1%(51% 上涨;中间一半区间为 -1.5% 至 +2.1%),20 个交易日内为 +0.3%。
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。