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Glencore is trying to buy rights to more grain export capacity at Russia's Port of Taman from Kernel Holding, which could nearly double Glencore's capacity there. Glencore was Russia's second-largest grain exporter in 2017-18.
The report notes Black Sea share of world wheat trade rose 37 percent in 2017-18.
Expanded private export capacity at Taman eases Russian port bottlenecks over time, which could add wheat supply to world markets and modestly pressure prices.
在过去 137 次看跌的物流事件之后,小麦(SRW) 在 5 个交易日内中位数变动 -0.3%(44% 上涨;中间一半区间为 -2.2% 至 +1.0%),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。