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Indonesia bought 1.14 million tonnes of Russian wheat from July 2017 to the end of March 2018, a threefold year-on-year increase. Australian producers are concerned that their largest wheat market is shifting toward Black Sea supply.
Russian wheat is priced attractively and is being blended into flour.
Growing Black Sea share of Asian import demand competes with Australian and other origins and can cap wheat export prices. The effect on feed grain prices is modest.
在过去 206 次中性的贸易事件之后,小麦(SRW) 在 5 个交易日内中位数变动 +0.1%(53% 上涨;中间一半区间为 -1.3% 至 +1.6%),20 个交易日内为 +0.5%。
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。