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Strategy Grains cut its estimate of EU soft wheat exports for 2017/18 to 20.3 million tonnes, 900,000 tonnes below its March forecast and well below 24.2 million in 2016/17. For 2018/19 it expects 24.1 million tonnes, with France facing competition from Russia and Ukraine.
It also trimmed EU barley export estimates by 200,000 tonnes.
Lower EU export availability tightens supply for buyers outside the bloc, but cheaper Black Sea offers cap any rally. The net effect on wheat and barley prices is roughly neutral.
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%。
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。