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Deep-water Black Sea ports Novorossiysk, Tuapse and Taman handle 47.5% of Russian grain exports, according to an expert speaking at a Kyiv conference. Minor Azov and Black Sea ports account for 31.5%, mainly serving Turkey.
The expert also cited a shortage of rail cars and terminal capacity this season.
Rail car and terminal shortages limit how quickly Russian wheat can reach export positions, which can firm FOB Black Sea prices. The effect on global wheat values is limited but supportive.
在过去 163 次中性的物流事件之后,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 +1.1%),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。