
Wheat futures rallied sharply on July 10 after Russia reportedly halted shipping through the Don-Azov Channel following a Ukrainian attack on the Sea of Azov. Russia also banned diesel exports after refinery damage, lifting heating oil futures more than 11% during the week and supporting soybean oil.
September SRW wheat hit a six-week high of $6.40 1/4 and HRW reached $6.76 1/4.
Threats to Russian wheat export flows and a diesel export ban tighten supply and lift energy costs, supporting grain and soybean oil prices. Feed buyers face higher wheat and fuel-linked costs while the conflict persists.
在过去 361 次看涨的地缘政治事件之后,小麦(SRW) 在 5 个交易日内中位数变动 +0.7%(58% 上涨;中间一半区间为 -1.4% 至 +3.7%),20 个交易日内为 +1.3%。
在过去 94 次看涨的地缘政治事件之后,小麦(HRW) 在 5 个交易日内中位数变动 +0.1%(50% 上涨;中间一半区间为 -2.7% 至 +5.8%),20 个交易日内为 +0.1%。
在过去 110 次看涨的地缘政治事件之后,豆油 在 5 个交易日内中位数变动 +1.8%(65% 上涨;中间一半区间为 -0.7% 至 +3.6%),20 个交易日内为 -0.4%。
在过去 250 次看涨的地缘政治事件之后,ULSD / 柴油 在 5 个交易日内中位数变动 +1.7%(58% 上涨;中间一半区间为 -3.6% 至 +8.7%),20 个交易日内为 +0.9%。
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。
Russia reportedly halted Don-Azov shipping on July 10 and September HRW reached $6.76, which started the rally through a trade-flow and war-premium mechanism.
Russia's diesel export ban and refinery damage lifted heating oil more than 11% during the week, which raises biofuel feedstock demand and input-cost parity and directly supported soybean oil in the 5-day window.
Russian diesel export ban and an 11% weekly jump in heating oil supported soybean oil through energy and biofuel-linked input cost channels, alongside a wheat rally that lifted the grains complex.