芝加哥小麦期货上涨,延续近日上行态势,因伊朗战事可能进一步推高农户的能源和化肥成本,同时美国农田还受到不利天气影响。
中东地区周末期间的导弹袭击不断,伊朗及其代理人向美国盟友发动打击。随着战争进入第二个月,市场对战争升级的担忧进一步加剧。这些袭击以及霍尔木兹海峡事实上被封锁,抑制了该地区化肥和燃料外运,推高了全球农户的投入成本。
美国大平原地区持续干旱,也对小麦价格形成支撑,并威胁这一关键产区的产量。美国国家气象局周一表示,本周初,西部部分地区至大平原地区预计将出现“异常温暖、干燥且多风”的天气。
周一,芝加哥期货交易所小麦期货一度上涨1.2%,随后回吐部分涨幅。
CRM AgriCommodities在周五的一份报告中表示:“谷物和油籽受到这场战争直接冲击的程度相对有限。但如果冲突从几周拖长至数月,其对供应链的影响不容低估。”
责任编辑:刘明亮
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