【黑海出口不畅 芝加哥小麦价格触及两年高位】受黑海粮食出口中断可能比预期更为严重的影响,芝加哥小麦价格上涨,在亚洲早盘交易中触及两年多来的最高水平。俄罗斯和乌克兰是世界两大小麦出口国,两国之间的冲突已严重抑制了该地区的小麦出口。如今,出口预期进一步下调,其影响已开始威胁未来的作物产量。由于乌克兰袭击扰乱了黑海和亚速海的运输,贸易商面临日益严峻的物流挑战,俄罗斯考虑暂停对小麦、大麦和玉米征收浮动出口关税,直至2026年底。预计该国8月粮食出口总量略高于200万吨,比ProZerno两周前的预测低20%,比该月五年均值570万吨的一半还少。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.