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【现货异动】焦煤一周暴涨16.89%!安全限产+钢厂集中补库引爆供需缺口_我的网站

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【现货异动】焦煤一周暴涨16.89%!安全限产+钢厂集中补库引爆供需缺口_我的网站

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A |     Russian Agriculture Minister Dmitry Patrushev said Friday that the country might be forced to take some 50 million tonnes of grain off the market after this year’s crops fell short of the 130 million tonne target.,"I don't expect major problems in Europe in both categories of grain, for cattle breeding and for human consumption, since this year's crops were excellent despite the drought at the end of the season. The problems, if they arise, will be in the Middle East and Africa, and maybe in some countries of Southeast Asia," Gisele Fichefet said.,The only problem facing Europe, Fichefet said further, is a low nitrogen content of the wheat crop in many places, which means it will not be used in the baking industry but only for livestock feed.,Russia was the world's top exporter of nitrogen fertilizers in 2021, the most valued variety, according to the UN Food and Agriculture Organization (FAO). Many European and Central Asian countries rely on Russia for over 50% of their fertilizer supply, and shortages are expected to extend to next year.,Russia is also the world's largest exporter of wheat, with Ukraine in fifth place. Together, the two countries account for more than one-third of global cereal exports and a half of the world's sunflower oil export market.,FAO predicted in March that supply disruptions in Russia and Ukraine could affect some 50 countries that depend on the two for 30% or more of their wheat supply. Many of them are low-income countries in northern Africa, Asia and the Near East.,AfricaAnti-Russia Sanctions Left Africa Without Access to Grain and Fertilisers, African Union Chief Says3 June, 11:13 GMT,Fichefet said it was "not so much a price problem, as a delivery issue" because price fluctuations had not been more than 20% up or down since the start of the Ukrainian conflict. A UN-brokered deal among Russia, Ukraine and Turkey has at least temporarily stabilized the prices. That may change if Russia slashes grain exports, she predicted.,The West has repeatedly accused Russia of undermining global food security. Moscow argues that Western sanctions on financial transactions and maritime transportation have disrupted global food supply chains, curbing the access of Russian food products and fertilizers to markets. The deal, agreed in Istanbul in July, seeks to facilitate the transport of grain and foodstuffs from Ukrainian ports, while simultaneously addressing limits on Russian exports.。

B |     据同花顺iFinD数据显示,现货商品焦煤8月26日最新价格2248.75元/吨,单日上涨4.29%,最近一周上涨16.89%,一个月累计上涨21.8%。焦煤商品上涨原因解读:焦煤属炼焦煤,上游煤矿下游焦化钢厂。

C | 8月26日现货焦煤上涨主要因主产地安全环保检查持续、部分煤矿短时产能释放受限,供应恢复缓慢;同时焦钢企业集中补库、下游刚需支撑稳固,带动竞拍成交价走高,市场供需缺口扩大,现货价格延续上行。国盛证券:印度煤炭进口结构向冶金煤倾...。

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