Black Sea gridlock, a building El Niño and the US-China soybean gamble

Setelah 1.072 peristiwa cuaca bullish sebelumnya, Gandum (SRW) bergerak median +0,2% selama 5 sesi (55% lebih tinggi; separuh tengah -1,4% sampai +2,3%), dan +0,3% selama 20 sesi.

• 5 Nov 2020French grain exports to China increase as Black Sea prices surge | S&P Global+0,4%
• 29 Mei 2023Corn, Soybeans and Wheat in the Grips of Drought - AgWeb-1,4%
• 7 Agu 2023El Niño: Anticipatory Action and Response Plan, August-December 2023 - Mitigating the expected impacts of El Niño-induced climate extremes on agriculture and food security - World | ReliefWeb+0,5%
• 19 Jul 2023China Brief 96 | Worst weather in a decade disrupts China's crops, Exports to China surge and more Canada West FoundationCanada West Foundation+1,6%
• 23 Agu 2021Prices for Ukrainian grain have increased in ports | Ukrainian and World Shipping News - Ukrainian Shipping Magazine - Ukrainian and World Shipping News+1,1%

Setelah 1.079 peristiwa cuaca bullish sebelumnya, Kedelai bergerak median +0,3% selama 5 sesi (54% lebih tinggi; separuh tengah -1,4% sampai +2,0%), dan +0,9% selama 20 sesi.

• 6 Okt 2026Latin America’s commodity exporters face El Niño, costly freight and a shifting US trade picture | World Ports Organization-1,2%
• 1 Jan 2021The Impact of Preseason La Niña Episodes on Corn and Soybean Yields in Brazil and Argentina+4,6%
• 26 Agu 2020Soybeans up on weather, demand from China - Brownfield Ag News+4,5%
• 22 Jan 2018The price of soybean meal is increasing due to the reduction in exports from Argentina+0,8%
• 9 Apr 2026Rising Odds of Strong El Niño Point to Global Weather and Crop Impacts - Bloomberg+0,4%

Setelah 453 peristiwa cuaca bullish sebelumnya, Bungkil Kedelai bergerak median +0,5% selama 5 sesi (55% lebih tinggi; separuh tengah -1,6% sampai +2,7%), dan +0,5% selama 20 sesi.

• 6 Okt 2026Latin America’s commodity exporters face El Niño, costly freight and a shifting US trade picture | World Ports Organization+4,9%
• 22 Jan 2018The price of soybean meal is increasing due to the reduction in exports from Argentina+1,2%
• 1 Feb 2022Organic Soybean Meal Prices Reach Tipping Point as Conventional Prices Surge - The Jacobsen+7,2%
• 17 Feb 2023Another cut expected for Argentina soy production | World Grain+0,0%
• 29 Jan 2026Heat wave hits Argentina, threatening corn and soybean crops-0,4%