◂ Linimasa Peristiwa

1 Apr 2026GEOPOLITIKAS

US corn planting seen down, soy acres up as Iran war inflates costs, analysts say

A Reuters analysis says the Iran war has upended US planting intentions, with farmers expected to plant fewer corn acres and the lowest spring wheat area since 1970. Analysts said low grain prices also dim profit prospects ahead of a USDA report due Tuesday.

MENGAPA INI PENTING

Fewer corn acres tightens the outlook for feed grain supply, while higher fertilizer costs shift acres toward soybeans, supporting soybean meal and corn prices over time.

BERDAMPAK PADAJagung▲Kedelai▲Gandum (SRW)▲

1 SUMBER
reuters.comKarl Plume1 Apr 2026

Reaksi harga & riwayat

Jagung▲bullishSEJAUH INI1d -0,7%5d -1,7%20d +1,5%

Setelah 323 peristiwa geopolitik bullish sebelumnya, Jagung bergerak median +0,5% selama 5 sesi (57% lebih tinggi; separuh tengah -1,5% sampai +2,9%), dan +0,9% selama 20 sesi.

7 Apr 2026Fertilizer spike adds up to $35/acre for US corn as Iran crisis bites-2,5%
16 Mar 2026Iran War: Asian feed millers take ‘wait‑and‑see’ approach as corn prices surge+2,4%
1 Mar 2022Morning report: Corn buys back acres amidst Ukrainian planting uncertainty – The Seam+4,7%
1 Mar 2022EU corn in demand as Ukraine war brings growing supply gap+4,7%
15 Jul 2026Wheat Skyrockets as Black Sea Exports Threatened, Pulling up Corn and Soybeans - AgWeb+3,2%

Kedelai▲bullishSEJAUH INI1d -0,2%5d -0,8%20d +1,0%

Setelah 72 peristiwa geopolitik bullish sebelumnya, Kedelai bergerak median +0,4% selama 5 sesi (60% lebih tinggi; separuh tengah -1,0% sampai +2,5%), dan -1,0% selama 20 sesi.

1 Mar 2022Morning report: Corn buys back acres amidst Ukrainian planting uncertainty – The Seam+1,8%
15 Jul 2026Wheat Skyrockets as Black Sea Exports Threatened, Pulling up Corn and Soybeans - AgWeb+1,0%
7 Mei 2022Soy boon for Argentina as Ukraine war boosts prices | The Straits Times+4,1%
1 Agu 2026Wheat Soars, Pulling up Corn and Soybeans: Outside Markets See Fed Fallout-1,3%
28 Sep 2022Wheat up on war worries; corn, soy also firm despite recession fears | Financial Post-1,7%

Gandum (SRW)▲bullishSEJAUH INI1d -1,2%5d -2,5%20d +0,9%

Setelah 361 peristiwa geopolitik bullish sebelumnya, Gandum (SRW) bergerak median +0,7% selama 5 sesi (58% lebih tinggi; separuh tengah -1,4% sampai +3,7%), dan +1,3% selama 20 sesi.

1 Mar 2022Morning report: Corn buys back acres amidst Ukrainian planting uncertainty – The Seam+10,5%
15 Jul 2026Wheat Skyrockets as Black Sea Exports Threatened, Pulling up Corn and Soybeans - AgWeb+4,5%
1 Agu 2026Wheat Soars, Pulling up Corn and Soybeans: Outside Markets See Fed Fallout-0,8%
28 Sep 2022Wheat up on war worries; corn, soy also firm despite recession fears | Financial Post+1,3%
31 Jan 2022Grain exports likely disrupted in a Russian, Ukraine conflict, analyst says-1,7%

Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.

Jagung CORN · GP ▸

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Kedelai SOY · GP ▸

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