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2026/07/13天候ブラジル

In Brazil, El Niño Could Delay Grain Planting, Reduce Harvests and Disrupt Livestock Farming - 13/07/2026 - Business

Folha reports that El Niño could delay grain planting, reduce harvests and disrupt livestock farming in Brazil in the second half of 2026. NOAA puts the probability of a very strong El Niño at 81%.

Effects will vary by region, with drought risk in the North and Northeast and flooding risk in the South.

重要性

Delayed soybean planting in the Central-West could narrow the safrinha corn window and reduce yields, supporting soybean and corn prices. Drought risk in the north and northeast could also raise feed costs for livestock producers.

影響を受ける銘柄トウモロコシ▲大豆▲

1 件のソース
www1.folha.uol.com.brLeonardo Vieceli2026/07/13

価格反応と履歴

トウモロコシ▲強気現時点1d +0.1%5d +1.1%20d -0.6%

過去の強気な天候イベント1,465件の後、トウモロコシは5営業日で中央値 +0.2% 動き（54% が上昇。中央50%は -1.4% から +1.9%）、20営業日では +0.9% 動きました。

2021/03/23CBOT corn climbs on delayed planting in Brazil - Markets - Business Recorder-0.5%
2024/05/02Heavy rains in big Brazil farm state disrupt soy, corn harvests in final stages+0.9%
2022/01/17Brazil’s Drought Reduces Grain Harvest Forecasts-0.5%
2021/02/26Brazil Soy Harvest Slowed by Delayed Planting and Wet Weather-1.0%
2023/10/19El Nino worries Brazil soy farmers as planting progresses, grain lobby says | Reuters+1.0%

大豆▲強気現時点1d +0.5%5d +0.7%20d -3.3%

過去の強気な天候イベント1,079件の後、大豆は5営業日で中央値 +0.3% 動き（54% が上昇。中央50%は -1.4% から +2.0%）、20営業日では +0.9% 動きました。

2024/05/02Heavy rains in big Brazil farm state disrupt soy, corn harvests in final stages+4.9%
2022/01/17Brazil’s Drought Reduces Grain Harvest Forecasts+3.4%
2021/02/26Brazil Soy Harvest Slowed by Delayed Planting and Wet Weather+0.7%
2024/09/05Acute dryness in Brazil's top soy state may disrupt planting-2.6%
2023/10/19El Nino worries Brazil soy farmers as planting progresses, grain lobby says | Reuters-1.7%

イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。

トウモロコシ CORN · GP ▸

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大豆 SOY · GP ▸

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