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Monthly World Agricultural Supply and Demand Estimates, 12:00 ET. Updates US and world balance sheets and season-average price projections.
Surprises: US corn ending stocks 1,790 mil bu vs prior 1,960 (-8.7%, bullish); US wheat ending stocks 722 mil bu vs prior 744 (-3.0%, bullish); World corn ending stocks 275.26 mmt vs prior 281.22 (-2.1%, bullish).
USDA WAOB과거 보고서 이벤트 3,207건 이후, 옥수수은 5거래일 동안 중앙값 +0.2% 변동(상승 54%; 중간 50% 범위 -1.3%~+1.7%), 20거래일 동안 +0.5%.
과거 보고서 이벤트 2,389건 이후, 대두은 5거래일 동안 중앙값 0.0% 변동(상승 50%; 중간 50% 범위 -1.6%~+1.9%), 20거래일 동안 +0.1%.
과거 보고서 이벤트 1,283건 이후, 대두박은 5거래일 동안 중앙값 -0.1% 변동(상승 47%; 중간 50% 범위 -2.0%~+1.7%), 20거래일 동안 -0.2%.
과거 보고서 이벤트 686건 이후, 대두유은 5거래일 동안 중앙값 -0.0% 변동(상승 49%; 중간 50% 범위 -1.8%~+2.0%), 20거래일 동안 -0.0%.
각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.
The July 10 WASDE reduction in projected US wheat ending stocks provided a tighter supply backdrop entering the period.
The July WASDE cut US wheat ending stocks by 3%, a bullish supply surprise that supported prices.
The bullish WASDE surprises (lower US corn and wheat ending stocks, lower world corn stocks) tightened the outlook for competing feed grains, and barley typically follows corn and wheat as a substitute feed grain, so the report plausibly spurred buying; the report was released on 2026-07-10 (Friday) with the move recorded on 2026-07-13, and it contains no barley-specific data, so the link is indirect.
The July 10 WASDE showed bullish cuts to US corn and wheat ending stocks, which likely lifted the broader feed grain complex and spilled over into oats during the 5-day window.
The 2026-07-10 WASDE cut US corn and wheat ending stocks and world corn stocks, a bullish shift in feed grain balance sheets that could lift oats as a substitute feed grain ahead of the 07-14 jump.
