
France, the EU's largest wheat producer, has had significant dryness in late winter and early spring, and the USDA FAS says more rain is needed for winter crops and for corn planting. The agency is concerned that the 2023-24 crop could face drought similar to the 2020-21 and 2022-23 seasons.
Groundwater levels were described as deteriorated after a very dry winter.
A drought-hit French crop would cut EU wheat exports and could support world wheat prices, while a possible corn shortfall would tighten feed-grain supplies. The risk is still a forecast, so the price effect depends on rainfall over coming weeks.
과거 상승 날씨 이벤트 1,072건 이후, 밀 (SRW)은 5거래일 동안 중앙값 +0.2% 변동(상승 55%; 중간 50% 범위 -1.4%~+2.3%), 20거래일 동안 +0.3%.
과거 상승 날씨 이벤트 1,465건 이후, 옥수수은 5거래일 동안 중앙값 +0.2% 변동(상승 54%; 중간 50% 범위 -1.4%~+1.9%), 20거래일 동안 +0.9%.
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.