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Industry groups say bans on GMO corn and glyphosate in Mexico would shrink food supplies. Mexico imported about 18 million tonnes of mostly GMO corn last season, around 40% of national consumption.
Nearly all available US, Argentine and Brazilian corn is GM, so satisfying demand would be nearly impossible if the decree is broadly applied.
Broad application of the decree would cut off most of Mexico's corn import sources, which is bearish for US export demand but could also tighten supply in Mexico. The net price effect depends on whether Mexico accepts a narrower interpretation.
reuters.comDavid Alire Garcia2021. 1. 15.과거 하락 정책 이벤트 310건 이후, 옥수수은 5거래일 동안 중앙값 +0.3% 변동(상승 54%; 중간 50% 범위 -1.4%~+1.9%), 20거래일 동안 +0.6%.
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.
