
Grain futures largely resisted the energy and financial sell-off on the Black Friday half-day session, with corn closing near the top of its three-month range. Traders reacted to fears that Omicron could prompt new lockdowns and supply chain disruptions.
The analysis notes that corn and soybean demand already trails last year's record pace and that fertilizer prices are at risk.
Slowing demand and possible renewed lockdowns could cap feed demand, while fertilizer exposure may influence 2022 acreage and input costs. Grains proved relatively resilient near term.
在过去 145 次中性的疫病事件之后,玉米 在 5 个交易日内中位数变动 +0.4%(58% 上涨;中间一半区间为 -1.2% 至 +1.7%),20 个交易日内为 +0.0%。
在过去 69 次疫病事件之后,大豆 在 5 个交易日内中位数变动 +0.3%(57% 上涨;中间一半区间为 -1.7% 至 +1.9%),20 个交易日内为 +0.1%。
在过去 193 次看跌各类事件之后,尿素 在 5 个交易日内中位数变动 -0.6%(39% 上涨;中间一半区间为 -3.9% 至 +1.6%),20 个交易日内为 -1.5%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。