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DTN analyst Rhett Montgomery says the 2024-25 grain outlook hinges on whether large supplies or strong demand prevail. U.S. corn ending stocks are held under two billion bushels as sales commitments run ahead of USDA export estimates, though Chinese corn purchases are down 86% from 2021 and Mexico accounts for 41% of commitments.
Strong export commitments, especially from Mexico, could support corn prices if USDA raises its export estimate, while reliance on a single buyer and weak China demand add downside risk.
在过去 480 次中性的贸易事件之后,玉米 在 5 个交易日内中位数变动 +0.2%(54% 上涨;中间一半区间为 -1.1% 至 +1.6%),20 个交易日内为 +0.7%。
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。