Monthly World Agricultural Supply and Demand Estimates, 12:00 ET. Updates US and world balance sheets and season-average price projections.
Surprises: US soybean ending stocks 380 mil bu vs prior 470 (-19.1%, bullish); US corn ending stocks 1,540 mil bu vs prior 1,738 (-11.4%, bullish); US corn season-avg farm price 4.25 $/bu vs prior 4.1 (+3.7%, bullish); US soybean meal price 310 $/st vs prior 300 (+3.3%, bullish); World soybean ending stocks 128.37 mmt vs prior 131.87 (-2.7%, bullish).
在过去 3,207 次报告事件之后,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 -1.3% 至 +1.7%),20 个交易日内为 +0.5%。
在过去 2,389 次报告事件之后,大豆 在 5 个交易日内中位数变动 0.0%(50% 上涨;中间一半区间为 -1.6% 至 +1.9%),20 个交易日内为 +0.1%。
在过去 1,283 次报告事件之后,豆粕 在 5 个交易日内中位数变动 -0.1%(47% 上涨;中间一半区间为 -2.0% 至 +1.7%),20 个交易日内为 -0.2%。
在过去 686 次报告事件之后,豆油 在 5 个交易日内中位数变动 -0.0%(49% 上涨;中间一半区间为 -1.8% 至 +2.0%),20 个交易日内为 -0.0%。
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。
The Jan 10 USDA WASDE cut US corn ending stocks by about 11% to 1,540 mil bu and raised the season-average price projection, a bullish supply shock released on the day of the move.
The Jan 10 WASDE cut US soybean ending stocks sharply (380 vs 470 mil bu) and trimmed world stocks, a bullish supply surprise for the soy complex that plausibly carried into soybean oil's Jan 13 rally, though the report is not oil-specific and the move came a trading day later, so relevance is moderate.