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Monthly World Agricultural Supply and Demand Estimates, 12:00 ET. Updates US and world balance sheets and season-average price projections.
Surprises: US corn ending stocks 1,790 mil bu vs prior 1,960 (-8.7%, bullish); US wheat ending stocks 722 mil bu vs prior 744 (-3.0%, bullish); World corn ending stocks 275.26 mmt vs prior 281.22 (-2.1%, bullish).
USDA WAOB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 July WASDE cut US wheat ending stocks by 3%, a bullish supply surprise that supported prices.
The bullish WASDE surprises (lower US corn and wheat ending stocks, lower world corn stocks) tightened the outlook for competing feed grains, and barley typically follows corn and wheat as a substitute feed grain, so the report plausibly spurred buying; the report was released on 2026-07-10 (Friday) with the move recorded on 2026-07-13, and it contains no barley-specific data, so the link is indirect.
The July 10 WASDE showed bullish cuts to US corn and wheat ending stocks, which likely lifted the broader feed grain complex and spilled over into oats during the 5-day window.
The 2026-07-10 WASDE cut US corn and wheat ending stocks and world corn stocks, a bullish shift in feed grain balance sheets that could lift oats as a substitute feed grain ahead of the 07-14 jump.
