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NIDIS reported rapid expansion of abnormally dry and moderate-to-severe drought across Missouri, Kentucky, Illinois, Indiana and Ohio, with dry conditions in central Michigan since fall 2024. Low Ohio River flows led the U.S. Coast Guard to impose tow width and weight restrictions on the Mississippi south of Cairo, Illinois.
Drought is expected to persist through September and spread further across the central Midwest.
Low river levels restrict barge loads and raise freight costs for moving grain and meal down the Mississippi, which can widen basis and weigh on Midwest cash prices while supporting barge freight. Drought stress during pod-fill also threatens soybean and corn yields in the region.
drought.gov2025年9月4日历史可比事件尚不足，暂无法给出历史解读。
在过去 285 次看涨的物流事件之后，玉米 在 5 个交易日内中位数变动 +0.1%（52% 上涨；中间一半区间为 -1.5% 至 +1.5%），20 个交易日内为 +0.8%。
在过去 206 次看涨的物流事件之后，大豆 在 5 个交易日内中位数变动 +0.5%（56% 上涨；中间一半区间为 -1.3% 至 +2.6%），20 个交易日内为 +1.4%。
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。
