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Brazil soybean planting reached 1.2% as of late last week, ahead of 0.9% a year earlier, according to AgRural. Heavy rain is forecast for southern Brazil while central Brazil faces dry, hot conditions that could force replanting of early-sown fields.
Irregular weather in central Brazil raises the risk of replanting and lower early yields, a potential supply concern that could firm soybean and soybean meal prices ahead of the 2026/27 crop.
在过去 1,079 次看涨的天气事件之后,大豆 在 5 个交易日内中位数变动 +0.3%(54% 上涨;中间一半区间为 -1.4% 至 +2.0%),20 个交易日内为 +0.9%。
在过去 453 次看涨的天气事件之后,豆粕 在 5 个交易日内中位数变动 +0.5%(55% 上涨;中间一半区间为 -1.6% 至 +2.7%),20 个交易日内为 +0.5%。
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。