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Analyst Michael Cordonnier keeps his Brazil corn estimate at 134.0 million tons but flags dry weather developing in the southern safrinha corn area as summer rains decline. He estimates about 40% of safrinha corn could face moisture stress, risking 4-6 million tons of losses.
Potential yield losses in safrinha corn would tighten Brazil's exportable corn surplus, supporting corn prices and firming feed-grade demand for DDGS and corn substitutes.
soybeansandcorn.com2026年4月22日在过去 1,465 次看涨的天气事件之后，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 -1.4% 至 +1.9%），20 个交易日内为 +0.9%。
历史可比事件尚不足，暂无法给出历史解读。
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。
