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An agronomist says the drought in Mato Grosso has not yet reached the length needed to call it crop failure. Stress is reducing yield potential, and delayed planting threatens the window for the safrinha second crop.
Drought is currently a main problem across Brazil's producing regions.
Yield losses and a narrower second-crop window could tighten Brazilian soybean and corn supplies, supporting feed grain and meal prices, although the expert sees losses as limited for now.
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 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%。
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。