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Itaú BBA's June bulletin said May and early June rains supported second-crop corn and wheat development across much of Brazil. Excess rain in some regions delayed harvest and planting of new crops, especially in Paraná and Mato Grosso.
Central regions had lower rainfall and reduced soil moisture.
Harvest delays slow the flow of Brazilian corn to export markets, which modestly supports US corn export competitiveness and sustains near-term Brazilian corn prices.
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%。
在过去 224 次中性的天气事件之后,小麦(SRW) 在 5 个交易日内中位数变动 -0.1%(46% 上涨;中间一半区间为 -1.4% 至 +1.5%),20 个交易日内为 +0.4%。
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。