Brazilian crop production continues to look very large, according to Soybean and Corn Advisor President Michael Cordonnier. Much of the soybean crop was planted within a two-week window, so harvest timing is concentrated and vulnerable to wet February weather that could delay harvest and safrinha corn planting.
A large, concentrated Brazilian harvest keeps export supplies ample and is bearish for soybeans. Wet weather that delays harvest could partly offset that pressure by disrupting logistics and corn planting.
在过去 363 次看跌的天气事件之后,大豆 在 5 个交易日内中位数变动 -0.6%(42% 上涨;中间一半区间为 -2.5% 至 +1.1%),20 个交易日内为 -0.2%。
在过去 357 次看跌的天气事件之后,玉米 在 5 个交易日内中位数变动 -0.3%(44% 上涨;中间一半区间为 -2.2% 至 +1.3%),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。