
Safras & Mercado reports Brazil's second-crop corn is nearly harvested and exports have reached 20 million tons against a 40 million ton target. Planting of the summer corn crop has begun in the South, with a sharp reduction in planted area expected.
Producers are cutting area due to credit costs, currency devaluation, and input prices, and La Niña remains uncertain.
A smaller Brazilian summer corn area could tighten supplies in the first half of 2025 and support corn prices, while currency weakness may keep export prices competitive.
在过去 151 次看涨的宏观事件之后,玉米 在 5 个交易日内中位数变动 +0.2%(57% 上涨;中间一半区间为 -0.9% 至 +1.4%),20 个交易日内为 -0.3%。
在过去 301 次看涨的宏观事件之后,巴西雷亚尔(每 USD 的 BRL) 在 5 个交易日内中位数变动 +0.4%(57% 上涨;中间一半区间为 -1.2% 至 +1.7%),20 个交易日内为 +1.0%。
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。