
Conab reported Brazil's soybean harvest 98% complete as of June 2, one point behind last year, with Rio Grande do Sul at 90%, six points behind 2023 due to floods. AgRural estimated Brazil's corn crop at 118.4 million tonnes, nearly 3 million higher than the previous crop, with Parana yields lowered by drought and heat.
Flood-related delays in moving soybeans from Rio Grande do Sul and a larger corn estimate shape Brazilian export logistics and feed supply, with the corn upgrade leaning bearish on corn prices.
在过去 230 次中性的物流事件之后,大豆 在 5 个交易日内中位数变动 +0.4%(55% 上涨;中间一半区间为 -1.4% 至 +2.0%),20 个交易日内为 +0.1%。
在过去 359 次看跌的物流事件之后,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 -1.5% 至 +1.5%),20 个交易日内为 -0.5%。
在过去 48 次中性的物流事件之后,豆粕 在 5 个交易日内中位数变动 +0.7%(60% 上涨;中间一半区间为 -1.0% 至 +2.5%),20 个交易日内为 +0.7%。
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。