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Delayed 2023/24 soybean planting caused by drought in central Brazil and extreme rain in the South pushed back the safrinha corn window. Corn prices have fallen 33% year on year to their lowest since 2020, squeezing margins in Mato Grosso.
A missed planting window and low prices push producers toward sorghum and other crops, which can tighten or loosen second-crop corn supply and weigh on corn and sorghum prices.
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%。
历史可比事件尚不足,暂无法给出历史解读。
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。