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Reuters reports that El Nino has brought unusual heat and dryness to Brazil, causing drought that is draining Amazonian rivers and disrupting northern grain shipments. In Rio Grande do Sul, excess rain has slowed soy planting, and Aprosoja-MT warned that extreme weather could force replanting and push corn and cotton sowing outside the ideal window.
Planting delays and possible replanting in Brazil's main soy and corn regions tighten near-term export supply expectations and support soybean and corn prices. Buyers should expect firmer South American basis and forward prices while the weather risk persists.
reuters.comRoberto Samora2023年10月19日在过去 1,079 次看涨的天气事件之后，大豆 在 5 个交易日内中位数变动 +0.3%（54% 上涨；中间一半区间为 -1.4% 至 +2.0%），20 个交易日内为 +0.9%。
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%。
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。
