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Patria AgroNegocios reports Brazil's soybean planting at 30% as of late the previous week, behind 37.6% a year earlier, with Mato Grosso ahead and the northeast lagging. Some early-planted fields may need replanting after poor germination, and central Brazil heat is stressing the crop.
Replanting and heat stress raise the risk of lower Brazilian soy output, with Conab at 162 million tons and USDA at 163 million tons, supporting soybean prices. Rainfall in the dry areas will determine how much of that risk becomes actual yield loss.
ukragroconsult.com2023年10月25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%。
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。
