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Safras & Mercado reported that about 2% of Brazil's expected 105.9 million acres of soybeans was planted by late September, twice the pace of a year earlier and above the five-year average. Dry weather in Argentina's key regions is raising concerns about yield potential there.
Fast Brazilian planting and a possible record crop add to global soybean supply, while dryness in Argentina is a partial offset. Net effect is modestly bearish soybean and meal prices unless weather turns extreme.
在过去 363 次看跌的天气事件之后,大豆 在 5 个交易日内中位数变动 -0.6%(42% 上涨;中间一半区间为 -2.5% 至 +1.1%),20 个交易日内为 -0.2%。
在过去 118 次看跌的天气事件之后,豆粕 在 5 个交易日内中位数变动 -0.8%(35% 上涨;中间一半区间为 -3.2% 至 +0.4%),20 个交易日内为 -1.6%。
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。