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Economist Erin Borror of USMEF says China is expected to turn to Brazil for corn because the war has cut Ukrainian production by about 41% and blocked Ukrainian port exports. Global corn output is expected to fall about 2% and Brazil is projected to offset part or all of the drop in Ukrainian exports.
Ukrainian export losses tighten global corn supply, but expected Brazilian growth limits the price impact and shifts demand toward Brazilian product. Sorghum may also gain Chinese demand.
feedandgrain.comRoy Graber2022年6月30日在过去 323 次看涨的地缘政治事件之后，玉米 在 5 个交易日内中位数变动 +0.5%（57% 上涨；中间一半区间为 -1.5% 至 +2.9%），20 个交易日内为 +0.9%。
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。
