
Agriculture of America reports the July WASDE cut old-crop US corn stocks from 2.145 to 2.020 billion bushels and new-crop stocks from 1.96 to 1.79 billion. New-crop wheat stocks were lowered to 722 million bushels, and USDA raised new-crop corn exports.
StoneX's Arlan Suderman said corn stocks are approaching the 1.5 billion bushel level, where a small yield drop could tighten supplies sharply.
Stocks nearing 1.5 billion bushels leave little cushion, so yield risk could move corn prices sharply higher. Feed buyers should expect volatility in the second half of the season.
在过去 1,040 次看涨的报告事件之后,玉米 在 5 个交易日内中位数变动 +0.5%(62% 上涨;中间一半区间为 -0.9% 至 +2.0%),20 个交易日内为 +0.8%。
在过去 769 次看涨的报告事件之后,小麦(SRW) 在 5 个交易日内中位数变动 +0.2%(53% 上涨;中间一半区间为 -1.4% 至 +2.0%),20 个交易日内为 +0.2%。
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。