NOAA's June forecast shows El Niño conditions now present, with Niño 3.4 at +0.9°C as of June 15 and a 63% chance of a very strong event (≥2.0°C) peaking November 2026 to January 2027. The Crop Monitor says past El Niño events cut global rice yields about 1.0 to 1.5% below trend and lift soybean yields about 1.5 to 2.0% above trend.
A likely strong El Niño points to lower rice output in Asia and higher soybean yields in key exporting regions, pressuring soy prices while supporting rice. Yield impacts are expected to be regionally uneven, so buyers should watch Southern Africa, India and Australia.
在过去 179 次看涨的天气事件之后,稻谷 在 5 个交易日内中位数变动 +0.4%(55% 上涨;中间一半区间为 -1.4% 至 +2.5%),20 个交易日内为 +2.2%。
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%。
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。