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Arlan Suderman of StoneX said U.S. weekly corn export shipments remain well above the seasonal pace and have been strong most of the marketing year. He puts 2024/25 corn ending stocks at 1.475 billion bushels, below USDA's 1.54 billion, and sees export upside of 50 million bushels.
Strong export demand tightens U.S. corn balance sheets relative to USDA's estimates, which supports prices and could keep feed corn costs firm. The risk is that exports are being frontloaded.
在过去 729 次看涨的贸易事件之后,玉米 在 5 个交易日内中位数变动 +0.4%(56% 上涨;中间一半区间为 -1.1% 至 +1.8%),20 个交易日内为 +0.5%。
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。