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BMI, a Fitch Solutions company, says La Niña usually brings above-average rainfall to Southern and Western Africa. It views the coming event as an upside risk for corn in Southern Africa and cocoa in Western Africa.
The strength and timing of the event remain uncertain.
Higher African corn output would ease import demand and weigh on regional prices, while cocoa is not a feed input. The effect on global feed markets is small.
fitchsolutions.com2024年9月23日在过去 445 次中性的天气事件之后，玉米 在 5 个交易日内中位数变动 +0.1%（52% 上涨；中间一半区间为 -1.4% 至 +1.6%），20 个交易日内为 +0.7%。
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。
