FAO/GIEWS Special Alert No. 352 says El Niño-linked drought has damaged 2024 cereal crops across Southern Africa, with harvests expected below average from May and recovery considered negligible. Import requirements are forecast to rise, with supplies likely sourced from outside the region, and acute food insecurity could worsen in 2024/25.
A sharp rise in import needs from outside Southern Africa would tighten export availability and support maize and wheat prices, especially as the region's harvest shortfall is locked in.
在过去 1,465 次看涨的天气事件之后,玉米 在 5 个交易日内中位数变动 +0.2%(54% 上涨;中间一半区间为 -1.4% 至 +1.9%),20 个交易日内为 +0.9%。
在过去 1,072 次看涨的天气事件之后,小麦(SRW) 在 5 个交易日内中位数变动 +0.2%(55% 上涨;中间一半区间为 -1.4% 至 +2.3%),20 个交易日内为 +0.3%。
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。