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Strategie Grains estimates EU-27 soft wheat area for the 2024 crop at 0.9% below 2023 because of heavy rain, which has brought French sowing close to a halt. It warns yields could fall short of potential, as in 2020, especially in France.
The consultancy raised its 2023 maize estimate to 61 million tonnes.
Lower planted area and possible yield shortfalls point to smaller EU wheat supplies in 2024, supporting feed wheat prices, while a larger maize crop partly offsets feed grain tightness.
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%。
在过去 357 次看跌的天气事件之后,玉米 在 5 个交易日内中位数变动 -0.3%(44% 上涨;中间一半区间为 -2.2% 至 +1.3%),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。