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Industry groups say bans on GMO corn and glyphosate in Mexico would shrink food supplies. Mexico imported about 18 million tonnes of mostly GMO corn last season, around 40% of national consumption.
Nearly all available US, Argentine and Brazilian corn is GM, so satisfying demand would be nearly impossible if the decree is broadly applied.
Broad application of the decree would cut off most of Mexico's corn import sources, which is bearish for US export demand but could also tighten supply in Mexico. The net price effect depends on whether Mexico accepts a narrower interpretation.
在过去 310 次看跌的政策事件之后,玉米 在 5 个交易日内中位数变动 +0.3%(54% 上涨;中间一半区间为 -1.4% 至 +1.9%),20 个交易日内为 +0.6%。
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。