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Ukraine's 2020/21 grain crop was cut by at least 16 million mt by hot, dry weather, especially for corn. The export surplus falls by about 14 million mt, while terminal capacity has grown to at least 78 million mt.
Slow origination has pushed domestic prices to parity with FOB levels.
A smaller exportable surplus supports higher Black Sea corn prices, though terminal competition could lower handling costs and ease some of the premium.
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%。
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。