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The winter crop planting campaign across the EU and US has concluded. Favourable October and November weather in Europe allowed timely sowing, but the European rapeseed area is expected to shrink after waterlogging, with many intended paddocks switched to cereals or left unsown.
Dry conditions in parts of the US are a concern for wheat.
A smaller European rapeseed area reduces oilseed supply and supports rapeseed-based meal prices. Dryness in US wheat areas could add modest upside risk if it persists into spring.
历史可比事件尚不足,暂无法给出历史解读。
在过去 224 次中性的天气事件之后,小麦(SRW) 在 5 个交易日内中位数变动 -0.1%(46% 上涨;中间一半区间为 -1.4% 至 +1.5%),20 个交易日内为 +0.4%。
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。