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Dr. Michael Cordonnier says Brazil's soybean planting is nearly two-thirds complete and that a strengthening La Niña brings a drier-than-normal outlook for November through January. He expects Brazilian safrinha corn planting to slip into March, with farmers still motivated to plant with prices around $6.50 per bushel.
A dry outlook during pod filling and a late corn planting window raise yield risk for Brazil's crops, supporting corn and soybean prices and meal supply expectations.
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 1,079 次看涨的天气事件之后,大豆 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 +2.0%),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。