
Brazil's 2019/20 soybean planting reached 77.3% of estimated area as of the week ending November 22, up 6.4 points on the week but behind last year's 89.6% and the historical average of 80.5%, according to Arc Mercosul. Rio Grande do Sul lagged badly at 38% planted after excessive rain and then dryness, and dry weather was also flagged from southern Mato Grosso to northern São Paulo.
Delayed soybean planting pushes the new-crop harvest later and raises concern over the safrinha corn crop that follows, which tends to support soybean meal and corn prices if yield risk builds. Continued dryness would add modest upward pressure on soy complex prices.
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%。
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 453 次看涨的天气事件之后,豆粕 在 5 个交易日内中位数变动 +0.5%(55% 上涨;中间一半区间为 -1.6% 至 +2.7%),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。