
Brazil's soybean crop estimates were raised after better-than-expected yields in Rio Grande do Sul, where recent rains followed weeks of dryness. USDA lifted its Brazil forecast by 500,000 mt to 117 million mt, and Conab raised its figure by 300,000 mt to 113.8 million mt.
Most Rio Grande do Sul farmers sell on the spot market, so a larger share of this crop remains unsold.
A bigger Brazilian crop with less forward selling means more supply is likely to reach spot markets during harvest, which pressures soybean prices and limits premiums. Buyers can expect more competition from Brazilian beans.
在过去 363 次看跌的天气事件之后,大豆 在 5 个交易日内中位数变动 -0.6%(42% 上涨;中间一半区间为 -2.5% 至 +1.1%),20 个交易日内为 -0.2%。
在过去 118 次看跌的天气事件之后,豆粕 在 5 个交易日内中位数变动 -0.8%(35% 上涨;中间一半区间为 -3.2% 至 +0.4%),20 个交易日内为 -1.6%。
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。