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Irish grain trader James Nolan said the next harvest could look different from the last one on prices. Following a dry year with high harvest prices, farmers planted more area, and winter cereal area in Europe rose about 5-6%.
He also flagged possible South American dryness as a yield risk.
A larger planted area in Europe and the Black Sea points to ample supply, but weather risk in South America could support prices. Maize is expected to remain a price setter in European feed markets.
在过去 1,072 次看涨的天气事件之后,小麦(SRW) 在 5 个交易日内中位数变动 +0.2%(55% 上涨;中间一半区间为 -1.4% 至 +2.3%),20 个交易日内为 +0.3%。
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。