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DTN reports a month of very dry conditions in southern Brazil, with Parana, the second-largest soybean state, hit hardest; December rainfall through Dec. 17 was 70% to nearly 90% below normal.
Some crop loss is likely during pod filling, and some private forecasts of a 130 million ton crop are seen as unlikely.
Heat and drought during critical pod-filling in Parana point to actual yield losses, reducing Brazilian export supply and supporting soybean and meal 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 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。