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UK milling oat spot prices in October reached £181.50/t, the highest since May 2013 and 50% above a year earlier. Record dry spells cut spring planting, which accounts for 40-50% of the UK oat crop, and UK oat production fell 2% year on year.
Demand from July to September was up 9%.
Lower yields and quality from the dry spring tighten milling oat supply while demand rises, supporting firm prices. Oats are outperforming feed wheat and barley on a cost-benefit basis, which may keep buyers competing for supply.
在过去 68 次看涨的天气事件之后,燕麦 在 5 个交易日内中位数变动 -0.8%(47% 上涨;中间一半区间为 -3.6% 至 +3.9%),20 个交易日内为 -0.3%。
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。