
An interview with Esteban Copati of the Bolsa de Cereales of Argentina discusses the 2017/18 season, which saw early-season floods during planting, a severe drought from January to March 2018, and heavy April rains that damaged soybean quality. He notes that infrastructure problems and wet conditions have repeatedly hurt planted area, harvest and grain transport.
The Bolsa projects a 2017/18 production figure of 36 million tonnes.
Weather-driven losses in Argentina's soybean and corn crops reduce export supplies of meal, oil and grain, supporting prices for those products. Quality damage from wet harvest conditions can also reduce usable crush output.
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%。
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。