
Consultancy Agroconsult cut its forecast for Brazil's second corn crop to 55.2 million tons after field surveys in four states hit by planting delays and drought, down from 57 million tons last month. It kept its corn export forecast at 28 million tons.
Government estimates earlier in June put the second crop at 58.2 million tons.
A smaller Brazilian safrinha crop tightens export supply just as Brazil is the main alternative origin to US corn, which supports corn prices. Freight truck cost uncertainty and grain handlers pausing purchases add logistics risk that could widen Brazilian basis discounts.
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%。
在过去 324 次中性的天气事件之后,大豆 在 5 个交易日内中位数变动 +0.0%(52% 上涨;中间一半区间为 -1.4% 至 +1.7%),20 个交易日内为 +0.7%。
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。