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Purdue economist Chris Hurt says delayed corn planting could push farmers to switch acres to soybeans, since soybean prices rose 25% since March while corn rose about 4%. The shift is driven by a USDA report showing lower global inventories, stronger export demand, and Argentine rain-related harvest delays.
A shift of acreage from corn to soybeans would tighten corn supply later and expand soybean supply, affecting relative feed grain and oilseed 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 445 次中性的天气事件之后,玉米 在 5 个交易日内中位数变动 +0.1%(52% 上涨;中间一半区间为 -1.4% 至 +1.6%),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。