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Pro-Trump corn, soybean and dairy farmers are worried that Trump's push to roll back NAFTA could disrupt exports to Mexico, which bought about $2.3 billion of US corn in 2015, almost all GMO. A White House source said NAFTA 'as we know it today will change'.
Mexico is a major buyer of US corn, so any threat to the trade pact raises risk of lower US corn export demand and wider basis discounts, while encouraging Mexican buyers to shift toward South American supply.
在过去 87 次看跌的地缘政治事件之后,玉米 在 5 个交易日内中位数变动 +0.1%(51% 上涨;中间一半区间为 -1.5% 至 +2.1%),20 个交易日内为 +0.3%。
在过去 53 次看跌的地缘政治事件之后,大豆 在 5 个交易日内中位数变动 -0.3%(47% 上涨;中间一半区间为 -1.9% 至 +1.2%),20 个交易日内为 +1.0%。
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。