
芝加哥玉米期货延续跌势,触及四个月低位,因美国供应充裕的前景以及黑海地区和平前景令价格承压。
Chicago corn extended losses, hitting the lowest in four months, as an outlook for ample US supply and prospects for peace in the Black Sea region weighed on prices.
StoneX Group Inc. 将其对美国玉米产量的预测由先前的 161.15 亿蒲式耳上调至 162.03 亿蒲式耳。根据该咨询公司周二发布的最新调查,其还上调了美国大豆单产和产量预期。
StoneX Group Inc. lifted its forecast for US corn production to 16.203 billion bushels from a previous estimate of 16.115 billion bushels. The advisory also raised projections for the country’s soybean yield and output, according to its latest survey released Tuesday.
The Hightower Report 在一份报告中指出,部分疲软也可能归因于乌克兰、俄罗斯和美国定于下周在阿布扎比举行三方和平会谈,这进一步提振了黑海冲突可能走向结束的乐观情绪。据克里姆林宫和基辅双方发布的消息,谈判定于 11 月 10 日至 11 日举行。
Part of the weakness may also be attributed to scheduled trilateral peace talks between Ukraine, Russia and the US in Abu Dhabi next week, which has further raised optimism the Black Sea conflict may be headed for a conclusion, The Hightower Report said in a note. The negotiations are set to be held on Nov. 10-11, according to announcements from both the Kremlin and Kyiv.
芝加哥期货交易所交投最活跃的玉米期货盘中跌幅一度达 0.9%,触及 7 月初以来最低水平。大豆和小麦期货也分别下跌最多 1% 和 1.4%。
The most actively traded corn futures on Chicago Board of Trade fell as much as 0.9%, hitting the lowest since beginning of July on an intraday basis. Soybean and wheat futures also declined as much as 1% and 1.4%, respectively.
乌克兰还将于周三在布鲁塞尔参加美欧官员的磋商,随后于下周进行新一轮和平会谈。乌克兰总统泽连斯基表示,他将在美主导的旨在结束俄罗斯对其发动的战争的谈判中,推动达成能源停火、粮食出口安全和交换战俘。
Ukraine will also be joining discussions between American and European officials in Brussels on Wednesday before the new round of peace talks next week. Ukrainian President Volodymyr Zelenskyy said he’ll push for an energy truce, grain-export security and prisoner swaps as part of the US-led talks to end Russia’s war on his country.
俄乌之间的袭击损坏了港口和码头设施,扼杀了黑海地区玉米和小麦的出口。从亚洲到非洲的买家被迫寻找替代供应,往往要支付巨额溢价并走更长的航线。
Attacks between Russia and Ukraine have damaged ports and terminal facilities, choking shipments of corn and wheat from the Black Sea region. Buyers from Asia to Africa have been forced to look for alternative supplies, often at huge premiums and via longer routes.
和平协议有望恢复这一关键全球粮仓的粮食流动,过去两个月已消解了大部分战时溢价,即便袭击仍在持续。收获压力也拖累了谷物价格。
Prospects of a peace deal, which would restore grain flows from an essential global breadbasket, have eased much of the war premium in the past two months, even as attacks continued. Harvest pressure has also weighed on grains prices.