Global: USDA experts downgraded the forecast of corn stocks in the current and next season supported the quotation

Published 2024년 5월 13일

Tridge summary

The May supply and demand report by WASDE has revised down the global maize production, exports, and stocks forecasts for the 2024/25 marketing year, while increasing the consumption projections, resulting in higher price quotes. The report also adjusted the corn harvest expectations for Brazil and Argentina, with Brazil now projected to harvest 2 to 122 million tonnes less and Argentina 2 to 53 million tonnes less compared to the previous forecasts. Consequently, corn futures on the Chicago Stock Exchange have seen a rise, with July futures increasing by 2.9% to $184.9/t and December futures by 2.5% to $193.7/t. Similarly, corn prices in Ukraine are mirroring the global trend, potentially leading to an increase in sowing areas due to the rising prices and reduced stocks.
Disclaimer:The above summary was generated by Tridge's proprietary AI model for informational purposes.

Original content

The new 2024/25 maize balance sheet, released in WASDE's May supply and demand report, lowered forecasts for world production, exports and stocks, but raised estimates for consumption, leading to higher quotes. At the same time, pressure on prices reinforced the reduction of forecasts for the 2023/24 FY corn harvest for Brazil by 2 to 122 million tonnes and Argentina by 2 to 53 million tonnes, while traders expected a larger adjustment. In comparison with the balance for 2023/24 MR, the new corn balance for 2024/25 MR underwent the following changes: According to the report, July corn futures on the Chicago Stock Exchange rose by 2.9% to $184.9/t (+9.5% compared to the data after ...
Source: Graintrade

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