2026-06-11T16:21:26.095Z / reuters.com
2026年5月13日,美国堪萨斯州金曼市,小麦即将迎来收获。当日是美国硬红冬小麦第一大生产州堪萨斯州年度小麦质量委员会考察行程的第二天。REUTERS/Emily Schmall 购买授权,打开新标签页
- 摘要
- 企业
- 美国农业部报告称,平原干旱导致硬红冬小麦产量降至1957年以来最低水平
- 美国农业部仅将25%的冬小麦作物评为良好至优良,为1986年有记录以来最低
- 美国农业部上调阿根廷、巴西玉米和大豆收成预期;芝加哥期货交易所玉米、大豆期货下跌
芝加哥6月11日路透社电——美国农业部周四将美国冬小麦作物预期较上月下调2%,因平原地区遭遇严重干旱,将硬红冬小麦产量预期降至1957年以来最低水平。
美国农业部在月度报告中称,2026/27年度美国冬小麦产量预估为10.30亿蒲式耳,低于上月预测的10.48亿蒲式耳,也远低于去年冬季作物的14.02亿蒲式耳。
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作为美国种植面积最大的小麦品种,硬红冬小麦产量预计降至4.97亿蒲式耳,低于上月预估的5.15亿蒲式耳,也远低于去年的8.04亿蒲式耳。
产量下滑给本已因霍尔木兹海峡关闭以及美国总统唐纳德·特朗普关税战引发的贸易 disruption 而面临燃油和化肥价格上涨的美国农民带来了更大压力。
包括堪萨斯州、俄克拉荷马州和得克萨斯州在内的主要小麦州已开始小麦收获,尽管一些农民,尤其是小麦带远西部区域的农民,几乎没有或根本没有谷物可收割。
美国农业部在周一发布的每周作物状况报告中,仅将25%的美国冬小麦作物评为良好至优良状态,为1986年有记录以来同期最低水平。
美国农业部预计2026/27年度末美国小麦库存为7.44亿蒲式耳,低于5月预估的7.62亿蒲式耳。路透社调查的分析师平均预期年末库存略高于此水平。
谷物交易商周四对美国农业部的作物调整反应平淡,因为调整幅度落在了分析师预期的区间内。芝加哥期货交易所基准硬红冬小麦期货午盘上涨约0.6%,而软红冬小麦期货下跌约0.3%。
美国农业部周四几乎未调整美国玉米和大豆预估。
2025/26营销年度美国玉米期末库存上调300万蒲式耳,至21.45亿蒲式耳,而2025/26年度大豆期末库存维持在3.40亿蒲式耳不变。
美国农业部将2025/26年度阿根廷玉米和大豆收成预期分别较上月上调200万公吨,并将巴西玉米产量预期上调300万吨。
芝加哥期货交易所玉米和大豆期货周四下跌,两个市场均徘徊在近期数月低点附近。
卡尔·普卢姆 芝加哥报道;桑吉夫·米格兰尼 编辑
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驻芝加哥高级大宗商品记者,报道农业市场、大型农业综合企业和食品供应链,专注于影响该行业的全球贸易、农业技术和气候变化问题。
USDA cuts U.S. winter wheat harvest outlook after Plains drought
2026-06-11T16:21:26.095Z / reuters.com
Wheat nearly ready to harvest in Kingman, Kansas, U.S., May 13, 2026. The second day of the annual Wheat Quality Council tour of Kansas, the top U.S. hard red winter wheat producer. REUTERS/Emily Schmall Purchase Licensing Rights, opens new tab
- Summary
- Companies
- Plains drought cuts hard red winter wheat output to lowest since 1957, USDA reports
- USDA rates only 25% of winter wheat crop good-to-excellent, lowest since 1986 records
- USDA raises Argentine, Brazilian corn and soybean harvest estimates; CBOT corn, soybeans fall
CHICAGO, June 11 (Reuters) – The U.S. Department of Agriculture on Thursday cut its U.S. winter wheat crop outlook by 2% from a month earlier as a harsh drought in the Plains cut its hard red winter wheat production view to the lowest since 1957.
U.S. winter wheat production in the 2026/27 season was estimated at 1.030 billion bushels, down from its forecast of 1.048 billion last month and well below last year’s winter crop of 1.402 billion bushels, the USDA said in a monthly report.
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Production of hard red winter wheat, the largest variety grown in the United States, was projected to fall to 497 million bushels, down from an outlook for 515 million last month and well below last year’s 804-million-bushel crop.
The drop in production has heaped pressure on U.S. farmers already struggling with rising fuel and fertilizer prices due to the closure of the Strait of Hormuz and trade disruptions caused by U.S. President Donald Trump’s tariff battles.
The wheat harvest is underway in key wheat states including Kansas, Oklahoma and Texas, although some farmers, particularly in far western areas of the wheat belt, have found little to no grain to gather.
The USDA rated just 25% of the U.S. winter wheat crop in good-to-excellent condition in a weekly crop conditions report on Monday, the lowest for this time of year in USDA records dating to 1986.
The USDA projected U.S. wheat supplies at the end of the 2026/27 season at 744 million bushels, down from its May forecast for 762 million. Analysts polled by Reuters, on average, expected end-year supplies to be slightly larger.
Grain traders took USDA’s crop adjustments in stride on Thursday as they fell within the ranges of analyst estimates. Benchmark hard red winter wheat futures on the Chicago Board of Trade were up about 0.6% near midday, while soft red winter wheat futures were about 0.3% lower.
The USDA made few changes to its U.S. corn and soybean estimates on Thursday.
U.S. corn ending stocks for the 2025/26 marketing year were raised by 3 million bushels to 2.145 billion bushels, while 2025/26 soybean ending stocks were unchanged at 340 million bushels.
The USDA lifted its 2025/26 Argentine corn and soybean harvest estimates each by 2 million metric tons from last month, and raised its Brazilian corn crop outlook by 3 million tons.
CBOT corn and soybean futures fell on Thursday, with both markets hovering near recent multi-month lows.
Reporting by Karl Plume in Chicago; Editing by Sanjeev Miglani
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Chicago-based senior commodities correspondent covering agricultural markets, large agribusinesses and the food supply chain and specializing in global trade, farming technology and climate change issues impacting the industry.
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