2026年10月29日，WTI（USO）名義敞口約1869.30萬桶，單日增加0.2萬桶；Brent（BNO）期貨持倉約834.30萬桶，單日增加6.4萬桶，爲連續第12個交易日增持。點擊查看完整持倉數據，捕捉油價之外的資金變化。

Wanlian Securities says the current El Niño is confirmed as super-strong and may be the strongest on record since systematic monitoring. Climate impacts will propagate along the agricultural value chain: Southeast and South Asia heat and drought plus constrained Panama Canal transits will pressure supply via lower output and higher landed costs. Midstream effects vary by commodity: palm oil has the highest probability of production losses but the latest timing for cuts; sugar’s net impact depends on Brazil’s sugar-to-ethanol crush ratio; corn is more sensitive because of low inventories; rubber requires close monitoring of producing-region stocks and downstream demand. Downstream seed, agrochemical and livestock sectors typically lag by about one year. Weather risk appears largely priced in; further alpha will depend on realised production shortfalls. Positioning should focus on crops with concentrated production, thin inventories and policy alignment.

Bank of Japan Governor Ueda said he will discuss at every meeting whether rate hikes are necessary.