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Russian meat producers expect production costs to rise by about 25% because they rely on imported soybean meal, mostly from South America. A high exchange rate and supply chain suspensions linked to the geopolitical situation are pushing up import prices.
The article was published on 4 March 2022.
Higher landed soymeal costs in Russia increase feed margins for meat producers and may cut domestic livestock output, which supports demand for South American soymeal substitutes.
tridge.comAnastasia Shilyaeva4 mar 2022Tras 34 eventos alcista de geopolítica pasados, Harina de soja se movió una mediana de -0,2 % en 5 sesiones (47% al alza; mitad central entre -2,2 % y +3,5 %), y +1,2 % en 20.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.
