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Commodity Blenders' market intelligence outlines a possible early-2025 pricing squeeze from a threatened January dock strike over port automation, dry South American weather risk, and biofuel mandate changes including higher palm blending. It also notes three new crush plants adding soybean meal supply, tight imported lysine and threonine, and strong Canadian canola meal supply expected to firm in Q1.
Combined risks of port strike disruption and South American dryness could tighten containerized and soy-based feed ingredient supplies, while new crush capacity offsets some soybean meal pressure.
commodityblenders.comNov 26, 2024Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
