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Analyst Thomas Mielke says Canada lacks sufficient export infrastructure for canola meal and oil, causing lost export deals. Canadian canola processing and export capacity is constraining sales.
Limited export capacity keeps Canadian canola meal supply domestic, which can weigh on meal export prices and support domestic meal discounts versus soybean meal.
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.