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Workers at soy-processing plants in Argentina's Parana River district went on strike Monday, with most plants closing to truck deliveries. The SOEA and Federation of Oilseed Industry Workers are protesting income-tax and labor-rule changes in President Milei's reform bill.
The walkout comes as heavy rains had already delayed bean deliveries.
Argentina supplies much of the world's soymeal and soyoil, so a prolonged crush stoppage tightens near-term meal and oil availability and supports prices. The December 2021 precedent shows how quickly processing can collapse.
ukragroconsult.com2 Mei 2024Setelah 167 peristiwa logistik bullish sebelumnya, Bungkil Kedelai bergerak median +0,5% selama 5 sesi (54% lebih tinggi; separuh tengah -1,8% sampai +2,9%), dan -1,2% selama 20 sesi.
Setelah 85 peristiwa logistik bullish sebelumnya, Minyak Kedelai bergerak median +0,7% selama 5 sesi (64% lebih tinggi; separuh tengah -1,3% sampai +2,7%), dan +3,1% selama 20 sesi.
Setelah 206 peristiwa logistik bullish sebelumnya, Kedelai bergerak median +0,5% selama 5 sesi (56% lebih tinggi; separuh tengah -1,3% sampai +2,6%), dan +1,4% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.
Argentine crusher strike halts meal and oil output from the top soymeal exporter, tightening global meal supply and boosting meal and soybean prices.
Strike closing Parana River crushing plants to deliveries plus rain delays cut near-term Argentine meal supply.
Argentine crusher strike cuts meal output from the top exporter, a bullish supply shock for meal.
