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Brazil's slow soybean harvest is delaying supplies reaching buyers, but China does not appear concerned. US soybean export sales to China spiked for a week in mid-January but have mostly been below average since.
US sales to China accounted for 47% of bookings for 2024-25, a 17-year low outside trade-war periods.
Chinese buyers avoiding US cargoes despite Brazilian delays leaves US soybean demand weak and supports pressure on prices. Brazil remains the dominant supplier to China.
reuters.comKaren Braun1 Feb 2025Setelah 803 peristiwa perdagangan bearish sebelumnya, Kedelai bergerak median +0,0% selama 5 sesi (51% lebih tinggi; separuh tengah -1,7% sampai +1,7%), dan +0,9% 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.
