
Indian soymeal exports more than doubled in fiscal 2020/21 to 1.546 million tonnes, driven by tighter Argentine and Brazilian supply and US and European demand for non-GMO meal. Shipments are now slowing because Indian meal is priced well above competing origins, at about $800 per tonne versus $500-550 elsewhere.
Higher Indian meal prices push buyers toward other origins, which keeps global soymeal demand concentrated on Argentina and Brazil and supports prices there; Indian supply should recover after October.
Setelah 224 peristiwa perdagangan netral sebelumnya, Bungkil Kedelai bergerak median -0,2% selama 5 sesi (43% lebih tinggi; separuh tengah -1,7% sampai +1,2%), dan -0,2% 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.