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Analysts at Feed Strategy said USDA's August cuts to U.S. soybean production were larger than expected, but prices fell as demand and export forecasts were also reduced. The analysis noted that the survey predates August rains and that China's state reserve has been buying soybeans.
Demand from Germany for biodiesel feedstock was also cited.
Reduced U.S. supply supports soybean prices, but expected Chinese stockpiling and rising European crush demand could offset this. Buyers should watch whether the August rains improve yields.
feedstrategy.comEmma Penrod2023/08/16過去の強気なレポートイベント747件の後、大豆 は5営業日で中央値 +0.3% 動き（54% が上昇。中央50%は -1.4% から +2.1%）、20営業日では +0.8% 動きました。
過去の中立なレポートイベント250件の後、大豆粕 は5営業日で中央値 -0.1% 動き（49% が上昇。中央50%は -1.6% から +1.7%）、20営業日では +0.4% 動きました。
イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。
Prices fell after USDA's August report despite production cuts because demand and export forecasts were also reduced and rains post-dated the survey, pointing to a bearish demand reaction.
