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2021/12/02貿易中国

China to cut U.S. soy imports after shipping delays clip export window

China's imports of U.S. soybeans for the 2021/22 marketing year are expected to fall at least 20% from last season, to under 30 million tonnes. Hurricane Ida disrupted crop-loading at U.S. ports in September, cutting China-bound shipments 81% that month, while an early Brazil crop shortens the U.S. export window.

重要性

Weaker Chinese buying of U.S. beans leaves more supply for other buyers and pressures U.S. soybean export basis and futures, while Brazil's earlier harvest pulls demand toward South American origin.

影響を受ける銘柄大豆▼大豆粕▼

1 件のソース
financialpost.comReuters2021/12/02

価格反応と履歴

大豆▼弱気現時点1d +1.3%5d +2.7%20d +8.1%

過去の弱気な貿易イベント803件の後、大豆は5営業日で中央値 +0.0% 動き（51% が上昇。中央50%は -1.7% から +1.7%）、20営業日では +0.9% 動きました。

2021/11/22China's Soy Imports Slump in October, as "U.S. Pork Exports to Mexico Show Promise" - Farm Policy News-1.7%
2025/05/14U.S. soybean exports risk 20% drop without improved China deal-1.3%
2019/06/25China’s US soybean and pork imports down 55.3 per cent due to trade war, African swine fever | South China Morning Post-2.6%
2019/08/23China to impose extra tariffs on U.S. soy, beef and pork+0.0%
2022/02/09Plunge in U.S. soy exports to China in 2021 exposes Phase 1 flaws | Reuters-1.1%

大豆粕▼弱気現時点1d +0.3%5d +2.0%20d +13.8%

過去の弱気な貿易イベント384件の後、大豆粕は5営業日で中央値 -0.2% 動き（47% が上昇。中央50%は -1.7% から +1.6%）、20営業日では -0.5% 動きました。

2024/05/30China Turns to Exporting Livestock Feed on Weak Domestic Demand | Financial Post-3.0%
2018/02/20U.S. soybean exports in prime spot for China buys - Morning Ag Clips+1.0%
2019/08/23China to impose extra tariffs on U.S. soy, beef and pork-0.6%
2018/08/10China expects its U.S. agricultural imports to fall sharply - Grainews+0.2%
2020/11/25Chinese buyers look to cancel U.S. soybean orders as processing margins shrink | Financial Post-2.2%

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。

大豆 SOY · GP ▸

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大豆粕 SBM · GP ▸

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