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2021/02/25天候中国

Hit by Brazil shipment delays, Chinese soybean crushers forced to shrink output

Chinese soybean crushers are expected to curtail operations sharply in coming months because of harvest delays in top exporter Brazil. Drought delayed Brazilian planting in late 2020 and rains have disrupted this year's harvest.

China's soymeal futures rose 6% in February to 3,587 yuan per tonne, and domestic soybean prices rallied 8%.

重要性

Reduced crush in China lowers meal output and is likely to draw down inventories, supporting soymeal and soybean prices. Brazilian supply delays tighten the global soybean balance.

影響を受ける銘柄大豆粕▲大豆▲

1 件のソース
reuters.comHallie Gu2021/02/25

価格反応と履歴

大豆粕▲強気現時点1d -0.8%5d -1.7%20d -7.1%

過去の強気な天候イベント453件の後、大豆粕は5営業日で中央値 +0.5% 動き（55% が上昇。中央50%は -1.6% から +2.7%）、20営業日では +0.5% 動きました。

2017/09/14Brazil's New Soybean Planting Season Delayed by Dryness+2.0%
2022/01/27Corn and soybean farmers in Brazil hit by huge losses amid droughts - Fastmarkets+7.8%
2022/02/16EXCLUSIVE: Exclusive: Paraguay soy crushers, hit by drought, risk running out of beans | Reuters+3.0%
2018/12/18Brazil Soybean Farmers to Slow Early Selling Pace, Analyst Says-0.5%
2023/05/08Argentina’s soybean crushers likely to face headwinds until next harvest: Bunge-0.8%

大豆▲強気現時点1d -1.2%5d -0.9%20d +0.6%

過去の強気な天候イベント1,079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 +2.0%）、20営業日では +0.9% 動きました。

2017/09/14Brazil's New Soybean Planting Season Delayed by Dryness+1.8%
2022/01/27Corn and soybean farmers in Brazil hit by huge losses amid droughts - Fastmarkets+7.3%
2022/02/16EXCLUSIVE: Exclusive: Paraguay soy crushers, hit by drought, risk running out of beans | Reuters+8.0%
2018/12/18Brazil Soybean Farmers to Slow Early Selling Pace, Analyst Says-2.3%
2023/11/21Brazilian Farmers Still have 30% of Their Soybeans to Plant - AgWeb-1.5%

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。

大豆粕 SBM · GP ▸

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大豆 SOY · GP ▸

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