◂ イベントの時系列

2020/09/25貿易米国

China Buying Spree Revives Export Profits for Top Crop Traders

Major agricultural commodity traders are earning the highest export profits in years, driven largely by Chinese buying of U.S. corn and soybeans. Gulf elevation margins are near five-year highs as the ADM export terminal is offline for repair until early 2021.

重要性

Heavy export sales and a constrained Gulf terminal push up export basis and logistics costs for U.S. corn and soybeans. This supports Gulf cash prices while tightening the flow of exports.

影響を受ける銘柄小麦(SRW)▲大豆▲トウモロコシ▲

2 件のソース
caixinglobal.com2020/09/25
thehindubusinessline.comBloomberg2020/09/25

価格反応と履歴

小麦(SRW)▲強気現時点1d -0.2%5d +6.5%20d +10.5%

過去の強気な貿易イベント431件の後、小麦(SRW) は5営業日で中央値 +0.0% 動き（50% が上昇。中央50%は -1.3% から +2.1%）、20営業日では +0.5% 動きました。

2020/02/19China Sets Up Duty Waivers for U.S. Commodity Purchases - Caixin Global-1.6%
2021/03/19China Ramps Up Farm Imports to Plug Shortages, Keep Prices Down - Caixin Global+0.8%
2025/05/09EXCLUSIVE: China buys Canadian, Australian wheat as heat hits crop, traders say | Reuters-0.1%
2020/12/09China’s Grain Imports Surge 30% on Rising Livestock Demand - Caixin Global-1.1%
2023/10/31Exclusive: China snaps up Australian, French wheat as crop damage spurs buying spree-1.7%

大豆▲強気現時点1d +0.2%5d +2.3%20d +7.4%

過去の強気な貿易イベント696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 -1.3% から +1.9%）、20営業日では +0.7% 動きました。

2026/09/16China's soybean buying revival boosts US export outlook; tariffs cloud prospects | S&P Global+0.5%
2020/02/19China Sets Up Duty Waivers for U.S. Commodity Purchases - Caixin Global-1.5%
2019/10/23Chinese Buyers Return to Market for U.S. Soy After Tariff Waivers Granted - Caixin Global-1.7%
2019/11/29U.S. Soy’s Flowing Into China Again as Port Congestion Eases - Caixin Global+0.3%
2017/08/22Chinese Buyers Ink $1.5 Billion of Contracts Prior to U.S. Soy Global Trade Exchange - U.S. Soybean Export Council+0.3%

トウモロコシ▲強気現時点1d +0.3%5d +3.9%20d +8.6%

過去の強気な貿易イベント729件の後、トウモロコシは5営業日で中央値 +0.4% 動き（56% が上昇。中央50%は -1.1% から +1.8%）、20営業日では +0.5% 動きました。

2020/02/19China Sets Up Duty Waivers for U.S. Commodity Purchases - Caixin Global-2.5%
2019/11/01China Trade Reversal to Spike Poultry Prices | Food Processing+0.4%
2021/03/19China Ramps Up Farm Imports to Plug Shortages, Keep Prices Down - Caixin Global+11.4%
2020/12/09China’s Grain Imports Surge 30% on Rising Livestock Demand - Caixin Global+1.3%
2020/12/23China’s Soy Imports to Top 100 Million Tons as U.S. Supply Jumps - Caixin Global+4.2%

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。

小麦(SRW) WHEAT · GP ▸

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大豆 SOY · GP ▸

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