◂ イベントの時系列

2019/09/24貿易ブラジル

China's COFCO says soy exports from Brazil to slump on African swine fever crisis; corn to jump

COFCO expects soybean exports from Brazil to slump as African swine fever cuts Chinese soybean import demand, while corn exports are expected to jump. Brazilian meat processors have benefited from the outbreak, while soy farmers and traders have suffered.

重要性

A shift from Brazilian soybeans toward corn exports changes global feed grain flows, bearish for soybean prices and supportive for corn export demand. Lower soybean meal demand from China adds pressure on soymeal.

影響を受ける銘柄大豆▼トウモロコシ▲大豆粕▼

1 件のソース
reuters.comRoberto Samora2019/09/24

価格反応と履歴

大豆▼弱気現時点1d +0.2%5d +1.5%20d +4.6%

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。

2018/01/25Soy source: Brazil's share of soybean exports to China hits record+0.4%
2023/05/24Plentiful Chinese wheat to pile pain on corn and soy from US and Brazil-1.7%
2019/03/13Brazil and Canada win big from US-China trade war with record soy exports | Supply Chain Dive+2.2%
2024/03/22Brazil’s intrusion on US soy exports to China somewhat mimics trade-war era-1.7%
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%

トウモロコシ▲強気現時点1d +0.2%5d -0.7%20d +0.9%

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。

2024/08/12China's corn imports from US set to rise 67.6% in 2024-25 on higher Brazilian prices-1.6%
2021/04/21U.S. Soybean Exports to China Swell in March, as Brazil Suspends Corn, Soy Import Duties | Farm Policy News | Illinois+14.7%
2021/01/05Phase One Ag Targets Lag, But U.S. Soybean and Corn Exports to China Surge | Farm Policy News | Illinois+3.1%
2023/03/10China props up U.S. corn, soy exports as other buyers stay quieter than usual+1.2%
2021/02/24U.S. Corn Exports To China Boom - 2020 Year in Review+0.7%

大豆粕▼弱気現時点1d +0.3%5d +0.5%20d +4.5%

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。

2018/01/25Soy source: Brazil's share of soybean exports to China hits record-1.2%
2024/03/22Brazil’s intrusion on US soy exports to China somewhat mimics trade-war era-2.2%
2021/08/23African Swine Fever Recovery in China, a Variable Impacting Feed, Pork Imports+0.2%
2022/09/20China’s soybean imports from Brazil plunge in August - Markets - Business Recorder-1.6%
2020/03/03Brazil's soybeans sales to China and soy-meal exports to the EU remain very strong — MercoPress-1.9%

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 ▸

——— · ·

トウモロコシ CORN · GP ▸

——— · ·

読み込み中…