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Argentine oilseed and maritime unions struck on Monday to protest labor and tax reform bills backed by President Milei. The strikes coincided with congressional debate on the legislation, and union leaders said they would continue while Congress is in session.
The oilseed union operates in Rosario, the hub of Argentina's soybean export industry.
Strikes at Rosario crushing and port facilities can delay soybean meal and oil shipments, supporting meal and oil prices while Argentina dominates world meal exports. The overnight market wrap shows soymeal rising sharply, consistent with that supply concern.
admis.comADMIS Research Team2024. 4. 30.과거 상승 물류 이벤트 167건 이후, 대두박은 5거래일 동안 중앙값 +0.5% 변동(상승 54%; 중간 50% 범위 -1.8%~+2.9%), 20거래일 동안 -1.2%.
과거 상승 물류 이벤트 85건 이후, 대두유은 5거래일 동안 중앙값 +0.7% 변동(상승 64%; 중간 50% 범위 -1.3%~+2.7%), 20거래일 동안 +3.1%.
과거 상승 물류 이벤트 206건 이후, 대두은 5거래일 동안 중앙값 +0.5% 변동(상승 56%; 중간 50% 범위 -1.3%~+2.6%), 20거래일 동안 +1.4%.
각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.
Argentine oilseed and maritime union strikes, with leaders saying they would continue while Congress is in session, added to supply-disruption concerns around the move date.
Argentine oilseed and maritime union strikes on April 29 signalled continued export disruption while Congress debated the reforms.
Unions said strikes would continue while Congress is in session, sustaining supply disruption risk for meal.
Unions said strikes would continue while Congress is in session, sustaining Argentine meal supply risk.
