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2023. 1. 10.날씨아르헨티나

Soybean derivatives supply under pressure as Argentina, Brazil face headwinds

Traders warn that Argentina's planting delays and dry soils, plus Brazil's planned biodiesel blending increase, could squeeze global soybean meal and oil supply in 2023. Argentina and Brazil together supply more than half of world soybean oil and meal.

Market participants doubt USDA's 49.5 million tonne Argentine soybean estimate.

중요한 이유

Lower Argentine crush and higher Brazilian biodiesel demand for soyoil would tighten meal and oil availability, supporting derivative prices.

영향 대상대두박▲대두유▲대두▲

출처 1건
datamarnews.comGabriel Malheiros2023. 1. 10.

가격 반응 및 이력

대두박▲상승현재까지1d +0.7%5d +2.5%20d -1.8%

과거 상승 날씨 이벤트 453건 이후, 대두박은 5거래일 동안 중앙값 +0.5% 변동(상승 55%; 중간 50% 범위 -1.6%~+2.7%), 20거래일 동안 +0.5%.

2023. 1. 4.Commodities 2023: Soybean derivatives supply under pressure as Argentina, Brazil face headwinds+4.1%
2023. 7. 18.Brazil to surpass Argentina in global soybean meal exports in 2023 - DatamarNews+2.6%
2023. 5. 8.Argentina’s soybean crushers likely to face headwinds until next harvest: Bunge-0.8%
2022. 12. 14.Concerns over Argentine soybean crop raises meal prices in Brazil - DatamarNews+0.4%
2022. 3. 13.Argentina Tries to Hold Onto Soybean Supplies | Red River Farm Network-1.7%

대두유▲상승현재까지1d -0.5%5d -2.0%20d -9.6%

과거 상승 날씨 이벤트 184건 이후, 대두유은 5거래일 동안 중앙값 +0.3% 변동(상승 53%; 중간 50% 범위 -1.9%~+2.4%), 20거래일 동안 -0.5%.

2023. 1. 4.Commodities 2023: Soybean derivatives supply under pressure as Argentina, Brazil face headwinds+1.2%
2023. 5. 8.Argentina’s soybean crushers likely to face headwinds until next harvest: Bunge-2.5%
2022. 3. 13.Argentina Tries to Hold Onto Soybean Supplies | Red River Farm Network-9.8%
2023. 10. 5.Exclusive: Argentina's soy crushers face 'disaster' as bean shortage sharpens, chamber head says-7.3%
2016. 4. 22.Soybeans approach bull market as floods damage Argentina’s crop | Bowling Green Daily News-3.4%

대두▲상승현재까지1d +0.4%5d +2.4%20d +0.8%

과거 상승 날씨 이벤트 1,079건 이후, 대두은 5거래일 동안 중앙값 +0.3% 변동(상승 54%; 중간 50% 범위 -1.4%~+2.0%), 20거래일 동안 +0.9%.

2023. 1. 4.Commodities 2023: Soybean derivatives supply under pressure as Argentina, Brazil face headwinds+1.5%
2023. 7. 18.Brazil to surpass Argentina in global soybean meal exports in 2023 - DatamarNews+2.6%
2023. 5. 8.Argentina’s soybean crushers likely to face headwinds until next harvest: Bunge-2.3%
2022. 12. 14.Concerns over Argentine soybean crop raises meal prices in Brazil - DatamarNews-0.1%
2019. 1. 3.Dry weather conditions in Brazil drive US soybean expectations up - DatamarNews+1.9%

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