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Soybean meal futures rose on concerns about logistics for South American soybean exports, which could be limiting shipments to China. The article is brief and gives few specifics beyond the logistics worry.
Logistics risk in South America can reduce soymeal export availability, supporting feed protein prices. The effect depends on how long the disruption lasts.
theglobalherald.comNews Desk2020. 3. 24.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 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.
Dated the same day as the drop, it shows soymeal had been pushed up by South American logistics worries, so the -3.1% move likely reflects an unwinding of that premium.
Meal futures rose on concerns about South American logistics limiting shipments to China, which shifts demand toward US supply.
Soymeal rose on South American export logistics worries, but it is dated after the move window and is thin on detail.
