◂ 이벤트 타임라인

2017. 11. 3.무역중국

Brazil cuts into U.S. soybean market share in China

Reuters reports Brazil is expected to win a larger share of China's soybean imports in the coming months, with China reportedly buying about 5 million tonnes from Brazil for Q4 2017, double the same period last year. Brazil still has unsold stocks from a record 2016/17 crop of 114.1 million tonnes.

중요한 이유

Brazilian competition during the US export peak season reduces demand for US beans from China, which is bearish for US soybean prices and export flows.

영향 대상대두▼대두박◆

출처 1건
agcanada.comAGCanada2017. 11. 3.

가격 반응 및 이력

대두▼하락현재까지1d -1.2%5d -1.4%20d +0.5%

과거 하락 무역 이벤트 803건 이후, 대두은 5거래일 동안 중앙값 +0.0% 변동(상승 51%; 중간 50% 범위 -1.7%~+1.7%), 20거래일 동안 +0.9%.

2018. 1. 25.Protein plight: Brazil steals U.S. soybean share in China+0.4%
2024. 4. 29.U.S. Share in China's Soybean Market to Dwindle as Argentina Boosts Supply+3.6%
2018. 1. 25.Soy source: Brazil's share of soybean exports to China hits record+0.4%
2022. 9. 20.China’s soybean imports from Brazil plunge in August - Markets - Business Recorder-3.4%
2023. 6. 2.Easing of China’s soybean appetite puts Brazil crop growth into question+2.5%

대두박◆중립현재까지1d -1.1%5d -1.8%20d +3.4%

과거 중립 무역 이벤트 224건 이후, 대두박은 5거래일 동안 중앙값 -0.2% 변동(상승 43%; 중간 50% 범위 -1.7%~+1.2%), 20거래일 동안 -0.2%.

2026. 6. 23.U.S. fights with Brazil for China's giant soybean market+1.1%
2025. 12. 8.China Set for Record 2025 Soybean Imports on Brazil Buys, U.S. Trade Truce-1.5%
2026. 10. 28.China wants US soybeans. Its buyers prefer Brazil | ThinkChina-3.8%
2021. 4. 21.U.S. Soybean Exports to China Swell in March, as Brazil Suspends Corn, Soy Import Duties | Farm Policy News | Illinois+3.5%
2023. 1. 20.Brazil: Soybean harvest starts slowly and helps domestic corn market supply+0.6%

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.

대두 SOY · GP ▸

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대두박 SBM · GP ▸

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