◂ 이벤트 타임라인

2023. 1. 4.날씨아르헨티나

Commodities 2023: Soybean derivatives supply under pressure as Argentina, Brazil face headwinds

Argentina's soybean planting is running behind last year because of weather, and Argentina and Brazil together supply more than half the world's soymeal and soyoil. Brazil is preparing to raise its biodiesel blending mandate.

Traders expect weak near-term demand from major buyers.

중요한 이유

Weather-related planting delays and a possible Brazilian biodiesel mandate increase could squeeze global meal and oil supplies. That would support soymeal and soyoil prices.

영향 대상대두▲대두박▲대두유▲

출처 2건
spglobal.com2023. 1. 4.
spglobal.comSamyak Pandey, Jose Roberto Gomes2023. 1. 4.

가격 반응 및 이력

대두▲상승현재까지1d -0.6%5d +1.5%20d +2.2%

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. 10.Soybean derivatives supply under pressure as Argentina, Brazil face headwinds - DatamarNews+2.4%
2023. 5. 8.Argentina’s soybean crushers likely to face headwinds until next harvest: Bunge-2.3%
2023. 6. 21.Soybean Argentina 2023: A Comprehensive Analysis+1.2%
2023. 7. 18.Brazil to surpass Argentina in global soybean meal exports in 2023 - DatamarNews+2.6%
2022. 3. 13.Argentina Tries to Hold Onto Soybean Supplies | Red River Farm Network-1.3%

대두박▲상승현재까지1d +0.9%5d +4.1%20d +1.0%

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. 10.Soybean derivatives supply under pressure as Argentina, Brazil face headwinds - DatamarNews+2.5%
2023. 5. 8.Argentina’s soybean crushers likely to face headwinds until next harvest: Bunge-0.8%
2023. 7. 18.Brazil to surpass Argentina in global soybean meal exports in 2023 - DatamarNews+2.6%
2022. 3. 13.Argentina Tries to Hold Onto Soybean Supplies | Red River Farm Network-1.7%
2023. 10. 23.Brazil Soybean Planting Slows as Dry Conditions Spread+5.2%

대두유▲상승현재까지1d -0.0%5d +1.2%20d -3.7%

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. 10.Soybean derivatives supply under pressure as Argentina, Brazil face headwinds - DatamarNews-2.0%
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%
2022. 4. 5.FEATURE: 'Perfect storm' hampers Argentina's 2021-22 soybean crop start-2.2%

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 ▸

——— · ·

대두박 SBM · GP ▸

——— · ·

불러오는 중…