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USDA's January WASDE raised the 2021/22 soybean oil extraction rate to 11.83 lb per bushel and cut the meal rate to 47.0 lb. The change is linked to a very hot 2021 July-September in the US Soybean Belt, which reached 72.7°F.
Higher oil yield and lower meal yield shift the crush product mix toward oil and away from meal. This affects the relative supply and pricing of soybean oil and soybean meal.
在过去 18 次中性的天气事件之后,豆油 在 5 个交易日内中位数变动 +2.6%(72% 上涨;中间一半区间为 -0.4% 至 +3.5%),20 个交易日内为 +3.6%。
在过去 55 次中性的天气事件之后,豆粕 在 5 个交易日内中位数变动 -0.1%(47% 上涨;中间一半区间为 -1.7% 至 +1.5%),20 个交易日内为 +0.1%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。