
The USDA FAS forecasts Argentina will export 8.2 million tonnes of soybeans in the current year, up 5% and the highest since 2019-20. China has shifted purchases to Brazil and Argentina, and recently agreed to resume US soybean imports, pledging 12 million tonnes this year and 25 million annually for three years.
Argentina's export tax on soybeans was cut 2 points to 24%, which FAS does not expect to materially change planting.
Stronger Argentine export flows add supply to global soymeal and oil markets, while renewed China purchases of US beans support the US soybean complex and reduce Argentina's export advantage.
在过去 803 次看跌的贸易事件之后,大豆 在 5 个交易日内中位数变动 +0.0%(51% 上涨;中间一半区间为 -1.7% 至 +1.7%),20 个交易日内为 +0.9%。
在过去 384 次看跌的贸易事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(47% 上涨;中间一半区间为 -1.7% 至 +1.6%),20 个交易日内为 -0.5%。
在过去 152 次看跌的贸易事件之后,豆油 在 5 个交易日内中位数变动 -0.2%(47% 上涨;中间一半区间为 -2.1% 至 +2.1%),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。