
Argentina's soybean sales doubled in the first 18 days of June from a year earlier to 4.71 million tons as farmers rushed to close deals before export taxes rose on July 1. Soybean tax is set to rise from 26% to 33%, with soy oil and meal going from 24.5% to 31%.
Analysts said deals could stall abruptly in July once the lower rate expires.
Front-loaded Argentine sales tighten near-term export availability for soymeal and soyoil, supporting prices, while a post-deadline lull could weigh on export flows and offer later in the summer.
在过去 356 次看涨的政策事件之后,大豆 在 5 个交易日内中位数变动 +0.1%(53% 上涨;中间一半区间为 -1.2% 至 +2.3%),20 个交易日内为 -0.9%。
在过去 172 次看涨的政策事件之后,豆粕 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -1.5% 至 +1.7%),20 个交易日内为 -0.8%。
在过去 842 次看涨的政策事件之后,豆油 在 5 个交易日内中位数变动 +0.2%(52% 上涨;中间一半区间为 -1.6% 至 +2.1%),20 个交易日内为 -0.5%。
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。