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Argentina's 2022-23 soybean crop is now estimated at 21.25 million tonnes by the USDA Foreign Agricultural Service, a further downward revision. The estimate sits 3.75 million tonnes below the USDA's official July WASDE projection, as drought lowered yields.
Crush, domestic consumption and ending stocks were all cut.
A smaller Argentine crop reduces crush and meal output from a major exporter, tightening global soybean meal supply and supporting prices. Expected rebound in 2023-24 limits the longer-term impact.
world-grain.comJohn Reidy2023年7月21日在过去 1,079 次看涨的天气事件之后，大豆 在 5 个交易日内中位数变动 +0.3%（54% 上涨；中间一半区间为 -1.4% 至 +2.0%），20 个交易日内为 +0.9%。
在过去 453 次看涨的天气事件之后，豆粕 在 5 个交易日内中位数变动 +0.5%（55% 上涨；中间一半区间为 -1.6% 至 +2.7%），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。
