
Truck arrivals at Rosario, Argentina's main grains port, carrying soybeans and corn fell to the lowest level in at least 22 years in March-May. The drop follows a historic drought that cut soybean output 49% and corn output 37% from the previous season.
The Rosario exchange forecasts 21.5 million tonnes of soybeans and 32 million tonnes of corn.
Sharply lower Argentine supply of soybeans, corn and meal reduces global export availability and supports prices. Brazil may gain share in soy exports as a result.
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 1,465 次看涨的天气事件之后,玉米 在 5 个交易日内中位数变动 +0.2%(54% 上涨;中间一半区间为 -1.4% 至 +1.9%),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。
Record-low truck arrivals at Rosario on 2023-06-13 signal tight Argentine soy and meal export supply, which supports global meal prices right before the 4.43% jump.