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IFFO reports that El Niño is significantly reducing marine raw material availability in Peru and Chile. Peru typically supplies about 20% of world fishmeal, and its North-Central anchovy season was suspended on 10 June with only about 25% of the quota caught.
Tighter fishmeal supply from Peru pushes up protein meal costs for feed buyers, and El Niño is forecast to persist into early 2027, extending the squeeze.
在过去 67 次看涨的疫病事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(46% 上涨;中间一半区间为 -1.7% 至 +1.9%),20 个交易日内为 +0.4%。
历史可比事件尚不足,暂无法给出历史解读。
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。