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FEFAC estimates the EU could face a soybean meal deficit of at least 5 million tons in MY 2026/27, around 20% of consumption. The shortfall would strengthen demand for rapeseed and sunflower meal, with extra sourcing costs of about 449 million euros.
Drought, Black Sea disruption and EUDR rules are cited as risks.
A soymeal shortfall pulls buyers toward rapeseed and sunflower meal, which should firm those prices and raise feed costs for EU livestock producers.
ukragroconsult.com2026年9月17日在过去 414 次看涨的报告事件之后，豆粕 在 5 个交易日内中位数变动 -0.1%（48% 上涨；中间一半区间为 -2.1% 至 +2.3%），20 个交易日内为 +0.3%。
历史可比事件尚不足，暂无法给出历史解读。
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。
