
Itaú BBA's June Agro Monthly says soybean oil was the standout of the complex in May, driven by crude oil and expected biodiesel mandates including Indonesia's B50 and possible Malaysian B15. Meal faces weaker prospects from rising global crush and export competition, with excess supply expected to pressure prices in the second half of the year.
Strong biofuel-linked oil demand supports crush economics, but growing meal supply from major exporters points to lower meal prices and softer margins for feed buyers.
在过去 296 次看涨的报告事件之后,豆油 在 5 个交易日内中位数变动 -0.0%(49% 上涨;中间一半区间为 -1.8% 至 +2.0%),20 个交易日内为 -0.5%。
在过去 399 次看跌的报告事件之后,豆粕 在 5 个交易日内中位数变动 -0.4%(44% 上涨;中间一半区间为 -2.4% 至 +1.2%),20 个交易日内为 -1.0%。
在过去 149 次看涨的报告事件之后,棕榈油 在 5 个交易日内中位数变动 +0.5%(57% 上涨;中间一半区间为 -1.1% 至 +1.8%),20 个交易日内为 +0.8%。
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。