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A draft of the European Commission's upcoming protein strategy, expected 1 July, highlights a plant protein trade deficit of about 13.9 million tonnes, mostly used in animal feed. It calls for more domestic protein crop production using CAP funds and other tools.
A push for domestic protein crops could gradually reduce EU import demand for soybean meal and other plant proteins over the longer term. The draft is unfinished, so near-term price effects are limited.
在过去 223 次看跌的政策事件之后,豆粕 在 5 个交易日内中位数变动 -0.3%(45% 上涨;中间一半区间为 -2.2% 至 +1.2%),20 个交易日内为 -0.6%。
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。