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Canadian canola crushers say capacity utilization fell to 65% after China's tariffs but has recovered to about 90%, near normal. Crush capacity is set to expand to 15 million tonnes in 2026, driven mainly by biofuel demand.
Higher crush supports demand for canola meal and oil, but the loss of Chinese export outlets keeps meal supply heavy, a mixed price signal.
历史可比事件尚不足,暂无法给出历史解读。
在过去 224 次看涨的贸易事件之后,豆油 在 5 个交易日内中位数变动 +0.4%(54% 上涨;中间一半区间为 -1.5% 至 +2.1%),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。