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An analyst expects a burdensome canola carryout in 2025-26 unless China eases tariffs or the US changes biofuel feedstock import rules. He forecasts canola exports of 6.6 million tonnes, down from 9.3 million last year, after a record 21.8 million tonne crop.
Heavy supplies and reduced export outlets point to lower canola prices and more meal and oil pushed into domestic crush, pressuring the complex.
历史可比事件尚不足,暂无法给出历史解读。
在过去 81 次中性的贸易事件之后,豆油 在 5 个交易日内中位数变动 +0.3%(56% 上涨;中间一半区间为 -1.6% 至 +1.8%),20 个交易日内为 +0.9%。
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。