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India's ethanol expansion has pushed DDGS output up about 13-fold in two years to an estimated 5.5 million tonnes in 2025. The glut is weakening oilmeal demand and depressing oilseed prices.
Farmers are shifting acreage from soybeans and groundnuts to corn and rice.
Cheap DDGS replacing oilmeal in feed lowers soybean meal demand and oilseed prices in India, while adding pressure to edible oil self-sufficiency goals.
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%。
在过去 369 次看跌的政策事件之后,大豆 在 5 个交易日内中位数变动 -0.2%(46% 上涨;中间一半区间为 -1.7% 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。