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The May 12 USDA WASDE projected 2025-26 US soybean ending stocks at 295 million bushels, well below the 362 million expected by the trade. The estimate assumes a record 52.5 bushel-per-acre yield, and DTN warns that a 51 bushel yield would push carryover to levels not seen since 2013.
Tight projected carryout from a bullish surprise supports soybean prices, and any yield shortfall in drought-affected Corn Belt areas would tighten supplies further. Feed costs for soymeal users could rise accordingly.
dtnpf.comMitch Miller2025年5月15日在过去 747 次看涨的报告事件之后，大豆 在 5 个交易日内中位数变动 +0.3%（54% 上涨；中间一半区间为 -1.4% 至 +2.1%），20 个交易日内为 +0.8%。
在过去 414 次看涨的报告事件之后，豆粕 在 5 个交易日内中位数变动 -0.1%（48% 上涨；中间一半区间为 -2.1% 至 +2.3%），20 个交易日内为 +0.3%。
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。
