
A Fats and Proteins Research Foundation review reports US livestock feed use of animal protein meals fell 25% and animal fats fell 39%, with total rendered ingredient use dropping from 9.75 million to 5.28 million short tons between 2019 and 2023. Biofuel demand, exports, and fat price volatility are cited as causes, with soybean meal gaining share.
Lower rendered ingredient use shifts demand toward soybean meal and other plant proteins, which is bearish for MBM and animal fats and supportive for soymeal.
历史可比事件尚不足,暂无法给出历史解读。
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%。
在过去 114 次中性的报告事件之后,豆油 在 5 个交易日内中位数变动 +0.1%(52% 上涨;中间一半区间为 -1.7% 至 +1.4%),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。