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Oil World's market update says global soybean supply is sufficient for demand this season despite South American drought, which pressures soybean meal and soybean prices. EU rapeseed crushers will rely on large Canadian and Australian imports in January to June 2025 because EU supply is short.
EU rapeseed production is expected to recover in 2025 but stay below potential after lower plantings.
Ample global soybean supply keeps soymeal under pressure, while EU import needs support rapeseed and canola demand in the second half of the season. Lower EU plantings limit how much new supply can cap prices next season.
rapool.com2025年1月20日在过去 399 次看跌的报告事件之后，豆粕 在 5 个交易日内中位数变动 -0.4%（44% 上涨；中间一半区间为 -2.4% 至 +1.2%），20 个交易日内为 -1.0%。
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%。
历史可比事件尚不足，暂无法给出历史解读。
历史可比事件尚不足，暂无法给出历史解读。
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。
