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Oilseed crushers and renewable diesel processors face a looming US soybean meal glut as Argentine production recovers to normal levels. The USDA FAS reported record US soybean meal exports of 14.52 million tonnes in 2023-24.
With Argentine supply returning and US crush expanding, surplus meal is likely to pressure soybean meal and canola meal prices lower in the coming months.
在过去 384 次看跌的贸易事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(47% 上涨;中间一半区间为 -1.7% 至 +1.6%),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。
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。