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Rabobank expects fishmeal prices to ease in 2024 as Peruvian anchovy fishing conditions improve in the first half of the year. The second Peruvian anchovy season (November 2023 to January 2024) reached a 75% catch rate, and a larger price correction is anticipated in April.
NOAA has also shifted its El Niño forecast toward weakening, with normal conditions expected from April.
Improved Peruvian anchovy catches should lift fishmeal supply and push prices lower from a tight 2023 base, reducing feed cost pressure on buyers. Softer fishmeal may also weigh on soybean meal sentiment as a substitute.
agnavigator.comJane Byrne2024年2月2日历史可比事件尚不足，暂无法给出历史解读。
在过去 118 次看跌的天气事件之后，豆粕 在 5 个交易日内中位数变动 -0.8%（35% 上涨；中间一半区间为 -3.2% 至 +0.4%），20 个交易日内为 -1.6%。
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。
