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USDA's December WASDE cut Brazil's 2023-24 soybean crop estimate by 2 million tons but raised the 2022-23 crop by the same amount, carrying that over as carry-in supply. Exports for the current crop were raised by 2 million tons, and the net effect was roughly neutral.
Soybean futures saw some profit-taking after the report.
The offsetting revisions leave total Brazilian soybean supply largely unchanged, so the effect on soybean meal and oil prices is limited. Brazil's final crop size will still depend on the next 45 days of harvest.
在过去 563 次中性的报告事件之后,大豆 在 5 个交易日内中位数变动 -0.1%(48% 上涨;中间一半区间为 -1.7% 至 +1.6%),20 个交易日内为 -0.1%。
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。