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Peru's anchovy fleet has been tied up in port since early February due to El Niño's impact on the fish resource. The canceled season costs the industry about $1 billion, and fishmeal plants have shut down for the first time in 30 years.
Peru is the largest source of fishmeal, so the shutdown removes a major share of global marine protein supply. Tighter fishmeal supply should lift prices for fishmeal and push feed buyers toward soybean meal and other substitutes.
历史可比事件尚不足,暂无法给出历史解读。
在过去 67 次看涨的疫病事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(46% 上涨;中间一半区间为 -1.7% 至 +1.9%),20 个交易日内为 +0.4%。
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。