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IFFO reports that Peruvian fishing has been largely closed this year to protect fish stocks during El Niño, with only a handful of fishing days authorized versus a typical two-month season. Peru's fishmeal output fell by half in the first five months of 2023, and other producers such as South Africa cannot fill the gap.
Peru accounts for about 20% of world fishmeal output, so the shortfall tightens global supply of fishmeal and fish oil. Buyers should expect firm fishmeal prices and added demand for soybean meal as a replacement protein.
历史可比事件尚不足,暂无法给出历史解读。
在过去 453 次看涨的天气事件之后,豆粕 在 5 个交易日内中位数变动 +0.5%(55% 上涨;中间一半区间为 -1.6% 至 +2.7%),20 个交易日内为 +0.5%。
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。