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Vietnamese shrimp and fish producers are seeking alternative fishmeal sources because of an expected shortage of Peruvian supply. Peru cancelled its anchovy season in June due to El Niño.
Some suppliers have already announced price increases.
Vietnam's aquaculture sector is a sizable fishmeal buyer, so its search for substitutes adds demand pressure on other protein meals. Higher fishmeal prices are expected to persist through the second half of 2023.
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。