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USDA forecasts Brazil will export 21.5 million tonnes of soybean meal in 2023, up 6%, and become the world's largest meal exporter ahead of Argentina. Argentina's meal exports are forecast to fall 20% after drought cut its crop, with crush forecast at 21.4 million tonnes from 30 million.
Argentina's drought-driven drop removes meal supply from the world market, while Brazil's larger exports offset part of it. Net, meal supply is steady to slightly firmer for importers.
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%。
在过去 1,079 次看涨的天气事件之后,大豆 在 5 个交易日内中位数变动 +0.3%(54% 上涨;中间一半区间为 -1.4% 至 +2.0%),20 个交易日内为 +0.9%。
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。