FOB soybean oil prices in South America fell to their lowest level in more than two years, down about 20% in 2023 while CBOT futures lost 15%. Prompt premiums were unusually low at minus 980 points to May CBOT on March 22 compared with positive levels a year earlier.
Brazil's new biodiesel mandate, rising to B15 by 2026, disappointed industry participants expecting a faster increase.
Weak South American oil values and basis reduce crusher margins and pressure soybean oil prices, while the slower biodiesel blend path limits domestic demand support. Lower oil values may push crushers toward more meal output.
在过去 351 次看跌的政策事件之后,豆油 在 5 个交易日内中位数变动 -0.0%(49% 上涨;中间一半区间为 -1.7% 至 +1.8%),20 个交易日内为 -0.2%。
在过去 172 次看涨的政策事件之后,豆粕 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -1.5% 至 +1.7%),20 个交易日内为 -0.8%。
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。