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Rabobank's Global Animal Protein Outlook 2023 expects fish oil and fishmeal prices to ease from 2022 highs as supply increases. Peru's December–March anchovy quota was set 11.5% above the prior year, and European quotas are improving.
Fishmeal reached about US$1,600/tonne and fish oil surpassed US$3,000/tonne in 2022.
Larger Peruvian and European quotas add supply to marine proteins, which should pressure fishmeal and fish oil prices lower from record levels. Rabobank cautions that tight terrestrial feed supplies could limit the decline.
历史可比事件尚不足,暂无法给出历史解读。
在过去 250 次中性的报告事件之后,豆粕 在 5 个交易日内中位数变动 -0.1%(49% 上涨;中间一半区间为 -1.6% 至 +1.7%),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。