StoneX's Canada market outlook reports that China is maintaining its zero-COVID policy, and traders are debating what this means for Chinese canola imports. Many had hoped China would return to buying about four million tonnes of canola in the next marketing year.
Canola was trading roughly $150 to $200 per tonne over soybeans, which StoneX says favors canola over soybeans for Chinese buyers.
Uncertainty over Chinese canola demand weighs on canola prices, while a wide canola premium over soybeans supports strong domestic crush. Canola meal supply from crushing may remain ample even if exports are lower.
历史可比事件尚不足,暂无法给出历史解读。
在过去 250 次中性的贸易事件之后,大豆 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -1.4% 至 +1.6%),20 个交易日内为 -0.2%。
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。