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Maplecroft reports that Brazil's Amazon deforestation reached a 15-year high in the year to August 2021 and is expected to exceed 10,000 km2 in 2022. It notes Brazil's foreign ministry opposed the EU Parliament's deforestation bill as potentially discriminatory, ahead of the October 30 election.
Rising Amazon clearing and Brazilian resistance to EU rules raise the risk of tighter EU access for Brazilian soy and beef, which could support non-Brazilian supply and EU premiums.
在过去 356 次看涨的政策事件之后,大豆 在 5 个交易日内中位数变动 +0.1%(53% 上涨;中间一半区间为 -1.2% 至 +2.3%),20 个交易日内为 -0.9%。
在过去 102 次中性的政策事件之后,活牛 在 5 个交易日内中位数变动 +0.6%(63% 上涨;中间一半区间为 -0.7% 至 +1.2%),20 个交易日内为 +1.3%。
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。