
USDA's July WASDE cut its outlook for U.S. soybean exports by 65 million bushels and domestic crush by 10 million bushels. The agency projected 2022/23 ending soybean stocks at 230 million bushels, above analyst expectations of 211 million.
Soybean futures fell to session lows as the most-active contract dropped about 4.3%.
Lower export and crush demand, driven by large South American harvests, points to heavier U.S. supplies and softer soybean and soymeal prices. Reduced crush also means less soymeal and oil output for feed buyers.
在过去 788 次看跌的报告事件之后,大豆 在 5 个交易日内中位数变动 -0.3%(47% 上涨;中间一半区间为 -2.0% 至 +1.5%),20 个交易日内为 -0.9%。
在过去 399 次看跌的报告事件之后,豆粕 在 5 个交易日内中位数变动 -0.4%(44% 上涨;中间一半区间为 -2.4% 至 +1.2%),20 个交易日内为 -1.0%。
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。
USDA cut soybean export and crush outlooks and ending stocks came in above expectations at 230 million bushels, so futures fell about 4.3%, with the reduced crush also affecting meal supply.