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Brazil exported a record 10.4 million tonnes of soybean meal in the first half of 2022, up 28% year on year, according to government data. Abiove forecasts full-year 2022 meal exports of 18.5 million tonnes, despite a smaller soybean crop of 124 million tonnes and expected crushing of 48.3 million tonnes.
Heavy Brazilian meal exports add supply to global markets, which is bearish for soymeal prices. Lower domestic meat-driven meal use is the cause, and buyers may find more export-priced meal available.
在过去 384 次看跌的贸易事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(47% 上涨;中间一半区间为 -1.7% 至 +1.6%),20 个交易日内为 -0.5%。
在过去 803 次看跌的贸易事件之后,大豆 在 5 个交易日内中位数变动 +0.0%(51% 上涨;中间一半区间为 -1.7% 至 +1.7%),20 个交易日内为 +0.9%。
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。