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Analysts told S&P Global Platts that prolonged drought in Brazil and Argentina will likely boost U.S. soybean export demand in 2022. SOYBEX FOB New Orleans was assessed at $555.93 per tonne on January 24, up 8% on the month.
USDA and Conab have both cut Brazilian output forecasts.
Each million tonne drop in Brazilian output could shift an equal volume of demand to U.S. exports, supporting U.S. soybean prices. Brazil still forecasts a near-record crop, limiting upside.
ukragroconsult.com2022年1月27日在过去 1,079 次看涨的天气事件之后，大豆 在 5 个交易日内中位数变动 +0.3%（54% 上涨；中间一半区间为 -1.4% 至 +2.0%），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。
