Rapeseed prices have hit records after four straight years of EU stock depletion, reduced UK planting, and Neonicotinoid restrictions. The recent rally was catalysed by a drought that cut Canadian canola stocks to a forecast 691 kt by end-2021/22.
Tight soybean supplies and palm oil supply issues have also lifted vegetable oil markets.
Tight canola and rapeseed supplies are pushing vegetable oil and biodiesel feedstock prices higher, which raises the cost of oilseed-based inputs. Analysts warn prices look overvalued ahead of the palm, US soy and Australian canola export seasons.
历史可比事件尚不足,暂无法给出历史解读。
在过去 184 次看涨的天气事件之后,豆油 在 5 个交易日内中位数变动 +0.3%(53% 上涨;中间一半区间为 -1.9% 至 +2.4%),20 个交易日内为 -0.5%。
在过去 181 次看涨的天气事件之后,棕榈油 在 5 个交易日内中位数变动 +0.5%(56% 上涨;中间一半区间为 -0.9% 至 +1.9%),20 个交易日内为 +0.3%。
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。