
Brazilian soybean farmers are holding back their crops rather than selling, expecting prices to rise as global supplies tighten. Brokers and buyers also cite fears that La Niña could limit the next South American crop and that domestic political tensions could weaken the real.
The farmers aim to pressure exporters and processors into paying more.
Reduced farmer selling tightens the physical soybean supply available to exporters and crushers, which supports international soy and meal prices. A weaker real would also make Brazilian exports cheaper, partly offsetting that support.
在过去 696 次看涨的贸易事件之后,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 -1.3% 至 +1.9%),20 个交易日内为 +0.7%。
在过去 16 次看涨的贸易事件之后,巴西雷亚尔(每 USD 的 BRL) 在 5 个交易日内中位数变动 -0.3%(44% 上涨;中间一半区间为 -1.4% 至 +1.9%),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。