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Indian soymeal exports more than doubled in fiscal 2020/21 to 1.546 million tonnes, driven by tighter Argentine and Brazilian supply and US and European demand for non-GMO meal. Shipments are now slowing because Indian meal is priced well above competing origins, at about $800 per tonne versus $500-550 elsewhere.
Higher Indian meal prices push buyers toward other origins, which keeps global soymeal demand concentrated on Argentina and Brazil and supports prices there; Indian supply should recover after October.
在过去 224 次中性的贸易事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(43% 上涨;中间一半区间为 -1.7% 至 +1.2%),20 个交易日内为 -0.2%。
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。