Cornbelt Marketing analyst Sam Hudson says US soybean demand remains strong despite higher prices, with crush and export programs not yet rationing. Strikes at Argentine crush plants are supporting the market, and US November crush hit a record.
Robust crush and export demand, plus reduced Argentine meal output, support soybean and soymeal prices and make rationing unlikely before 2021 Q2 or Q3.
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 342 次看涨的贸易事件之后,豆粕 在 5 个交易日内中位数变动 +0.1%(51% 上涨;中间一半区间为 -1.1% 至 +2.6%),20 个交易日内为 +0.6%。
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。
Strong US crush and export demand plus Argentine crush plant strikes supported the soy complex and meal prices during the window.