
Dry weather in Ukraine and Russia has cut the combined sunflowerseed forecast by 5.5 million tons since May, leaving global output 5.3 million tons below 2019/20. Declines are also forecast for the EU, Kazakhstan, Turkey and Argentina, though the global crop remains the third largest on record.
Russia and Ukraine supply over three-quarters of traded sunflower meal and oil, so the shortfall tightens global protein meal and vegetable oil supplies. Meal and oil prices are likely to stay firm.
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。