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Tridge reports that EU canola output likely fell to a 14-year low due to poor weather, with Ukraine also hit. Strong crops in Australia and Canada are not expected to offset the shortfall, and global canola stocks could fall to half of two years ago.
A tight global canola balance supports canola meal and oil prices and may increase demand for substitute protein meals such as soybean meal.
历史可比事件尚不足,暂无法给出历史解读。
在过去 453 次看涨的天气事件之后,豆粕 在 5 个交易日内中位数变动 +0.5%(55% 上涨;中间一半区间为 -1.6% 至 +2.7%),20 个交易日内为 +0.5%。
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%。
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。