
A USDA Foreign Agricultural Service report expects Argentina to plant 17.5 million hectares of soybeans in 2020-21, down 500,000 hectares, as higher export taxes erode margins and farmers shift to sunflower, wheat, corn and other crops. Soybean production is pegged at 51 million tonnes, with whole bean exports projected to rise 38.5% to 9 million tonnes.
Higher Argentine export taxes cut soybean profitability and acreage, tightening the export outlook for soybeans and meal. Reduced Argentine supply supports meal and oil prices while the shift to other crops adds some offsetting supply.
在过去 356 次看涨的政策事件之后,大豆 在 5 个交易日内中位数变动 +0.1%(53% 上涨;中间一半区间为 -1.2% 至 +2.3%),20 个交易日内为 -0.9%。
在过去 172 次看涨的政策事件之后,豆粕 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -1.5% 至 +1.7%),20 个交易日内为 -0.8%。
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。