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The US soybean processing industry is in its biggest expansion in 20 years, with new crush plants in Aberdeen, Michigan, and proposed projects in North Dakota and Minnesota. CoBank economist Will Secor expects domestic users to absorb only about 40% of meal in the first year of the new plants, versus roughly 75% typically.
He expects more meal to be shipped from the Pacific Northwest, mainly to Southeast Asia.
Surplus meal from new capacity should pressure soybean meal prices and widen basis, with exports to Southeast Asia needed to clear it. Buyers in the Pacific Northwest may see improved meal basis as supply grows.
rrfn.comDon Wick2019年2月8日在过去 384 次看跌的贸易事件之后，豆粕 在 5 个交易日内中位数变动 -0.2%（47% 上涨；中间一半区间为 -1.7% 至 +1.6%），20 个交易日内为 -0.5%。
在过去 250 次中性的贸易事件之后，大豆 在 5 个交易日内中位数变动 +0.0%（50% 上涨；中间一半区间为 -1.4% 至 +1.6%），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。
