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The Dow and S&P 500 fell sharply the week of 16 March 2020 as COVID-19 fears deepened, and crude oil fell further amid a price war. Soybean meal and bean oil spiked late in the week after several Argentine export locations shut down over COVID-19 concerns.
Argentine port shutdowns cut soymeal and soyoil export supply, supporting meal prices for feed buyers, while lower crude weighs on ethanol margins and corn.
andersonsgrain.com2020年3月20日在过去 167 次看涨的物流事件之后，豆粕 在 5 个交易日内中位数变动 +0.5%（54% 上涨；中间一半区间为 -1.8% 至 +2.9%），20 个交易日内为 -1.2%。
在过去 85 次看涨的物流事件之后，豆油 在 5 个交易日内中位数变动 +0.7%（64% 上涨；中间一半区间为 -1.3% 至 +2.7%），20 个交易日内为 +3.1%。
在过去 206 次看涨的物流事件之后，大豆 在 5 个交易日内中位数变动 +0.5%（56% 上涨；中间一半区间为 -1.3% 至 +2.6%），20 个交易日内为 +1.4%。
在过去 359 次看跌的物流事件之后，玉米 在 5 个交易日内中位数变动 -0.3%（44% 上涨；中间一半区间为 -1.5% 至 +1.5%），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。
Argentine export location shutdowns over COVID-19 threatened the world's top soymeal export supply, spiking meal late in the week of the move.
Soybean meal and oil spiked after Argentine export locations shut down over COVID-19, tightening South American export supply.
The prior week's spike on Argentine export shutdowns built a large risk premium that left meal vulnerable to a sharp pullback once those fears eased.
Soymeal spiked after Argentine export locations shut down over COVID-19, which reflects the supply shock behind the rally, although the wrap covers the full week.
