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According to a USDA GAIN report dated December 4, Argentina imported over 3.5 million tonnes of soybeans in 2017-18, up 135% year on year, with imports possibly reaching 5.5 million tonnes. USDA projects 2018-19 Argentine soybean output at 56 million tonnes, up from 36 million tonnes, as weather improves.
Heavy Argentine imports to rebuild domestic crush and the expected output rebound shift global soybean trade flows, and the export tax change favoring whole beans affects meal and oil supply.
在过去 696 次看涨的贸易事件之后,大豆 在 5 个交易日内中位数变动 +0.3%(54% 上涨;中间一半区间为 -1.3% 至 +1.9%),20 个交易日内为 +0.7%。
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%。
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。