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SEI and Global Canopy researchers argue that traceable supply chains are needed to halt deforestation linked to soy and other commodities. They note that soy production has grown from about 27 million to about 350 million metric tons since 1960, and that China and the EU are the main export markets.
Growing demand for traceable soy, and the expansion into Brazil's Cerrado, could raise compliance costs for soy meal supply over time. Their commentary is not a near-term price driver.
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%。
在过去 224 次中性的贸易事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(43% 上涨;中间一半区间为 -1.7% 至 +1.2%),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。