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Allendale analyst Rich Nelson says the avian flu outbreak on a Tennessee broiler farm is not a major market-moving event at this point. He does not expect new bans beyond those already in place, apart from South Korea and perhaps one or two others.
He warns that continued outbreaks could affect feed markets, including corn and soymeal.
Limited trade fallout means little near-term change in feed demand. Continued spread could raise poultry-related feed demand concerns later in 2017.
在过去 145 次中性的疫病事件之后,玉米 在 5 个交易日内中位数变动 +0.4%(58% 上涨;中间一半区间为 -1.2% 至 +1.7%),20 个交易日内为 +0.0%。
在过去 98 次中性的疫病事件之后,豆粕 在 5 个交易日内中位数变动 -0.2%(44% 上涨;中间一半区间为 -1.9% 至 +1.5%),20 个交易日内为 -0.4%。
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。