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Brazil and Canada have expanded soybean exports to China during the US-China tariff dispute. Brazilian soy exports rose 85.2% year over year in the first two months of 2019, and Canada quadrupled its January soy shipments to China.
US soybean stocks in storage remain high because of low export sales.
Brazilian and Canadian gains lock in Chinese demand that might otherwise go to US soybeans, which keeps US export prices under pressure. High US stocks could push prices lower if tariffs are lifted.
supplychaindive.comEmma Cosgrove2019年3月13日在过去 803 次看跌的贸易事件之后，大豆 在 5 个交易日内中位数变动 +0.0%（51% 上涨；中间一半区间为 -1.7% 至 +1.7%），20 个交易日内为 +0.9%。
历史可比事件尚不足，暂无法给出历史解读。
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。
