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Argentina's 2023-24 soybean crop is forecast at 49.7 million tonnes, nearly double the prior year, and Argentina is expected to regain the top spot in soymeal exports. USDA projects Brazil's meal export share falling to 29.4% and US share rising to 20.5%.
Argentina's crushing industry aims to return to about 36 million tonnes of annual crush.
A much larger Argentine crop and crush increases global meal supply and export competition, which pressures soymeal prices. Stronger Brazilian and US competition for market share limits any export premium.
fastmarkets.comLeticia Pakulski, Eduardo Tinti, Marcela Caetano, the Fastmarkets team2024年4月29日在过去 399 次看跌的报告事件之后，豆粕 在 5 个交易日内中位数变动 -0.4%（44% 上涨；中间一半区间为 -2.4% 至 +1.2%），20 个交易日内为 -1.0%。
在过去 788 次看跌的报告事件之后，大豆 在 5 个交易日内中位数变动 -0.3%（47% 上涨；中间一半区间为 -2.0% 至 +1.5%），20 个交易日内为 -0.9%。
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。
