Улучшение состояния посевов сои в США и увеличение предложений рапса давит на соевые котировки

게시됨 2022년 8월 4일

Tridge 요약

The article discusses the impact of weather and political factors on the soybean market. In the US, despite potential crop damage from heatwaves, large soybean crops are expected due to favorable weather and increased export prospects. However, future price pressures are anticipated due to tensions with China, which could lead to reduced US soybean purchases. In Brazil, favorable weather conditions are expected to boost soybean production to 152.6 million tons for the upcoming season. In contrast, uneven rainfall has damaged soybean crops in Ukraine, potentially reducing harvest prospects. The article also mentions the impact of the strong dollar on purchase prices for soybeans in Ukraine and the possibility of lowered demand for soybean meal in the EU due to increased supply of rapeseed and rapeseed meal.

면책 조항: 위의 요약은 정보 제공 목적으로 Tridge 자체 학습 AI 모델에 의해 생성되었습니다.

원본 콘텐츠

The weather in the US, the largest soybean producer in the Northern Hemisphere, is helping the crops grow. And political tensions between America and China could add to price pressures soon, especially as global rapeseed and canola production forecasts are raised. Additionally, quotes are under pressure from a further decline in palm oil prices and another decision by the Indonesian authorities to reduce the reference price for oil for calculating export duties, as well as an increase in permission for exporters to sell oil abroad by 9 times more than in the domestic market (previously it was in 7 times). September futures for palm oil on the stock exchange in Malaysia yesterday fell by 5.7% to 3841 ringgit/t or $862/t, having lost 11.3% in two sessions. A heat wave in the US last week may have affected soybean crops, but according to Crop Progress as of July 31, the number of crops in good or excellent condition increased by 1% to 60%, the same as a year ago. Heat and rain ...

출처: Oilworld