Brazil's soybean ending stocks revised down

게시됨 2024년 3월 25일

Tridge 요약

The 2024 outlook for the soybean market indicates a significant 40% reduction in ending stocks from the previous season, with exports expected to decrease from 101.86 million tonnes in 2023 to 94 million tonnes. Despite a slight 1% increase in the amount crushed, reaching 54.3 million tonnes, and a substantial rise in imports to 650 thousand tonnes from 181 thousand tonnes, the total demand for soybeans is projected to fall by 5% to 151.3 million tonnes. Soybean meal production is set to slightly increase, while exports of soybean meal and oil are anticipated to decline, with soybean oil production remaining stable and domestic consumption increasing.
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원본 콘텐츠

Although changes were minimal to the overall supply and demand picture, ending stocks were reduced by 40% compared to the previous season. Soybean exports are expected to total 94 million tonnes in 2024, down from 101.86 million tonnes in 2023. Additionally, 54.3 million tonnes are forecast to be crushed in 2024, a marginal increase of 1% compared to the previous year. Safras projects imports of 650 thousand tons in 2024, in contrast to 181 thousand tons in 2023. In relation to total demand, a decrease of 5% is expected compared to the previous year, totaling 151.3 million tons. Soybean meal production is expected to increase slightly to 41.68 million ...

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