NOPA Crush预计将是高创纪录的

巴西预计将在下个赛季种植大豆的数量

中国对大豆的需求增加已将AG咨询公司Safras＆Mercados的预计土地数量提高了2.3％。他们预计将在2018/19的生长季节种植8890万英亩的大豆。美国农业部的面积报告使我们在本赛季为8,960万英亩的豆子种植了英亩土地。在政府要求卡车司机的价格下限之后的波动货运率可能会在即将到来的农作物年中继续使巴西出口计划复杂化。

美国大豆股票预计以创纪录的高度，价格为10年低点

美国农业部上周WASDE报告显示公关ojected 580 million bushel ending stocks number for new crop soybeans. If actualized, this would be the largest ending stocks total ever, surpassing the 574 million bushels from 2006/07.

美国农业部将豆出口削减了2.5亿蒲式耳，这是与中国持续的贸易战争的结果。在星期五的会议上，七月大豆的交易低至8.38美元，低十年低，在一周中下跌了6％。

NOPA June Crush预计每月的记录将是创纪录的，上午11点发布。CST

Analysts expect the NOPA soybean crush numbers for June at 159.637 million bushels. This would be a 15.6% increase compare to June 2017. Soybean crush margins have remained very strong and processors continue to run hard, as May 2018 was also a record high for the month at 163.572 million bushels crushed. Soyoil stocks are also expected to draw down by 2.6% to 1.807 million lbs, which would be the lowest since January 2018.

交易期货，套期保值和猜测的风险可能很大。FBN BR LLC（NFA ID：0508695）

-凯文·麦克纽（Kevin McNew）