俄罗斯法规可能会减慢出口速度并增加出口谷物的成本。
在the overnight session corn continued trading lower finishing down 3 cents going into the morning pause. Soybeans which traded a 13 ¼ cent range last night, added 1 ¼ cents to the closing price on Friday, and wheat improved 1 ¼ cents as well. Soybeans had a particularly negative session on Friday, falling 33 cents with below average daily volume. Be wary of a bounce early in the session today as many traders are back from their Thanksgiving travels. However, a bounce in this morning’s trade session might be a good time to price soybeans if you are looking to lock in prices in the near-term.
俄罗斯正在引入新的法规,该法规将遏制谷物出口的出口。去年卢布的下降和收获的丰收收成,出口蓬勃发展,目前在去年的水平上增长了约30%。现在,俄罗斯正试图采取措施,以确保有足够的供应供应用于国内用途。兽医和植物检疫监视服务(VPSS)引入了新法规,以检查谷物,存储设施和机械条件,这很可能导致谷物出口下降。这些措施将有助于支持美国小麦价格。
上周末,南美天气没有重大发展。周六和周日为阿根廷提供了预期的降雨,但预计在6-10天的预测中有预计的天气更干燥。巴西应该继续看到相同水平的降水量,这应该有助于其国家的播种进展。由于过度干燥,巴西一直在本季节早期播种。
-科迪比尔