Sojabohnen – Live-Preis & Analyse | Stock Expert AI
Sojabohnen werden zerkleinert, um Sojabohnenmehl (Tierfutter) und Sojaöl (Kochen, Biodiesel) herzustellen. China importiert 60 % des globalen Sojabohnenhandels, um seine riesige Schweineherde zu ernähren. Die USA und Brasilien sind die größten Produzenten.
Sojabohnen – Live-Preis & Analyse
- China Demand: China kauft 60%+ der gehandelten Sojabohnen. Die Größe der Schweineherde und die Zerkleinerungsraten sind entscheidend.
- Weather: U.S. summer and Brazilian summer (Dec-Feb) both affect global supply.
- USDA Reports: Monthly supply/demand estimates move markets significantly.
- Soybean Oil/Biofuel Demand: Renewable diesel is driving oil demand, affecting crush economics.
- Brazilian Real: A weak real makes Brazilian beans cheaper, increasing competition.
- Corn/Soy Ratio: Farmers choose between crops based on relative profitability.
Why is China so important for soybeans?
China's massive hog herd requires protein meal. They buy 60%+ of globally traded soybeans.
What is the crush spread?
The value of soybean products (meal + oil) minus soybean cost. It determines processor profitability.
How do U.S.-China relations affect soybeans?
Trade tensions (tariffs, sanctions) can shift Chinese buying from U.S. to Brazil, affecting prices.
Why does Brazil matter?
Brazil is the largest soybean producer and exporter, with harvest opposite U.S. timing.
What is renewable diesel?
Diesel fuel made from soybean oil. Growing demand is supporting soybean oil prices.
What is soybean meal used for?
Primarily animal feed for hogs, poultry, and cattle. It's the highest-protein common feed ingredient.
How does African Swine Fever affect soybeans?
ASF decimated China's hog herd in 2019. Rebuilding drove soybean demand higher.
What is the corn/soy ratio?
The price of corn vs soybeans. Farmers plant more of whichever is relatively more profitable.