BG BG Bunge Global SA Загрузка... : Бычьи и медвежьи мнения аналитиков

The invert in the soy crush futures curve means forward margins are weaker; management attributes this to broad uncertainties (trade, energy, weather) that are holding back customers from forward-booking, keeping near-term demand spot-led. — The inverted crush curve signals that the current high margins are viewed as transitory, with the market pricing in weaker fundamentals for later in 2026, which could be a headwind for crushers like ADM in H2.