Signal Detail

Soja

Respuesta Rapida IA

Soja (ZS) 30-day outlook: Neutral. 6/6 of 4 Crews agree. Key evidence: Weather alert: DROUGHT_RISK in brazil_mt threatens ZS supply.. Confidence 68%. (As of 2026-08-14)

ZS
NeutralADJUST
Precio Actual
$1,191.25
+1.97%
Consenso
51%
Confianza
68%
Confianza de la decisión68%
Main report time
-
Market snapshot time
15/08/2026, 07:06 (UTC)
Quant basis
7D bearish · -0.76%

Soja todavía no muestra una ventaja direccional clara.

Hasta que suba la convicción, lo más limpio es observar.

Summary

Lectura en lenguaje claro

Lee dirección, evidencia y riesgo antes de decidir cómo ejecutar.

Lectura rápida

Soja todavía no muestra una ventaja direccional clara. Hasta que suba la convicción, lo más limpio es observar.

Judgment basis
Adopted moderator evidence is unavailable, so this section currently shows supporting crew evidence instead.
Main report time
-
Market snapshot time
15/08/2026, 07:06 (UTC)
Quant basis
7D bearish · -0.76%
Evidence basis
Oferta
[Supply Crew / ZS] Weather alert: DROUGHT_RISK in brazil_mt threatens ZS supply. Heat stress risk in brazil_mt: avg max temp 36.0C. Quant 7d forecast: bearish (-0.8%), supply pressure easing. Seasonal: month 8 is typically a tight-supply period for ZS
Demanda
[Demand Crew / ZS] HE at 52w 12%: unprofitable feeding reduces ZS demand. Korean seasonal demand: Chuseok prep (추석 준비). Price at 77.0th percentile of 52w range — moderately elevated, beginning to pressure downstream margins. Quant 7d: bearish (-0.8%), consistent with demand softness
Macro
[Macro Crew / ZS] Natural gas at 52w 4%: fertilizer costs low. Broad momentum: 7 golden crosses across commodities. Intelligence sentiment: 4 bullish vs 0 bearish. EXTREME crisis level: flight-to-real-assets, commodity hoarding likely. Quant 7d: bearish (-0.8%), macro alignment
Por qué esta lectura
i

Primary evidence is still being structured. Use the base scenario and confidence first.

Por qué puede ser mejor esperar
i

Hasta que suba la convicción, lo más limpio es observar.

Qué vigilar después
i

Watch the next data refresh and debate update.

Need more context?
i

When evidence is thin or event uncertainty is high, the next intelligence refresh and swarm scenario become the extra validation layer.

Agent views
Primary evidence is still being structured. Use the base scenario and confidence first.
Market regime

Event-wait / neutral regime

Event context
Watch the next data refresh and debate update.
Disagreement diagnosis
Crews were mostly aligned without major conflict.
Moderator log

Crews were mostly aligned without major conflict.

Adopted evidence
Deferred evidence
Crews were mostly aligned without major conflict.
Escenario base

Soja todavía no muestra una ventaja direccional clara.

Riesgo
No hay grandes desacuerdos ahora mismo.
ZS swarm simulation under high: double_down bias with 6 active signals.
Chart

Gráfico de Mercado

El gráfico es solo referencia visual; la decisión real sale de la evidencia y del debate inferior.

Datos con retraso. Combina el gráfico con evidencia y scorecard.
Quant

Quant Forecast

Compara 7D, 14D y 30D con la misma estructura.

7d
$1,182.16
-0.76%
$1150.65 ~ $1213.97
14d
$1,195.38
+0.35%
$1162.32 ~ $1230.45
30d
$1,195.30
+0.34%
$1162.04 ~ $1228.61
TA

Technical Analysis

Debate

4-Crew Debate

Aquí el sistema confirma, ajusta o revierte la tesis base del quant.

Decision
ADJUST
Direction
Neutral
Consensus
51%
Score
+0.023
Swarm

Recent Swarm Scenario

En crisis, la simulación agrega una capa extra de decisión.

Run
swarm_20260714_211003_zs
Direction
Bajista
Confidence
81.2%

ZS swarm simulation under high: double_down bias with 6 active signals.

가뭄 경고 (1개)폭염 경고ENSO EL_NINO
Track Record

Prediction History

Recent prediction track record for ZS

ZS
ZS
ZS
73%
Hit rate
AI Debate

Consenso Multi-IA

Análisis cruzado de agentes de IA independientes

Veredicto IA

Neutral

Confianza

34%

Acuerdo

35%

Agents

12/12

Votación

Alcista
32%
Neutral
35%
Bajista
34%

Factores clave

  • 1Enso El Nino Supply Side
  • 2ZS ZC Relative Weakness
  • 3Conflicting Quant Horizon Signals
  • 4Seasonal August Bearish Bias
  • 5Negative Macd

Riesgos clave

  • !Golden Cross Uptrend Could Reassert If Export Demand Surprises
  • !Black Sea Or South America Logistics Shock Could Reverse Supply Narrative Quickly
  • !Bullish Moving Average Structure
  • !Tight Physical Market Proxy

Resumen por Equipo

Globalsonnet-4.6

El Nino conditions favor US soybean yields into a period of already-ample South American supply, and the ZS/ZC divergence (soy lagging corn by 6pp) reads as relative weakness in bean demand/crush...

Globalgpt-5.4

Near-term momentum and the 7-day quant forecast favor modest downside, while soybean underperformance versus corn reinforces relative weakness.

Demandsonnet-4.6

Weak hog margins (HE at just 12th percentile of its 52w range) directly compress soymeal feed demand, the primary channel through which ZS demand softens, and this aligns with the quant model's 7d...

Demandgpt-5.4

Weak livestock-feed economics and a price at the 77th percentile of its 52-week range point to demand rationing, supporting modest near-term downside.

Reglas vs IAagree
Execution

Evidence → Validation → TradingView

Quita el comportamiento de compra y deja la página enfocada en evidencia, scorecard y ejecución por gráfico.

Path

30-Day Forecast Path

DateForecastLowHigh
2026-08-15$1145.16$1112.64$1178.19
2026-08-16$1147.42$1116.47$1177.77
2026-08-17$1172.14$1138.80$1206.13
2026-08-18$1174.55$1143.07$1205.76
2026-08-19$1176.79$1146.27$1209.18
2026-08-20$1179.20$1146.98$1212.83
2026-08-21$1182.16$1150.65$1213.97
2026-08-22$1161.51$1130.07$1195.70
2026-08-23$1163.66$1127.89$1196.97
2026-08-24$1188.06$1155.84$1219.96
2026-08-25$1189.98$1156.61$1224.05
2026-08-26$1191.58$1160.41$1223.37
2026-08-27$1193.24$1159.63$1227.03
2026-08-28$1195.38$1162.32$1230.45
E-E-A-T

Fuentes de Datos

Metodologia: Quant Engine (Prophet) + 4 Specialist Crews + Pattern Matcher → Debate Moderator. Learn more

Ultima actualizacion:

CropCast v2.0 — Motor de Predicción de Precios con IA