Signal Detail

Kedelai

Jawaban Cepat AI

Kedelai (ZS) 30-day outlook: Netral. 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
NetralADJUST
Harga Saat Ini
$1,191.25
+1.97%
Konsensus
51%
Kepercayaan
68%
Confidence keputusan68%
Main report time
-
Market snapshot time
15/08/2026, 07.06 (UTC)
Quant basis
7D bearish · -0.76%

Kedelai belum menunjukkan keunggulan arah yang jelas.

Sampai conviction naik, mode observasi adalah pilihan yang lebih bersih.

Summary

Ringkasan sederhana

Baca arah, bukti, dan risiko sebelum memutuskan cara eksekusi.

Ringkasan cepat

Kedelai belum menunjukkan keunggulan arah yang jelas. Sampai conviction naik, mode observasi adalah pilihan yang lebih bersih.

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
Pasokan
[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
Permintaan
[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
Makro
[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
Mengapa seperti ini
i

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

Mengapa menunggu bisa lebih baik
i

Sampai conviction naik, mode observasi adalah pilihan yang lebih bersih.

Apa yang dicek berikutnya
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.
Skenario dasar

Kedelai belum menunjukkan keunggulan arah yang jelas.

Risk watch
Belum ada perbedaan besar saat ini.
ZS swarm simulation under high: double_down bias with 6 active signals.
Chart

Grafik Pasar

Grafik hanya referensi visual; keputusan utama datang dari bukti dan debate di bawah.

Data tertunda. Gabungkan chart dengan bukti dan scorecard.
Quant

Quant Forecast

Bandingkan 7D, 14D, dan 30D dalam struktur yang sama.

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

Di sini sistem mengonfirmasi, menyesuaikan, atau override base case quant.

Decision
ADJUST
Direction
Netral
Consensus
51%
Score
+0.023
Swarm

Recent Swarm Scenario

Saat krisis, simulasi menjadi layer keputusan tambahan.

Run
swarm_20260714_211003_zs
Direction
Turun
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

Konsensus Multi-AI

Analisis silang dari agen AI independen

Keputusan AI

Netral

Keyakinan

34%

Kesepakatan

35%

Agents

12/12

Distribusi Suara

Naik
32%
Netral
35%
Turun
34%

Faktor Kunci

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

Risiko Utama

  • !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

Ringkasan Analisis Kru

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.

Aturan vs AIagree
Execution

Evidence → Validation → TradingView

Hilangkan perilaku shopping dan fokuskan halaman pada bukti, scorecard, dan chart execution.

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

Sumber Data

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

Terakhir diperbarui:

CropCast v2.0 — Mesin Prediksi Harga Komoditas AI