Group 1 - The core viewpoint of the news is that the global supply of vegetable oils is increasing, with domestic supply in China being stable, and prices are within a historically reasonable range [1] - The global production of nine major vegetable oils is expected to reach 235 million tons in the 2025/2026 season, an increase of 6.37 million tons year-on-year, with soybean oil, palm oil, and sunflower seed oil contributing significantly to this growth [1] - Key factors to watch in the future vegetable oil market include tariff policies, soybean arrival conditions in the fourth quarter, palm oil production increases, and biodiesel industry policies [1] Group 2 - Global vegetable oil consumption is projected to reach 224 million tons in the 2024/2025 season, a year-on-year increase of 2.3%, with industrial consumption growing faster than edible consumption [2] - By the 2025/2026 season, global vegetable oil consumption is expected to further increase to 230 million tons, with industrial consumption accounting for 28% of total consumption, up from 22.2% in the 2010/2011 season [2] - The growth in biodiesel production is significantly driving the increase in global industrial consumption of vegetable oils, with nearly 20% of vegetable oils being used for biodiesel [2]
国家粮食和物资储备数据中心王辽卫:全球植物油供应增加,国内供应有保障
Qi Huo Ri Bao Wang·2025-08-20 08:25