Core Viewpoint - Recent shipping data indicates a resurgence in soybean trade, with at least six vessels loading a total of 320,000 tons of soybeans at Gulfport, destined for China, marking a significant development after months of trade stagnation [1] Group 1: Shipping and Trade Activity - At least six vessels are currently loading soybeans at Gulfport, with a total loading capacity of 320,000 tons, all intended for China [1] - The first shipment of soybeans since May has already set sail over the past weekend, indicating a potential recovery in trade activities [1] Group 2: Import Costs and Pricing - As of December 2, the import cost of U.S. soybeans is reported at 4,537 yuan, while Brazilian and Argentine soybean import costs are 3,950 yuan and 3,917 yuan respectively [1] Group 3: Domestic Inventory Levels - As of November 28, major oil mills in China have an imported soybean inventory of 7 million tons, which is an increase of 1.53 million tons year-on-year and 2.33 million tons above the three-year average [1] - The soybean meal inventory stands at 1.18 million tons, up by 340,000 tons year-on-year and 540,000 tons higher than the three-year average for the same period [1]
超六艘装载美国大豆的货轮正加速运往中国
Xin Lang Cai Jing·2025-12-03 12:21