油脂油料早报-20250604

Report Core View - In May 2025, Malaysia's palm oil production increased, and export volume rose significantly; India's palm oil imports jumped to a six - month high, and the total import volume of edible oils also increased [1] Key Points by Category Overnight Market Information - SPPOMA data shows that from May 1 - 31, 2025, Malaysia's palm oil production increased by 3.53% compared with April 1 - 30, with a 1.90% increase in fresh fruit bunch yield per unit and a 0.30% increase in oil extraction rate [1] - AmSpec data shows that Malaysia's palm oil product exports in May 2025 were 1,230,787 tons, a 13.2% increase from the previous month [1] - SGS data shows that Malaysia's palm oil product exports in May 2025 were 1,069,643 tons, a 29.6% increase from the previous month [1] - Indian traders estimate that India's palm oil imports in May 2025 jumped 87% to 600,000 tons, the highest since November 2024; soybean oil imports increased 10% to 398,000 tons; sunflower oil imports increased 2% to 184,000 tons; the total import volume of edible oils increased 37% to 1.18 million tons [1] - Sandeep Bajoria of SunvinGroup says India's palm oil imports may further increase to 750,000 tons in June and 850,000 tons in July; India halved the basic import tax on crude edible oils to 10% last Friday [1] Spot Price - The spot prices of soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu from May 27 to June 3, 2025 are provided [1] Others - Information on precipitation in major producing countries, import soybean crushing profit on the futures market, and grease import profit are also presented, but no specific data is given [1]