Group 1: USDA Supply and Demand Report - US Soybeans - The estimated sowing area of US soybeans in the 2025/26 season is 83.5 million acres, the same as the May estimate [1] - The estimated harvested area of US soybeans in the 2025/26 season is 82.7 million acres, consistent with the May estimate [1] - The estimated yield per acre of US soybeans in the 2025/26 season is 52.5 bushels, unchanged from the May estimate [1] - The estimated production of US soybeans in the 2025/26 season is 4.34 billion bushels, the same as the May estimate [1] - The estimated export volume of US soybeans in the 2025/26 season is 1.815 billion bushels, unchanged from the May estimate [1] - The estimated ending stocks of US soybeans in the 2025/26 season is 295 million bushels, consistent with the May estimate [1] Group 2: USDA Supply and Demand Report - Global Soybeans - The estimated production of Brazilian soybeans in the 2025/26 season is 175 million tons, the same as the May estimate [1] - The estimated export volume of Brazilian soybeans in the 2025/26 season is 112 million tons, unchanged from the May estimate [1] - The estimated production of Argentine soybeans in the 2025/26 season is 48.5 million tons, the same as the May estimate [1] - The estimated export volume of Argentine soybeans in the 2025/26 season is 4.5 million tons, consistent with the May estimate [1] - The estimated import volume of Chinese soybeans in the 2025/26 season is 112 million tons, unchanged from the May estimate [1] - The estimated global soybean production in the 2025/26 season is 426.82 million tons, the same as the May estimate [1] - The estimated global soybean ending stocks in the 2025/26 season is 125.3 million tons, up from the May estimate of 124.33 million tons [1] Group 3: US Soybean Export Sales - For the week ending June 5, US current - market - year soybean export sales net increased by 61,400 tons, down 68% from the previous week and 74% from the four - week average, with market expectations of a net increase of 10 - 50 thousand tons [1] - For the week ending June 5, US next - year soybean export sales net increased by 58,100 tons, with market expectations of a net increase of 0 - 20 thousand tons [1] - For the week ending June 5, US soybean export shipments were 453,400 tons, up 47% from the previous week and 51% from the four - week average [1] - For the week ending June 5, US current - market - year soybean new sales were 155,500 tons, and next - market - year soybean new sales were 58,100 tons [1] Group 4: Brazilian and Argentine Soybean Production Estimates - IBGE expects Brazil's 2025 soybean production to be 165.16 million tons, up 13.9% from the previous year, with the planting area expected to be 47.542156 million hectares, up 3.3% from last month's estimate and 0.3% from the previous year [1] - The Buenos Aires Grain Exchange raised its estimate of Argentina's 2024/25 soybean production by 30,000 tons to 5.03 million tons, and the soybean harvest rate has reached 93.2% [1] Group 5: Spot Prices - The report provides spot prices of various products including soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu from June 6 - 12, 2025 [2]
油脂油料早报-20250613
Yong An Qi Huo·2025-06-13 02:42