油脂油料早报-20250804

Report Summary 1. Core Information - US soybean crush in June 2025 was 5.91 million short tons (197.1 million bushels) [1] - US corn consumption for fuel - ethanol production in June 2025 was 448 million bushels, higher than 446.1 million bushels in the same period of the previous year [1] - US corn distillers dried grains with solubles (DDGS) production in June 2025 was 1.876 million tons, higher than 1.802 million tons in the same period last year [1] - Canadian canola exports in the week ending July 27, 2025 decreased 72.8% to 55,100 tons compared to the previous week [1] - Canadian canola exports from August 1, 2024 to July 27, 2025 were 9.4922 million tons, a 39.2% increase compared to the same period of the previous year [1] - Canadian canola commercial inventory as of July 27, 2025 was 1.2014 million tons [1] - Malaysian palm oil production in July 2025 increased 7.07% month - on - month, fresh fruit bunch yield rose 7.19%, and oil extraction rate decreased 0.02% [1] - Indonesia exported 11 million tons of crude and refined palm oil from January to June 2025, a 2.69% increase compared to the same period of the previous year [1] - The average export price per ton of palm oil in Indonesia in the first half of 2025 soared 22.2% [1] - Indonesia exported 2.07 million tons of crude palm oil and its products in June 2025, a 0.06% year - on - year increase and a 43.42% month - on - month increase [1] 2. Price Data Spot Prices | Date | Soybean Meal (Jiangsu) | Rapeseed Meal (Guangdong) | Soybean Oil (Jiangsu) | Palm Oil (Guangzhou) | Rapeseed Oil (Jiangsu) | | ---- | ---- | ---- | ---- | ---- | ---- | | 2025/07/28 | 2840 | 2540 | 8270 | 8950 | 9490 | | 2025/07/29 | 2840 | 2520 | 8390 | 8970 | 9560 | | 2025/07/30 | 2870 | 2610 | 8420 | 8970 | 9690 | | 2025/07/31 | 2870 | 2570 | 8380 | 8890 | 9600 | | 2025/08/01 | 2890 | 2550 | 8420 | 8900 | 9590 | [1] 3. Other Information - The report also mentions main producing countries' precipitation, imported soybean crushing profit on the futures market, and oil import profit, but no specific data is provided [1] - Protein meal basis and oil basis are mentioned, but no specific data is provided [1] - Oil and oilseed futures price spreads are mentioned, but no specific data is provided [2]