油脂油料早报-20251010

Report Overview - No industry investment rating is provided [1] - The core view of the report is to present overnight market information, price data, and some forecasts in the oilseeds and fats industry [1] Overnight Market Information - Indonesia's B50 biodiesel plan will generate an additional demand of 5.3 million tons of crude palm oil [1] - As of the week ending October 2, 2025, the net increase in US soybean export sales for the 2025/26 season is expected to be 60 - 1.6 million tons, the net increase in US soybean meal export sales is expected to be 15 - 35 thousand tons, and the net increase in US soybean oil export sales is expected to be 0 - 25 thousand tons [1] - StoneX predicts that Brazil's biodiesel demand will increase by 6.3% in 2026 to 10.5 billion liters, and the consumption of soybean oil, the main raw material for biodiesel production, will increase by 6.3% to 8.4 million tons [1] Price Data - The report provides 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 September 25 to October 9, 2025 [2] Other Information - The report also mentions the precipitation in major producing countries, the import soybean crushing profit on the futures market, the import profit of oils, the protein meal basis, the oils basis, and the price spread of oils and oilseeds, but no specific data is provided [1][3][5][7]