Report Overview Report Industry Investment Rating No investment rating information is provided in the reports. Report's Core View The reports present a comprehensive overview of the global oils and fats and oilseeds market, covering planting progress, production, imports, and price trends in major producing and consuming regions. Key factors influencing the market include weather conditions, price differentials between various oils, and demand fluctuations in major importing countries like India. Summary by Relevant Catalog Overnight Market Information - As of October 30, 2025, Brazil's 2025/26 soybean planting rate reached 47% of the expected area, lower than 54% in the same period last year and up from 36% the previous week. The planting rate of the first - season corn in Brazil's central - southern region was 60%, compared to 59% last year [1]. - Expana predicts that the EU's 2026/27 rapeseed planting area will reach 6.46 million hectares, a 7% increase from the current year and 11% above the five - year average, the highest since 2010/11. Sunflower and soybean planting areas for harvest in 2027 are also expected to increase. The organization maintains the current - year rapeseed production forecast at 20.4 million tons, a 20.9% increase from last year; sunflower seed production at 8.4 million tons, a 3.4% decrease; and soybean production at 3 million tons, a 3.2% decrease [1]. - SPPOMA data shows that Malaysia's palm oil production in October 2025 increased by 5.55% month - on - month, with fresh fruit bunch yield up 4.50% and oil extraction rate up 0.20% [1]. - India's palm oil imports in October dropped to a five - month low of 600,000 tons, a 27.6% month - on - month decrease. The 2024/25 market - year imports decreased by 16% to 7.56 million tons, the lowest in five years. Meanwhile, India's 2024/25 soybean oil imports soared 61.6% to a record 5.56 million tons, while sunflower oil imports decreased by 17.7% to 2.88 million tons. In October, India's total edible oil imports decreased by 20.7% month - on - month to 1.27 million tons, while the 2024/25 total imports increased by 0.3% to 16 million tons [1]. Spot Prices - Spot prices of various oils and oilseeds in different regions of China from October 28 to November 3, 2025, are provided, including prices of soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu [2]. Others - Information on protein meal basis, oils and fats basis, and oils and fats and oilseeds futures price spreads is mentioned, but no specific data is provided [3][5]
油脂油料早报-20251104
Yong An Qi Huo·2025-11-04 01:03