Report Summary 1. Report Industry Investment Rating - Not provided in the report 2. Core Viewpoints - The report provides overnight market information and data related to the soybean and oilseeds industry, including export sales, export inspections, planting progress, and price data [1] 3. Summary by Relevant Catalog Overnight Market Information - A private exporter reported the sale of 123,000 tons of soybeans to China for delivery in the 2025/2026 market year [1] US Soybean Export Inspection - For the week ending November 20, 2025, the US soybean export inspection volume was 799,042 tons, in line with expectations [1] - So far this crop year, the cumulative US soybean export inspection volume is 10,937,372 tons, compared to 19,707,429 tons in the same period of the previous year [1] US Soybean and Related Product Export Sales Forecast - As of the week ending October 9, US soybean export sales are expected to net increase by 50 - 140 million tons, with 50 - 140 million tons for the 2025 - 26 season and 0 tons for the 2026 - 27 season [1] - US soybean meal export sales are expected to net increase by 15 - 40 million tons, with 15 - 40 million tons for the 2025 - 26 season and 0 tons for the 2026 - 27 season [1] - US soybean oil export sales are expected to net increase by 0.5 - 3 million tons, with 0.5 - 3 million tons for the 2025 - 26 season and 0 tons for the 2026 - 27 season [1] Brazilian Soybean Planting Progress - As of last Thursday, Brazilian soybean planting for the 2025/26 season reached 81% of the expected area, 10% faster than the previous week but still behind the 86% of the same period last year [1] Brazilian Soybean Export Data - In the first three weeks of November 2025, Brazil exported 3,366,334.35 tons of soybeans, with a daily average export volume of 240,452.45 tons, a 79% increase compared to the daily average export volume in November 2024 [1] Spot Price - The report provides spot prices of soybean meal, rapeseed meal, soybean oil, palm oil, and rapeseed oil from November 18 - 24, 2025 [1]
油脂油料早报-20251125
Yong An Qi Huo·2025-11-25 02:20