Report Summary 1. Report Industry Investment Rating - No information provided 2. Core Viewpoints - The report presents overnight market information, export - sales data, import data, and production - inventory data of major countries in the oilseeds and oils market, as well as price data [1] 3. Summary by Related Content Overnight Market Information - A private exporter reported the sale of 114,000 tons of soybeans for delivery in the 2025/2026 marketing year to unknown destinations [1] US Export Sales Data - For the week ending November 27, US soybean export sales net increased by 1.106 million tons, down 52% from the previous week and 7% from the four - week average, with net sales of 2.142 million tons to the Chinese mainland; export shipments were 803,500 tons, up 5% from the previous week and down 25% from the four - week average. New sales were 1.2148 million tons for the current market year and 10,000 tons for the next market year [1] - For the week ending November 27, US soybean meal export sales net increased by 436,000 tons, up 189% from the previous week and 112% from the four - week average; export shipments were 367,400 tons, up 9% from the previous week and 22% from the four - week average. New sales were 487,600 tons for the current market year and 0 tons for the next market year [1] China's Import Data - In November 2025, China's edible oil imports were 1.03 million tons, up 42.9% year - on - year; cumulative imports from January to November were 9.03 million tons, up 5.9% year - on - year. Soybean oil imports were 50,000 tons, up 827.2% year - on - year; cumulative imports from January to November were 340,000 tons, up 23.8% year - on - year. Palm oil imports were 330,000 tons, up 97.8% year - on - year; cumulative imports from January to November were 2.29 million tons, down 7.6% year - on - year. Rapeseed and mustard oil imports were 170,000 tons, down 16.8% year - on - year; cumulative imports from January to November were 1.91 million tons, up 14.5% year - on - year [1] Indonesia's Production and Export Data - In October, Indonesia's palm oil inventory decreased by 10% to 2.33 million tons compared to the previous month, despite increased production. Domestic consumption increased by 8.5% to 2.22 million tons. Crude palm oil production was 4.35 million tons, higher than 3.93 million tons in September. The 1 - 10 month crude palm oil production increased by nearly 10%. Palm oil product exports were 2.8 million tons, down about 3% from the previous year [1] Canada's Rapeseed Data - AAFC raised the forecast for Canada's rapeseed ending stocks in the 2025/2026 season by 450,000 tons to 2.95 million tons in its December 17 report, higher than 1.597 million tons in the 2024/2025 season. Rapeseed export forecast was raised from 7 million tons in November to 8 million tons, but still 1.3 million tons lower year - on - year. Domestic rapeseed use forecast reached a record high of 12 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 December 12 to December 18, 2025 [1]
油脂油料早报-20251219
Yong An Qi Huo·2025-12-19 00:41