油脂油料早报-20251224

Group 1: Overnight Market Information - From the week ending December 11, US soybean export sales increased by a net 2.4247 million tons, in line with expectations. Current - market - year soybean export sales increased by a net 2.3962 million tons, up 54% from the previous week and 69% from the four - week average. Market estimates were for a net increase of 1.8 - 2.9 million tons. Exports to the Chinese mainland increased by a net 1.383 million tons. The export shipment of US soybeans was 721,300 tons, down 33% from the previous week and 31% from the four - week average. Exports to the Chinese mainland were 202,000 tons. New sales of current - market - year soybeans were 2.4189 million tons, and new sales of next - market - year soybeans were 285,000 tons [1] - From the week ending December 11, US soybean meal export sales increased by a net 626,900 tons, higher than expected. Current - market - year soybean meal export sales increased by a net 616,500 tons, up 124% from the previous week and 102% from the four - week average. Market estimates were for a net increase of 275,000 - 550,000 tons. The export shipment of US soybean meal was 335,900 tons, up 14% from the previous week and down 5% from the four - week average. New sales of current - market - year soybean meal were 662,200 tons, and new sales of next - market - year soybean meal were 104,000 tons [1] - An official from the Indonesian Ministry of Energy and Mineral Resources said on Tuesday that the ministry had signed a decree to allocate 15.65 million kiloliters of palm - oil - based biodiesel for its fuel blending program in 2026. Of the total allocation, 7.45 million kiloliters will be used for the Public Service Obligation (PSO), covering industries such as public transportation, and its sales will be subsidized by the national palm oil fund. The non - PSO allocation is 8.2 million kiloliters and will be sold at market prices. Indonesia's palm oil fuel allocation in 2025 was 15.6 million kiloliters, slightly lower than next year [1] Group 2: Spot Prices | Date | Soybean Meal (Jiangsu) | Rapeseed Meal (Guangdong) | Soybean Oil (Jiangsu) | Palm Oil (Guangzhou) | Rapeseed Oil (Jiangsu) | | ---- | ---- | ---- | ---- | ---- | ---- | | 2025/12/17 | 3040 | 2500 | 8310 | 8370 | 9470 | | 2025/12/18 | 3020 | 2510 | 8270 | 8330 | 9420 | | 2025/12/19 | 3010 | 2490 | 8150 | 8250 | 9230 | | 2025/12/22 | 3020 | 2510 | 8230 | 8380 | 9260 | | 2025/12/23 | 3020 | 2520 | 8240 | 8460 | 9420 | [1] Group 3: Other Information - The report also mentions the precipitation conditions in major producing countries, import soybean crushing profit on the futures market, and import profit of oils and fats, as well as protein meal basis, oils and fats basis, and oils and fats futures price spreads, but no specific data is provided in the given content [1]