油脂油料早报-20260318
Yong An Qi Huo·2026-03-18 01:07
- Report Industry Investment Rating - No relevant content provided 2. Core View of the Report - The report presents overnight market information on the oilseeds and oils industry, including export volume forecasts, crop harvest progress, and export data, along with price data for related products [1] 3. Summary by Related Catalogs Overnight Market Information - Anec predicts Brazil's soybean exports in March to be 1,632 million tons, down from last week's forecast of 1,647 million tons; the expected soybean meal shipments are 266 million tons, down from 282 million tons last week [1] - Conab shows that as of the week of March 14, 2026, the harvest rate of Brazil's 2025/26 soybean crop is 59.2%, up from 50.6% the previous week, compared to 69.8% in the same period last year and a five - year average of 58.4% [1] - Deral reports that as of the week of March 16, the soybean harvest rate in Brazil's Paraná state is 70%, up from 60% the previous week but lower than 81% in the same period last year; the corn planting rate is 83% [1] - SGS indicates that the export volume of Malaysian palm oil products from March 1 - 15, 2025 is 443,812 tons, a 28.25% increase from 346,061 tons in the same period last month [1] Spot Price - 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 March 11 - 17, 2026 [2] Other Information - The report also mentions information on precipitation in major producing countries, import soybean crushing margins, oil import margins, protein meal basis, oil basis, and oilseeds and oils price spreads, but no detailed data is provided [1][5]