Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Core View The report presents the latest overnight market information on oilseeds and oils, including export sales, production estimates, and export volume data from major producing countries, as well as spot prices, basis, and price spreads [1][2]. 3. Summary by Relevant Catalog Overnight Market Information - **US Soybean Export Sales**: For the week ending June 12, US current market - year soybean export sales net increased by 53.95 million tons, up 779% from the previous week and 204% from the four - week average, exceeding market expectations. Next market - year export sales net increased by 7.52 million tons. Export shipments were 40.61 million tons, down 10% from the previous week but up 33% from the four - week average [1]. - **Argentine Soybean Production**: The 2024/25 soybean planting area is estimated at 17.8 million hectares, up 0.6% from last month's estimate and 7.2% from the previous year. Production is estimated at 49.9 million tons, up 1.8% from last month's estimate and 3.5% from the previous year [1]. - **Malaysian Palm Oil Exports**: SGS data shows that exports from June 1 - 20, 2025 were 759,881 tons, up 16.66% from the same period last month. ITS data shows exports were 847,695 tons, up 14.3% from the same period last month [1]. - **Canadian Rapeseed Exports**: For the week ending June 15, exports decreased 17% to 131,400 tons. From August 1, 2024 to June 15, 2025, exports were 8.8139 billion tons, up 54.2% from the same period last year. As of June 15, commercial inventory was 117,290 tons [1]. Spot Prices - Spot prices of various oilseeds and oils in different regions from June 16 - 20, 2025 are provided, including those of soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu [2]. Others - There are also sections on protein meal basis, oil basis, and oilseed price spreads, but no specific content is provided in the given text [3][6][7].

Group 1: Overnight Market Information - From May 22 - 29, US soybean export sales net increased by 19.79 million tons, with current - year sales net increasing by 19.43 million tons (33% higher than the previous week and 30% lower than the four - week average), and new sales of 20.81 million tons for the current year and 0.35 million tons for the next year. Exports to China had a net decrease of 0.11 million tons. Export shipments were 30.86 million tons (47% higher than the previous week and 8% higher than the four - week average), with 6.5 million tons shipped to China [1]. - From May 22 - 29, US bean meal export sales net increased by 26.49 million tons, with current - year sales net increasing by 25.47 million tons (40% lower than the previous week and 14% lower than the four - week average). New sales were 28.26 million tons for the current year and 1.02 million tons for the next year. Export shipments were 23.85 million tons (12% lower than the previous week and 6% lower than the four - week average) [1]. - Brazil exported 14,099,744.73 tons of soybeans in May, with a daily average of 671,416.42 tons, a 5% increase from the daily average in May last year [1]. - Rosario Grain Exchange and Buenos Aires Exchange stated that Argentina's soybean yield this year is better than expected, but the harvest is delayed. About 88.7% of the soybeans have been harvested, and the 2024/25 harvest is expected to be about 50 million tons [1]. - MPOA data showed that Malaysia's crude palm oil production in May increased by 3.07% month - on - month, with different increases in different regions [1]. Group 2: Spot Prices - Spot prices of various products (soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu) from May 29 to June 5 showed some fluctuations [2]. Group 3: Others - There are protein meal basis and grease basis, but specific data is not provided [3]. - There is information about grease and oil futures spreads, but specific data is not provided [5].

Report Summary 1. Report Industry Investment Rating No information provided. 2. Report's Core View - The USDA export sales report shows various data on US soybean and soybean meal export sales and shipments, including changes compared to previous weeks and four - week averages [1]. - The Canadian Agriculture and Agri - Food Department (AAFC) adjusts the 2024/25 annual Canadian rapeseed export volume estimate but keeps the year - end inventory estimate unchanged, and also has related estimates for the 2025/26 annual rapeseed [1]. - There are data on import soybean crushing profit, fat import profit, and spot prices of related products, as well as information on protein meal basis, fat basis, and fat and oil product price spreads [1][2][7][10]. 3. Summary by Related Catalogs 3.1 US Soybean Export Sales - For the week ending on the 15th, the net increase in US current - market - year soybean export sales was 30.79 million tons, up 9% from the previous week and down 10% from the four - week average, with a market forecast of 10 - 30 million tons [1]. - The net increase in next - year's soybean export sales was 1.5 million tons, with a market forecast of 9 - 40 million tons [1]. - US soybean export shipments were 25.08 million tons, a market - year low, down 42% from the previous week and 43% from the four - week average [1]. - The new sales of US current - market - year soybean were 31.41 million tons, and next - market - year soybean were 1.5 million tons [1]. 3.2 US Soybean Meal Export Sales - For the week ending on the 15th, the net increase in US current - market - year soybean meal export sales was 35.96 million tons, up 25% from the previous week and 61% from the four - week average, with a market forecast of 10 - 40 million tons [1]. - The net increase in next - year's soybean meal export sales was 2.31 million tons, with a market forecast of 0 - 5 million tons [1]. - US soybean meal export shipments were 24.87 million tons, down 4% from the previous week and 14% from the four - week average [1]. - The new sales of US current - market - year soybean meal were 38.92 million tons, and next - market - year soybean meal were 2.31 million tons [1]. 3.3 Canadian Rapeseed Estimate - The AAFC increased the 2024/25 annual rapeseed export volume estimate to 8.5 billion tons, at least 100 tons higher than the previous estimate, but kept the year - end inventory estimate at 1.3 billion tons [1]. - The 2025/26 annual rapeseed carry - over inventory estimate remains at 2 billion tons, and the estimated 2025/26 annual rapeseed crushing volume is 11 billion tons, lower than last month's estimate of 12 billion tons [1]. 3.4 Spot Price - The report provides 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 May 16th to May 22nd, 2025 [2].

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints - The report presents overnight market information on soybeans and rapeseeds, including export sales, shipments, inventory, and export data from major producing countries [1] 3. Summary by Relevant Catalog Overnight Market Information on Soybeans - For the week ending May 1, US current - market - year soybean export sales net increased 37.67 million tons, down 12% from the previous week and up 1% from the four - week average, with a market forecast of 20.0 - 50.0 million tons; next - market - year export sales net increased 0.98 million tons, with a forecast of 0 - 15.0 million tons [1] - US soybean export shipments were 25.83 million tons, down 56% from the previous week and 59% from the four - week average, with 6.81 million tons shipped to the Chinese mainland [1] - US current - market - year new soybean sales were 39.07 million tons, and next - market - year new sales were 0.98 million tons [1] - On May 8, private exporters reported selling 22.5 million tons of soybeans to Pakistan for the 2025/2026 market year [1] - Brazil exported 15,271,913.82 tons of soybeans in April, with a daily average export of 763,595.69 tons, up 14% from the daily average in April of the previous year (667,629.19 tons) [1] Information on Rapeseeds - As of March 31, 2025, Canada's total rapeseed inventory decreased 38.7% year - on - year to 5.9 billion tons, with farm inventory down 42.8% to 4.6 billion tons and commercial inventory down 18.2% to 1.3 billion tons [1] - Rapeseed exports increased 73.6% to 6.8 billion tons, the highest since 2021; domestic use (mainly for crushing) reached a record 8.1 billion tons (+3.1%) [1] Spot Prices - 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 April 29 to May 8 are provided [1]