Group 1: Report Core Information - As of the week ending August 17, 2025, the good-to-excellent rate of US soybeans was 68%, higher than the market expectation of 67%, the same as the previous week and the same period last year. The flowering rate was 95%, and the pod-setting rate was 82% [1]. - As of the week ending August 14, 2025, the US soybean export inspection volume was 473,605 tons, within the market forecast range of 200,000 - 730,000 tons. The export inspection volume to the Chinese mainland was 0 tons. The cumulative export inspection volume this crop year was 48,867,578 tons, compared with 43,794,726 tons in the same period of the previous year [1]. - From August 1 - 15, 2025, the crude palm oil production in Malaysia increased by 0.88% month-on-month, with a 1.78% decrease in fresh fruit bunch yield per unit and a 0.51% increase in oil extraction rate [1]. - As of the week ending August 10, 2025, the Canadian canola export volume increased by 864.4% to 254,600 tons compared with the previous week. From August 1 - 10, 2025, the export volume was 254,600 tons, a 33.6% decrease compared with the same period last year. As of August 10, the commercial inventory of Canadian canola was 940,200 tons [1]. Group 2: Spot Price Information - From August 12 - 18, 2025, 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 fluctuated [2].

Report Summary 1. Core Information - US soybean crush in June 2025 was 5.91 million short tons (197.1 million bushels) [1] - US corn consumption for fuel - ethanol production in June 2025 was 448 million bushels, higher than 446.1 million bushels in the same period of the previous year [1] - US corn distillers dried grains with solubles (DDGS) production in June 2025 was 1.876 million tons, higher than 1.802 million tons in the same period last year [1] - Canadian canola exports in the week ending July 27, 2025 decreased 72.8% to 55,100 tons compared to the previous week [1] - Canadian canola exports from August 1, 2024 to July 27, 2025 were 9.4922 million tons, a 39.2% increase compared to the same period of the previous year [1] - Canadian canola commercial inventory as of July 27, 2025 was 1.2014 million tons [1] - Malaysian palm oil production in July 2025 increased 7.07% month - on - month, fresh fruit bunch yield rose 7.19%, and oil extraction rate decreased 0.02% [1] - Indonesia exported 11 million tons of crude and refined palm oil from January to June 2025, a 2.69% increase compared to the same period of the previous year [1] - The average export price per ton of palm oil in Indonesia in the first half of 2025 soared 22.2% [1] - Indonesia exported 2.07 million tons of crude palm oil and its products in June 2025, a 0.06% year - on - year increase and a 43.42% month - on - month increase [1] 2. Price Data Spot Prices | Date | Soybean Meal (Jiangsu) | Rapeseed Meal (Guangdong) | Soybean Oil (Jiangsu) | Palm Oil (Guangzhou) | Rapeseed Oil (Jiangsu) | | ---- | ---- | ---- | ---- | ---- | ---- | | 2025/07/28 | 2840 | 2540 | 8270 | 8950 | 9490 | | 2025/07/29 | 2840 | 2520 | 8390 | 8970 | 9560 | | 2025/07/30 | 2870 | 2610 | 8420 | 8970 | 9690 | | 2025/07/31 | 2870 | 2570 | 8380 | 8890 | 9600 | | 2025/08/01 | 2890 | 2550 | 8420 | 8900 | 9590 | [1] 3. Other Information - The report also mentions main producing countries' precipitation, imported soybean crushing profit on the futures market, and oil import profit, but no specific data is provided [1] - Protein meal basis and oil basis are mentioned, but no specific data is provided [1] - Oil and oilseed futures price spreads are mentioned, but no specific data is provided [2]

Report Summary 1. Report Industry Investment Rating - No information provided 2. Core Viewpoints - The US soybean good-to-excellent rate as of July 20, 2025, was 68%, lower than the market expectation of 71% and the previous week's 70% [1] - The US soybean export inspection volume for the week ended July 17, 2025, was 364,990 tons, in line with market expectations [1] - Malaysia's palm oil production from July 1 - 20, 2025, increased by 6.19% month-on-month, while exports decreased by 3.5% compared to the same period in June [1] 3. Summary by Relevant Catalogs Overnight Market Information - US soybean good-to-excellent rate as of July 20, 2025, was 68%, lower than expected; flowering rate was 62%, and pod-setting rate was 26% [1] - US soybean export inspection volume for the week ended July 17, 2025, was 364,990 tons, with 0 tons to China; cumulative export inspection volume for the current crop year was 46,781,535 tons [1] - Malaysia's palm oil production from July 1 - 20, 2025, increased by 6.19% month-on-month, with FFB yield up 7.03% and oil extraction rate down 0.17%; exports decreased by 3.5% compared to June [1] Spot Prices - Spot prices of soybean meal, rapeseed meal, soybean oil, palm oil, and rapeseed oil from July 15 - 21, 2025, are provided [1]