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油脂油料早报-20250730
Yong An Qi Huo· 2025-07-30 04:05
Group 1: Report Core View - Brazil's soybean exports in July are expected to reach 1,205 million tons, lower than the previous week's estimate of 1,211 million tons, and the July soybean meal exports are expected to reach 213 million tons, lower than the previous week's estimate of 240 million tons [1] - Argentina will resume soybean and by - product exports once the government officially implements the weekend - announced policy of reducing withholding tax. The soybean export withholding tax rate will be reduced from 33% to 26%, and that of soybean by - products from 31% to 24.5% [1] - Canada's rapeseed crushing volume in June 2025 was 856,096 tons, a 3% increase from the previous month and a 10.27% increase year - on - year. Rapeseed oil production was 364,592 tons, a 3.22% month - on - month increase and an 8.86% year - on - year increase. Rapeseed meal production was 507,038 tons, a 3.47% month - on - month increase and a 13.32% year - on - year increase [1] - The EU and Indonesia have reached an agreement. The EU will reduce the tax on Indonesian palm oil to 0% under the yet - to - be - signed CEPA, with a quota system. Any palm oil exceeding the quota will face a 3% tariff [1] Group 2: Spot Price - From July 23 to July 29, 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 showed different fluctuations [4] Group 3: Other Information - There are data on oilseeds basis, oilseeds and fats price spreads, and protein meal basis, but no specific data content is provided [7][8][12]