Report Summary 1. Report Industry Investment Rating - No investment rating information is provided in the report. 2. Core Viewpoints - The report presents the latest information on the global oilseeds and oils market, including U.S. export sales, Brazilian production forecasts, and Indian import trends. These data provide a basis for market participants to understand the supply - demand dynamics of the industry [1]. 3. Key Points by Category U.S. Export Sales - For the week ending August 7, U.S. current - market - year soybean export sales net decreased by 37.76 tons, a 181% drop from the previous week and a 235% decrease from the four - week average. Next - year soybean export sales net increased by 113.3 tons. Export shipments were 53.31 tons, a 23% decrease from the previous week but a 26% increase from the four - week average [1]. - For the same week, U.S. current - market - year bean meal export sales net increased by 2.63 tons, an 84% decrease from the previous week and an 86% decrease from the four - week average. Next - year bean meal export sales net increased by 24.67 tons. Export shipments were 36 tons, a 14% increase from the previous week and a 15% increase from the four - week average [1]. Brazilian Production Forecasts - Abiove raised Brazil's 2024/25 soybean production forecast to 170.3 million tons from 169.7 million tons. It also increased the soybean crushing volume forecast to 58.1 million tons from 57.8 million tons and the soybean export forecast to 109.5 million tons from 109 million tons [1]. - The 2024/25 bean meal export forecast was maintained at 23.6 million tons, the soybean oil export forecast at 1.35 million tons. The soybean oil production forecast was increased to 11.65 million tons from 11.6 million tons, and the bean meal production forecast to 44.8 million tons from 44.5 million tons [1]. Indian Import Trends - In July, Indian palm oil imports declined by 10.5% to 855,695 tons due to canceled contracts. Meanwhile, soybean oil imports jumped 36.9% to 492,336 tons, reaching a three - year high. Sunflower oil imports decreased by 7.5% to 200,010 tons [1]. - The increase in soybean oil imports drove the total edible oil imports in July to rise 1.1% to 1.55 million tons, the highest since November last year. Indian 2024/25 soybean oil imports are expected to surge 60% year - on - year to a record 5.5 million tons [1]. Spot Prices - Spot prices for various oilseeds and oils in different regions (Jiangsu and Guangdong) from August 8 to August 14, 2025, are presented, including those for bean meal, rapeseed meal, soybean oil, palm oil, and rapeseed oil [4].

油脂油料早报 研究中心农产品团队 2025/07/04 隔 夜 市 场 信 息 ： 美国农业部民间出口商报告向未知目的地出口销售 民间出口商报告向未知目的地出口销售22.6万吨大豆，2024/2025市场年度付运。 民间出口商报告向未知目的地出口销售19.5万吨豆粕 民间出口商报告向未知目的地出口销售19.5万吨豆粕，其中4.5万吨2024/2025市场年度付运，剩余15万吨 2025/2026市场年度付运。 26日止当周美国大豆出口销售合计净增70.14万吨，符合预期 26日止当周，美国当前市场年度大豆出口销售净增46.24万吨，较之前一周增加15%，较前四周均值增加62%，市 场此前预估为净增30.0万吨至净增70.0万吨。 当周，美国下一市场年度大豆出口销售净增23.90万吨，市场此前预估为净增 万吨至净增30.0万吨。 当周，美豆出口装船为25.16万吨，较之前一周减少5%，较此前四周均值减少27%。 当周，美国当前市场年度大豆新销售53.32万。下一市场年度大豆新销售23.91万吨。 日止当周美国豆粕出口销售合计净增 26日止当周，美国当前市场年度豆粕出口销售净增30.62万吨，较之前一周增加226 ...

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].

油 脂 油 料 盘 面 价 差 ： | 免责声明: | | --- | 油脂油料早报 研究中心农产品团队 2025/06/06 隔 夜 市 场 信 息 ： 【美国农业部】5月29日止当周美国大豆出口销售合计净增19.79万吨，符合预期 美国农业部(USDA）周四公布的出口销售报告显示，5月29日止当周，美国当前市场年度大豆出口销售净增19.43万 吨，较之前一周增加33%，较前四周均值减少30%。市场预估为净增1050万吨。其中，对中国大陆出口销售净减0.11万 吨。 当周，美国大豆出口装船30.86万吨。较之前一周增加47%，较前四周均值增加8%。其中，对中国大陆出口装船6.5 万吨。 当周，美国当前市场年度大豆新销售20.81万吨，下一市场年度大豆新销售0.35万吨。 【美国农业部】5月29日止当周美国豆粕出口销售合计净增26.49万吨，符合预期 USDA出口销售报告显示，5月29日止当周，美国当前市场年度豆粕出口销售净增25.47万吨，较之前一周减少40%， 较前四周均值减少14%。市场预估为净增20-50万吨。 当周，美国豆粕出口装船23.85万吨。较之前一周减少12%，较前四周均值减少6%。 当周， ...

油脂油料早报 研究中心农产品团队 2025/05/23 隔 夜 市 场 信 息 ： 日止当周美国大豆出口销售合计净增 USDA出口销售报告显示， 15日止当周，美国当前市场年度大豆出口销售净增30.79万吨，较之前一周增加9%，较 前四周均值减少10%。市场预估为净增10-30万吨。 当周，美国下一年度大豆出口销售净增1.5万吨。市场预估为净增9-40万吨。 当周，美国大豆出口装船25.08万吨，创市场年度低位，较之前一周减少42%，较前四周均值减少43%。 当周，美国当前市场年度大豆新销售31.41万吨，下一市场年度大豆新销售1.5万吨。 日止当周美国豆粕出口销售合计净增 15日止当周，美国当前市场年度豆粕出口销售净增35.96万吨，较之前一周增加25%，较前四周均值增加61%。市 场预估为净增10-40万吨。 当周，美国下一年度豆粕出口销售净增2.31万吨。市场预估为净增0-5万吨。 当周，美国豆粕出口装船24.87万吨。较之前一周减少4%，较前四周均值减少14%。 当周，美国当前市场年度豆粕新销售38.92万吨，下一市场年度豆粕新销售2.31万吨。 年度油菜籽出口量预估，但维持年末库存预估不变 加拿大农 ...

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