生物柴油混合政策
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油脂油料早报-20251114
Yong An Qi Huo· 2025-11-14 01:06
Report Industry Investment Rating - Not provided Core Viewpoints - The report presents a comprehensive overview of the global oilseeds and oils market, including export sales data from the US, production forecasts from Brazil, import data from India, and policy developments in Indonesia [1] Summary by Related Catalogs Overnight Market Information - For the week ending September 25, US current - market - year soybean export sales net increased by 870,500 tons, with 0 tons for the next - year; export shipments were 611,300 tons; new sales were 936,900 tons for the current year and 0 tons for the next [1] - For the same week, US current - market - year bean meal export sales net decreased by 216,200 tons (372% less than the previous week and 718% less than the four - week average), next - year net increased by 623,500 tons; export shipments were 289,300 tons (27% more than the previous week and 13% more than the four - week average); new sales were 68,600 tons for the current year and 675,000 tons for the next [1] Brazil's Soybean Production Forecasts - CONAB predicts Brazil's 2025/26 soybean production at a record 177.6 million tons (slightly lower than October's 177.67 million tons), planted area at 49.06 million hectares (down from October's 49.08 million hectares), and exports at 112.1 million tons (5.11% more than the previous year) [1] - IBGE forecasts Brazil's 2025 soybean production at 165.913102 million tons (14.5% more than the previous year), planted area at 47.676233 million hectares (3.6% more than the previous year), and 2026 production at 167.683455 million tons (1.1% more than 2025) [1] India's Oil Imports - In October, India's palm oil imports dropped 28% to 602,381 tons, soybean oil imports fell 17% to 454,619 tons, sunflower oil imports declined 5% to 260,548 tons, and total vegetable oil imports decreased 21% to 1.33 million tons [1] - In the 2024/25 season, India's vegetable oil imports reached 16.36 million tons (higher than the previous year's 16.23 million tons), palm oil imports were 7.58 million tons (lower than the previous year's 9.01 million tons), soybean oil imports were 5.47 million tons (higher than the previous year's 3.44 million tons), and sunflower oil imports were 2.94 million tons (lower than the previous year's 3.5 million tons) [1] Indonesia's Policies - Indonesia will start B50 biodiesel road tests in early December and plans to implement the B50 blending standard in the second half of next year (up from 40% this year) to reduce import fuel dependence [1] - Indonesia's palm oil exports may drop 11% - 12% in 2026 due to the B50 policy [1] Spot Prices - Spot prices for various products such as soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu from November 7 to 13, 2025 are provided [4]