油脂日报 | 2025-12-18 利空因素叠加，油脂持续承压 油脂观点 市场分析 期货方面，昨日收盘棕榈油2605合约8342.00元/吨，环比变化-68元，幅度-0.81%；昨日收盘豆油2605合约7822.00 元/吨，环比变化-50.00元，幅度-0.64%；昨日收盘菜油2605合约8950.00元/吨，环比变化-113.00元，幅度-1.25%。 现货方面，广东地区棕榈油现货价8390.00元/吨，环比变化-40.00元，幅度-0.47%，现货基差P05+48.00，环比变化 +28.00元；天津地区一级豆油现货价格8250.00元/吨，环比变化-30.00元/吨，幅度-0.36%，现货基差Y05+428.00， 环比变化+20.00元；江苏地区四级菜油现货价格9420.00元/吨，环比变化-140.00元，幅度-1.46%，现货基差 OI05+470.00，环比变化-27.00元。 近期市场咨询汇总：美国农业部（USDA）公布数据，民间出口商报告对中国出口销售19.8万吨大豆，对墨西哥出 口销售177055吨玉米，对未知目的地出口销售12.5万吨大豆，均于2025/2026年度交货。美国大豆、玉米 ...

Core Insights - The EPA has proposed new biofuel standards aimed at reducing dependence on foreign fuels and stabilizing market supply and demand [1] Group 1: Proposed Standards - The new biofuel standards are designed to promote domestic production of biofuels, potentially decreasing reliance on imported fuels [1] - The proposal is expected to impact the pricing dynamics in the biofuel market, influencing both supply and demand [1] Group 2: Market Implications - The implementation of these standards could lead to increased investment in biofuel production facilities, thereby enhancing market stability [1] - The potential reduction in foreign fuel dependency may also affect the overall energy market, leading to shifts in pricing and availability [1]