豆系供需格局

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豆系研究周报:供需格局不定,美豆价格维持震荡走势-20250922
Guo Fu Qi Huo· 2025-09-22 06:39
Report Title - "Guofu Bean Series Research Weekly Report: Uncertain Supply and Demand Pattern, US Soybean Prices Maintain Volatile Trend" [1] Report Date - September 22, 2025 [1] Table of Contents Market Review - Covers soybean, bean粕, and soybean oil [4] Production Area Weather - Includes US and Brazilian soybean production area weather [4] International Supply and Demand - Covers US, Brazilian, and Argentine soybeans [4] Domestic Supply and Demand - Covers soybean oil and bean粕 supply and demand [4] Domestic and International Oil Futures and Spot Prices, Spread Situations - Includes basis, monthly spread, variety spread situations, FOB quotes, and CFTC position situations [4] FOB Quotes Brazilian Quotes - November 2025: 302 cents/bu on September 12, 293 cents/bu on September 19, a weekly decline of 12 cents/bu [54] - January 2026: 183 cents/bu on September 12, 180 cents/bu on September 19 [54] - February 2026: 166 cents/bu on September 12, 162 cents/bu on September 19 [54] - March 2026: 138 cents/bu on September 12, 132 cents/bu on September 19 [54] - April 2026: 125 cents/bu on September 12, 120 cents/bu on September 19 [54] - May 2026: 140 cents/bu on September 12, 135 cents/bu on September 19 [54] - June 2026: 142 cents/bu on September 19 [54] - July 2026: 162 cents/bu on September 19 [54] US Gulf Quotes - No specific data provided [54] US West Quotes - No specific data provided [54] Argentine Quotes - November 2025: 250 cents/bu on September 12, 240 cents/bu on September 19, a weekly decline of 10 cents/bu [54]