1. Report Industry Investment Rating - No relevant information provided 2. Core Viewpoints - The soybean export sales and shipments in the US for the week ending March 12 were lower than expected, while the export sales of US soybean meal met expectations [1] - Allendale predicts that US farmers will reduce corn planting area by 5.2% and increase soybean planting area by 5.5% in 2026 [1] - Abiove expects Brazil's 2025/26 soybean production to reach 177.85 million tons, with increased soybean crushing, bean - meal and soybean oil production [1] - SPPOMA data shows that Malaysia's palm oil production from March 1 - 15, 2026 decreased by 5.28% month - on - month [1] 3. Summary by Related Catalogs Overnight Market Information - For the week ending March 12, US current - market - year soybean export sales net increased by 29.82 million tons, 35% less than the previous week and 42% less than the four - week average, with a market forecast of 35 - 80 million tons. The export shipments were 90.65 million tons, 9% less than the previous week and 14% less than the four - week average. The new sales for the current market year were 31.77 million tons, and 0.66 million tons for the next market year. The net export sales to China were 7.99 million tons, and the export shipments to China were 54.59 million tons [1] - For the week ending March 12, US current - market - year soybean meal export sales net increased by 22.09 million tons, 33% more than the previous week and 25% less than the four - week average, meeting the market forecast of 15 - 30 million tons. The export shipments were 39.76 million tons, 10% more than the previous week and 6% more than the four - week average. The new sales for the current market year were 23.46 million tons, and 0.14 million tons for the next market year [1] Planting Area Forecast - Allendale's survey shows that US farmers plan to reduce corn planting area by 5.2% and increase soybean planting area by 5.5% in 2026. The expected corn planting area is 93.678 million acres, and the soybean planting area is 85.659 million acres. USDA's February forecast was 94 million acres for corn and 85 million acres for soybeans. Farmers have sold 83% of the 2025 soybean harvest and 11% of the 2026 harvest [1] Production Forecast - Abiove expects Brazil's 2026 soybean crushing to reach a record 61.5 million tons, up from the previous estimate of 61 million tons. The 2025/26 soybean production is expected to reach 177.85 million tons, up from 177.12 million tons. The 2026 soybean exports are expected to be 111.5 million tons, the same as the previous estimate. The 2026 bean - meal production is expected to be 47.4 million tons, up from 47 million tons, and the soybean oil production is expected to be 12.35 million tons, up from 12.25 million tons [1] Palm Oil Production - SPPOMA data shows that Malaysia's palm oil production from March 1 - 15, 2026 decreased by 5.28% month - on - month, with a 2.96% decrease in fresh fruit bunch yield and a 0.44% decrease in oil extraction rate [1] Spot Prices - 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 from March 13 - 19, 2026 are provided [1]

1. Report Industry Investment Rating - No relevant content provided 2. Core View of the Report - The report presents overnight market information on the oilseeds and oils industry, including export volume forecasts, crop harvest progress, and export data, along with price data for related products [1] 3. Summary by Related Catalogs Overnight Market Information - Anec predicts Brazil's soybean exports in March to be 1,632 million tons, down from last week's forecast of 1,647 million tons; the expected soybean meal shipments are 266 million tons, down from 282 million tons last week [1] - Conab shows that as of the week of March 14, 2026, the harvest rate of Brazil's 2025/26 soybean crop is 59.2%, up from 50.6% the previous week, compared to 69.8% in the same period last year and a five - year average of 58.4% [1] - Deral reports that as of the week of March 16, the soybean harvest rate in Brazil's Paraná state is 70%, up from 60% the previous week but lower than 81% in the same period last year; the corn planting rate is 83% [1] - SGS indicates that the export volume of Malaysian palm oil products from March 1 - 15, 2025 is 443,812 tons, a 28.25% increase from 346,061 tons in the same period last month [1] Spot Price - The report provides 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 from March 11 - 17, 2026 [2] Other Information - The report also mentions information on precipitation in major producing countries, import soybean crushing margins, oil import margins, protein meal basis, oil basis, and oilseeds and oils price spreads, but no detailed data is provided [1][5]

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - The overnight market information shows that the US soybean export inspection volume and soybean crushing volume in February 2026 exceeded expectations, and the soybean oil inventory increased [1]. - Brazil's soybean exports in the first two weeks of March and the progress of the 2025/26 soybean harvest are reported, and Malaysia's palm oil exports from March 1 - 15 increased significantly [1]. 3. Summary by Related Catalogs Overnight Market Information - US soybean export inspection volume: As of the week ending March 12, 2026, the US soybean export inspection volume was 966,082 tons, higher than the market expectation of 400,000 - 800,000 tons, and the previous week was 887,003 tons. The export inspection volume to the Chinese mainland was 545,858 tons, accounting for 56.5% of the total. The cumulative export inspection volume this crop year is 28,061,287 tons, compared with 39,123,071 tons in the same period of the previous year [1]. - US soybean crushing volume: In February 2026, the soybean crushing volume of NOPA member units was 208.785 million bushels, a year - on - year increase of 17.4%. The daily crushing volume was 7.457 million bushels, exceeding the previous record. The soybean oil inventory increased to 208 million pounds, a 9.5% increase from the end of January and a 38.4% increase from the same period last year [1]. - Brazil's soybean exports: In the first two weeks of March, Brazil exported 6,507,349.57 tons of soybeans, with a daily average export volume of 650,734.96 tons, a 16% decrease compared with the daily average export volume in March of the previous year [1]. - Brazil's soybean harvest progress: As of last Thursday, the harvest of Brazil's 2025/26 soybean was 61% complete, a 10 - percentage - point increase from the previous week but lower than 70% in the same period last year. The harvest pace is the slowest since the 2020/21 season [1]. - Malaysia's palm oil exports: From March 1 - 15, Malaysia's palm oil product exports were 921,606 tons, a 56.9% increase compared with the same period last month [1]. Spot Prices - The spot prices of bean粕 in Jiangsu, rapeseed粕 in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu from March 10 - 16, 2026 are provided [2].