一艘装载6.5万吨阿根廷小麦的货轮13日从圣菲省廷布埃斯港启航前往中国，这是阿根廷2024年1月获得对华小麦出口资质后首次向中国开展小麦商业出口，这也是中国自上世纪90年代以来首次购入阿根廷小麦。12月12日，米莱政府再次削减了农产品出口关税，其中小麦的关税下调2个百分点至7.5%。 https://t.co/0fOR3P1J5Z外汇交易员 (@myfxtrader):阿根廷政府宣布，在10月31日之前，或出口总额达到70亿美元之前，暂免大豆（此前26%关税）、豆油（24%）、豆粕（24%）、玉米（9.5%）和小麦（9.5%）等农产品出口关税。路透援引贸易商消息报道，在阿根廷宣布免税后，中国买家已从阿根廷预订了至少10船大豆，为第四季度建立库存。另有贸易商称15船。 https://t.co/nMXdgOfpUA ...

1. Report's Investment Rating for the Industry - No investment rating for the industry is provided in the report 2. Core Viewpoints of the Report - S&P Global predicts that US farmers will plant 94.5 million acres of corn in 2026, a 4.3% year - on - year decrease, and 84 million acres of soybeans, a 3.6% year - on - year increase, due to supply abundance and tariff disputes making it hard to profit this year, with more uncertainty in the preliminary estimate because of ongoing trade negotiations [1] - In Brazil, the soybean planting in Mato Grosso state has made progress, with the 2025/26 planting rate reaching 0.55% of the estimated area, higher than 0.27% in the same period of 2024/25 and the historical average of 0.48% for this period; the overall Brazilian 2025/2026 soybean planting rate is 0.7%, higher than 0.25% in the same period last year, 0.4% in 2023, and the five - year average of 0.18%, and the initial planting is concentrated in Mato Grosso [1] - Malaysia has raised the reference price of crude palm oil for October while keeping the export tariff at 10%, with the October reference price at 4,268.68 Malaysian ringgit per ton (1,015.87 US dollars), up from 4,053.43 Malaysian ringgit in September [1] - The report also presents the spot prices of soybean meal, rapeseed meal, soybean oil, palm oil, and rapeseed oil from September 15 - 19, 2025 [2] 3. Summary by Related Catalogs Overnight Market Information - S&P Global predicts US corn and soybean planting area changes in 2026, with corn decreasing and soybeans increasing, and there are profit - making difficulties this year and more uncertainties in the estimate [1] - Imea reports that the soybean planting rate in Mato Grosso state, Brazil, is higher than the same period last year and the historical average [1] - Pátria AgroNegócios shows that the overall Brazilian soybean planting rate is higher than previous years, and the initial planting is concentrated in Mato Grosso [1] - Malaysia raises the October reference price of crude palm oil and keeps the export tariff at 10% [1] Spot Prices - 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 September 15 - 19, 2025 [2] Protein Meal Basis, Oil Basis, and Oil and Oilseed Futures Spread - The report only lists these items without specific content [3][5]

European shares opened higher, while the Swiss market slumped as traders had their first opportunity to react to US President Donald Trump’s punitive 39% export tariff on the country https://t.co/p4YkndzfLS ...

Swiss stock-index futures dropped Monday as the stock exchange prepared to reopen after a holiday, pricing in the impact of Trump’s punitive 39% export tariff on the country https://t.co/jLk1rqo4cH ...