FINWIRES · TerminalLIVE
FINWIRES

米国バイオ燃料最新情報:シカゴ大豆油市場は原油価格の上昇に引き続き強気

By

-- シカゴ大豆油先物価格は金曜日、原油価格の上昇を受けて4営業日連続で上昇し、週間の上昇率は5%を超えた。 シカゴ商品取引所(CBOT)の7月限大豆油先物価格は、5月最初の取引日である金曜日に0.51%上昇し、1ポンド当たり74.92セントとなった。大豆油価格の上昇に伴い、対応する大豆先物価格も0.21%上昇し、1ブッシェル当たり11.98ドルとなった。 アルゼンチンの大豆収穫の遅れは、供給過剰への懸念を和らげた。収穫の進捗状況は先週の10.2%から18.3%に進んだと報じられているが、季節平均の約60%を大きく下回っている。 ブラジルでは、記録的な豊作にもかかわらず、国内および国際的な需要が堅調であるため、国内価格は堅調に推移していると、ADMインベスター・サービスがブラジル応用経済高等研究センター(Cepea)のデータを引用して報じた。 中東紛争も引き続き追い風となり、原油価格の上昇はバイオ燃料の競争力を高め、大豆油の需要を押し上げたと、Cepeaは伝えている。 米国エネルギー情報局(EIA)のデータによると、米国におけるバイオ燃料用大豆油の生産量は2月に約11億ポンドに達し、7カ月ぶりの高水準となった。BarchartとADMによると、これはバイオディーゼル原料全体の44.34%に相当する。 一方、NYMEXのエタノール価格は木曜日に1ガロンあたり2.01ドルと1.59%下落した。これは、週間輸出量の増加と生産量および在庫の減少により、前日の3%上昇から反転した動きである。

Related Articles

Commodities

EMEA Natural Gas Update: Futures Slip as Iran Sends Fresh Proposal to Washington

European natural gas futures traded lower after-hours on Friday after Iranian state media reported that Tehran had sent another proposal for negotiations with the US via Pakistani diplomatic channels, a development seen as potentially paving the way for renewed transit through the Strait of Hormuz.The front-month Dutch TTF contract fell 1.211% to 45.43 euros ($53.36) per megawatt-hour, while the UK NBP contract slipped 1.533% to 111.15 British pence ($1.51) per therm.US President Donald Trump, speaking to reporters at the White House on Friday, said, "Iran wants to make a deal, but I'm not satisfied with it," CNBC reported.Market participants continue to weigh geopolitical risk against relatively stable European supply conditions and weaker demand elsewhere. In a Thursday note, S&P Global analysts said Europe has benefited from "significant demand destruction elsewhere," noting that although the war has effectively removed about 20% of global LNG supply, European imports have remained broadly steady.The note said Asia has absorbed much of the demand adjustment. It said China recorded a 19% year-on-year drop in LNG imports in March, according to government data.Benchmark LNG prices remain elevated, but off recent highs, they said. The JKM benchmark for Northeast Asia put prices at $18.309/MMBtu on April 30, up 8.3% on the day. The DES Northwest Europe LNG marker was assessed at $15.719 per MMBtu on Apr. 29, up 7.9% day-on-day.The analysts said both benchmarks remain above pre-conflict levels but have retreated from peaks seen in the early weeks of the disruption.European storage levels remain below last year's levels. Gas Infrastructure Europe reported inventories at 32.49% as of Friday, compared with 39.22% a year earlier.CERA analysts project EU storage could reach about 80% by the end of October under a base-case scenario, assuming a resumption of steady Hormuz transit by Jun. 1.EU LNG imports rose slightly year over year in March, supported by cargoes already en route when the conflict began in late February, according to CERA data. However, that buffer has since faded, with April imports down roughly 6.9% from 2025 levels.Looking ahead, Severe Weather Europe said Friday it is monitoring the potential development of a "super El Nino" pattern. One scenario that could develop would be an increase in the risk of dry conditions and drought across Central Europe this summer.

Australia

Nebius to Acquire Eigen AI in $643 Million Cash-And-Stock Deal

Nebius Group (NBIS) said Friday it has agreed to acquire inference and model optimization firm, Eigen AI, in a cash-and-stock deal valued at about $643 million.The acquisition will strengthen Nebius Token Factory as a frontier managed inference platform for production AI, the company said, adding that the deal also accelerates its expansion in the US.The transaction is expected to close in the coming weeks, it said.Nebius shares were up over 10% in afternoon trading.Price: $152.93, Change: $+14.70, Percent Change: +10.63%

$NBIS
Australia

Paychex Raises Quarterly Dividend to $1.19 a Share From $1.08, Payable May 29 to Shareholders of Record as of May 13

Price: $92.59, Change: $-0.04, Percent Change: -0.04%

$PAYX