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米国バイオ燃料最新情報:和平合意協議で大豆・大豆油先物価格が下落

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-- 水曜日のバイオ燃料原料先物価格は、米国とイランが和平合意に近づいているとの噂が市場全体に圧力をかけたことを受け、大幅に下落して取引を終えた。 シカゴ商品取引所(CBOT)の7月限大豆先物契約は1.38%安の1ブッシェル当たり11.94ドルで引け、7月限大豆油先物契約は2.46%安の1ポンド当たり75.02セントで引けた。 火曜日には、ニューヨーク・マーカンタイル取引所(NYMEX)の6月限エタノール先物契約が0.98%安の1ガロン当たり2.03ドルで取引を終えた。 ドナルド・トランプ米大統領は、イランが合意に至らなければ、爆撃の激化を招くと警告した。また、ホルムズ海峡を通過する船舶の護衛活動を一時停止すると述べた。 米当局者らは概して、イランによる米軍艦艇への攻撃を軽視する姿勢を示した。 DTNのアナリスト、レット・モンゴメリー氏は、大豆市場が2営業日連続で下落したと述べた。 「大豆価格は、主に大豆油市場の急落(エネルギー先物価格の下落による)によって圧迫された。ただし、大豆油市場が下落したのは10営業日ぶりだ」とモンゴメリー氏は日報で述べた。 「トランプ大統領の中国訪問が予定通り行われる見込みとなった今、緊張緩和の噂は、エネルギー先物価格の下落と、特にディーゼル油市場における大豆油価格のエネルギー先物価格への感応度の高さから、弱気材料となっている」とモンゴメリー氏は述べた。 水曜日、エネルギー情報局(EIA)は、5月1日までの週の米国のエタノール生産量が日量平均102万バレルとなり、前週の102万バレルを上回り、前年同期とほぼ同水準だったと発表した。 国内のエタノール在庫は、週末時点で2600万バレルとなり、1週間前の2590万バレル、1年前の2520万バレルを上回った。

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