-- バイオ燃料原料先物市場は木曜日、まちまちの展開で取引を終えた。大豆油は再び契約高を更新した一方、大豆価格は序盤の安値から回復し、期近限月では小幅上昇した。 シカゴ商品取引所(CBOT)の7月限大豆先物契約は木曜日、前日比0.13%安の1ブッシェル当たり11.95ドルで引けた。一方、CBOTの7月限大豆油先物契約は前日比0.57%高の1ポンド当たり74.54セントで引けた。 水曜日、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は前日比3.39%高の1ガロン当たり2.06ドルで取引を終えた。 DTNのアナリスト、レット・モンゴメリー氏は、小麦先物におけるリスク回避の動きが他の農産物先物にも波及したと述べた。 「トウモロコシ市場にも波及的な弱さが見られた一方、大豆市場はより堅調に推移した。トレーダーたちは、長期的な価格動向を判断する前に、5月のトランプ/習近平首脳会談の結果を待つ姿勢を崩していない」と、モンゴメリー氏は日報で述べた。 米下院は「簡略版」農業法案を可決した。当初、E15農村国内エネルギー評議会が提案する通年型全国エネルギー基準(E15)に関する採決も同時期に行われる予定だった。 しかし、継続的な交渉の結果、E15に関する採決は議会休会後の5月13日に行われることになった。 木曜日、米国農務省は、4月23日までの週における2025~2026年度の大豆輸出販売量が950万ブッシェル(25万8100トン)増加し、2026~2027年度の販売量も10万ブッシェル(3000トン)増加したと発表した。 先週の輸出量は2240万ブッシェルで、米国農務省が2025~2026年に予測する15億4000万ブッシェルの輸出量を達成するために必要な週当たり1750万ブッシェルを上回った。2025~2026年の大豆輸出契約総量は現在14億2500万ブッシェルで、前年比18%減となっている。
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