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米国バイオ燃料最新情報:大豆油先物価格の上昇により、大豆の損失が縮小

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-- バイオ燃料原料先物市場はまちまちの動きで取引を終えた。大豆油は上昇し、契約高値付近で推移した一方、大豆価格は下落した。 シカゴ商品取引所(CBOT)の7月限大豆先物契約は0.23%安の1ブッシェル当たり11.89ドルで引けた。一方、CBOTの7月限大豆油先物契約は1.19%高の1ポンド当たり72.52セントで引けた。 月曜日には、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2.42%高の1ガロン当たり2.01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、大豆市場は高騰する大豆油価格に支えられていると述べた。 「製品市場では、ミール先物価格は月曜日の急騰後、わずかに下落したものの(日中安値からは大きく回復)、その後は下落した。月曜日の急騰は、オランダでアルゼンチン産ミールの貨物が拒否されたことが原因とされている。大豆油は上昇し、再び契約価格の新高値に迫っている」とモンゴメリー氏は日報で述べた。 モンゴメリー氏によると、ブラジル産大豆は輸出市場において米国産大豆よりも価格面で優位に立っている。 「しかし、2026年には米国産大豆がブラジル産大豆に比べて最も割安な水準にあることは、トランプ大統領が5月中旬に中国を訪問する際の重要な貿易協議を前に、決して不利にはならないだろう。」

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