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米国バイオ燃料最新情報:米中関係の好転と記録的な生産量データを受け、先物価格が上昇

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-- バイオ燃料原料先物価格は水曜日、週初めの売り圧力から回復し、大豆先物とトウモロコシ先物も上昇して取引を終えた。 シカゴ商品取引所(CBOT)の5月限大豆先物契約は0.78%高の1ブッシェル当たり11.67ドルで引け、5月限大豆油先物契約は1.75%高の1ポンド当たり67.60セントで引けた。 火曜日、ニューヨーク・マーカンタイル取引所(NYMEX)の5月限エタノール先物契約は0.52%安の1ガロン当たり1.92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、トランプ大統領が中国とイランへの武器供与拒否について述べたことを、大豆トレーダーは好感したと述べた。 「トランプ大統領が中国がイランへの武器供与を行わないことに合意したと述べたことを受け、水曜日の朝、大豆市場は上昇した」とモンゴメリー氏は日報で述べた。 モンゴメリー氏は、米中関係の悪化の可能性が週初めの市場の不安を招いていたと付け加えた。特にトランプ大統領が、中国がイランを実質的に支援するならば関税措置を取ると脅迫したことが、その不安を増幅させた。 全米油糧種子加工業者協会(NOPA)は水曜日、3月の米国産大豆圧搾量が2億2620万ブッシェルとなり、月間圧搾量としては過去2番目に高い水準となったと発表した。モンゴメリー氏によると、この結果から、米国農務省が5月初旬に発表する次回の油脂統計では、米国全体の圧搾量は2億3200万ブッシェル前後になると見込まれる。 もしこの予測が実現すれば、9月から3月までの累計圧搾量は、2025年の同時期と比べて8.9%増加することになる。 NOPAの報告によると、3月末時点の大豆油在庫は20億3000万ポンドとなり、13年ぶりの高水準に達した。

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