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美国生物燃料市场最新动态:伊朗冲突加剧美中贸易不确定性,大豆期货价格下跌

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-- 周一,生物燃料原料期货收跌,交易员担忧霍尔木兹海峡局势升级可能影响原定于5月举行的美中会晤。 芝加哥期货交易所(CBOT)5月大豆期货合约周一收跌1.15%,报每蒲式耳11.62美元;CBOT 5月豆油期货合约收跌0.88%,报每磅66.50美分。 上周五,纽约商品交易所(Nymex)5月乙醇期货合约收涨0.52%,报每加仑1.93美元。 DTN分析师雷特·蒙哥马利表示,伊朗与美国停火协议破裂,随后美国封锁霍尔木兹海峡,令大豆期货承压。 蒙哥马利在每日报告中指出:“受美国封锁霍尔木兹海峡可能在特朗普总统5月中旬访华前夕恶化美中关系的担忧影响,大豆市场在新的一周伊始结束了此前连续三天的上涨势头。” 周一,美国农业部发布的每周出口检验报告显示,截至4月9日当周,大豆检验总量为2990万蒲式耳。 2025/26年度大豆检验总量预计为11.58亿蒲式耳,较上年下降25%。美国农业部预计2025/26年度大豆出口总量为15.4亿蒲式耳,较上年下降18%。尽管美国农业部对大豆期末库存的估计比过去五年平均水平高出20%,但大豆检验进度仍低于农业部的预期。

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