-- 周四,生物燃料原料期货收盘涨跌互现,大豆价格承压,原因是美国农民今年可能增加大豆种植面积,而目前的种植进度远超平均水平。 芝加哥期货交易所(CBOT)5月大豆期货合约收跌0.34美元,报每蒲式耳11.60美元;CBOT 5月豆油期货合约收涨0.07%,报每磅71.73美分。 周三,纽约商品交易所(Nymex)6月乙醇期货合约收涨0.95%,报每加仑1.93美元。 DTN分析师雷特·蒙哥马利表示,今日大豆市场卖方活跃,延续了周三的下跌趋势。 蒙哥马利在每日报告中指出:“看涨大豆的交易商可能仍然寄希望于特朗普总统下月访华时能延长旧季大豆的销售周期,尽管目前来看,此次会晤的重点可能是2026/27年度的选情。” 周四,地缘政治新闻对生物燃料原料市场的影响甚微,美国和伊朗正为争夺霍尔木兹海峡的控制权而陷入僵局。本周迄今为止,原油期货价格每个交易日都在上涨。 周四,美国农业部发布的每周出口销售报告显示,截至4月16日当周,2025/26年度大豆销量增加1340万蒲式耳(约36.46万吨),2026/27年度大豆销量增加20万蒲式耳(约5000吨)。 上周出口量为2820万吨,高于美国农业部为实现2025/26年度15.4亿吨的出口目标所需的每周1800万吨。 目前,2025/26年度大豆出口承诺总量约为14.2亿吨,较上年同期下降18%。尽管美国农业部对美国期末大豆库存的预测比过去五年平均水平高出20%,但这一数字仍高于美国农业部的预期。
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