FINWIRES · TerminalLIVE
FINWIRES

美国生物燃料市场最新动态:芝加哥大豆油公司依然看好原油价格走强

By

-- 受原油价格高企的影响,芝加哥大豆油期货周五连续第四个交易日上涨,周涨幅超过5%。 芝加哥期货交易所7月大豆油合约周五上涨0.51%,至每磅74.92美分,这是5月的第一个交易日。大豆油价格的上涨带动相应的大豆合约上涨0.21%,至每蒲式耳11.98美元。 阿根廷大豆收割延迟缓解了市场对供应过剩的担忧。据报道,阿根廷大豆收割进度从上周的10.2%提高到18.3%,但仍远低于约60%的季节性平均水平。 巴西应用经济高级研究中心(Cepea)的数据显示,尽管巴西大豆产量创下纪录,但由于国内外需求强劲,国内大豆价格依然坚挺。ADM投资者服务公司报告称。 据Cepea报道,中东冲突持续推动生物燃料市场发展,原油价格上涨提升了生物燃料的竞争力,并刺激了对大豆油的需求。 美国能源信息署的数据显示,2月份美国用于生物燃料的大豆油产量达到约11亿磅,创七个月新高。Barchart和ADM的数据显示,这相当于生物柴油原料总量的44.34%。 与此同时,纽约商品交易所(NYMEX)的乙醇价格周四下跌1.59%,至每加仑2.01美元,此前由于每周出口量增加以及产量和库存下降,乙醇价格在前一交易日上涨了3%。

Related Articles

Commodities

EMEA Natural Gas Update: Futures Slip as Iran Sends Fresh Proposal to Washington

European natural gas futures traded lower after-hours on Friday after Iranian state media reported that Tehran had sent another proposal for negotiations with the US via Pakistani diplomatic channels, a development seen as potentially paving the way for renewed transit through the Strait of Hormuz.The front-month Dutch TTF contract fell 1.211% to 45.43 euros ($53.36) per megawatt-hour, while the UK NBP contract slipped 1.533% to 111.15 British pence ($1.51) per therm.US President Donald Trump, speaking to reporters at the White House on Friday, said, "Iran wants to make a deal, but I'm not satisfied with it," CNBC reported.Market participants continue to weigh geopolitical risk against relatively stable European supply conditions and weaker demand elsewhere. In a Thursday note, S&P Global analysts said Europe has benefited from "significant demand destruction elsewhere," noting that although the war has effectively removed about 20% of global LNG supply, European imports have remained broadly steady.The note said Asia has absorbed much of the demand adjustment. It said China recorded a 19% year-on-year drop in LNG imports in March, according to government data.Benchmark LNG prices remain elevated, but off recent highs, they said. The JKM benchmark for Northeast Asia put prices at $18.309/MMBtu on April 30, up 8.3% on the day. The DES Northwest Europe LNG marker was assessed at $15.719 per MMBtu on Apr. 29, up 7.9% day-on-day.The analysts said both benchmarks remain above pre-conflict levels but have retreated from peaks seen in the early weeks of the disruption.European storage levels remain below last year's levels. Gas Infrastructure Europe reported inventories at 32.49% as of Friday, compared with 39.22% a year earlier.CERA analysts project EU storage could reach about 80% by the end of October under a base-case scenario, assuming a resumption of steady Hormuz transit by Jun. 1.EU LNG imports rose slightly year over year in March, supported by cargoes already en route when the conflict began in late February, according to CERA data. However, that buffer has since faded, with April imports down roughly 6.9% from 2025 levels.Looking ahead, Severe Weather Europe said Friday it is monitoring the potential development of a "super El Nino" pattern. One scenario that could develop would be an increase in the risk of dry conditions and drought across Central Europe this summer.

Australia

Nebius to Acquire Eigen AI in $643 Million Cash-And-Stock Deal

Nebius Group (NBIS) said Friday it has agreed to acquire inference and model optimization firm, Eigen AI, in a cash-and-stock deal valued at about $643 million.The acquisition will strengthen Nebius Token Factory as a frontier managed inference platform for production AI, the company said, adding that the deal also accelerates its expansion in the US.The transaction is expected to close in the coming weeks, it said.Nebius shares were up over 10% in afternoon trading.Price: $152.93, Change: $+14.70, Percent Change: +10.63%

$NBIS
Australia

Paychex Raises Quarterly Dividend to $1.19 a Share From $1.08, Payable May 29 to Shareholders of Record as of May 13

Price: $92.59, Change: $-0.04, Percent Change: -0.04%

$PAYX