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美国生物燃料最新动态:美伊和平协议的希望推动大豆价格下跌

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-- 周四,生物燃料原料期货价格在持续抛售中收低,此前有消息称美国和伊朗即将达成和平协议。 芝加哥期货交易所(CBOT)7月大豆期货合约收跌0.21%,报每蒲式耳11.92美元;CBOT 7月豆油期货合约收跌1.16%,报每磅74.15美分。 周三,纽约商品交易所(Nymex)6月乙醇期货合约收跌2.96%,报每加仑1.97美元。 美国周四宣布,“自由计划”(Project Freedom)将恢复在海空支援下引导商船通过霍尔木兹海峡。 DTN分析师雷特·蒙哥马利表示,大豆市场连续第三个交易日下跌,但在试图跌破7月期货11.89美元的50日移动均线时获得支撑。 “大豆市场将密切关注近期寒潮可能对已出苗作物造成的霜冻损害报告。据美国农业部统计,本周初大豆出苗率为13%。此外,除了下周的WASDE(世界农业供需报告)之外,特朗普总统计划的访华行程可能是近期市场最重要的事件,”蒙哥马利在每日报告中表示。 截至4月30日当周,美国农业部报告称,2025/26年度大豆出口销量将增加520万蒲式耳(约14.19万吨),2026/27年度将增加20万蒲式耳(约5500吨)。 上周出口量为1950万蒲式耳,高于美国农业部为实现2025/26年度15.4亿蒲式耳的出口目标所需的每周1750万蒲式耳。 2025-26年度大豆出口承诺总量为14.3亿吨,比上年下降18%。

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