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美国生物燃料最新动态:豆油价格延续涨势,触及合约高点;大豆价格回落

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-- 周四,生物燃料原料期货价格涨跌互现,其中豆油期货价格再次触及合约高点,而大豆期货价格则从早盘低点反弹,远期合约价格小幅上涨。 芝加哥期货交易所(CBOT)7月大豆期货合约周四收跌0.13%,报每蒲式耳11.95美元;CBOT 7月豆油期货合约收涨0.57%,报每磅74.54美分。 周三,纽约商品交易所(Nymex)6月乙醇期货合约收涨3.39%,报每加仑2.06美元。 DTN分析师雷特·蒙哥马利表示,小麦期货市场的避险情绪蔓延至其他农产品期货市场。 蒙哥马利在每日报告中指出:“玉米市场疲软的局面蔓延开来,而大豆市场则更具韧性,交易员们仍愿意等待5月份特朗普/习近平峰会的结果,然后再对长期价格走势做出判断。” 美国众议院通过了一项“精简版”农业法案。原本,E15农村国内能源委员会提出的全年全国性E15燃料提案也应同时进行投票表决。 经过持续的谈判,E15提案的投票将于5月13日国会休会后进行。 周四,美国农业部报告称,截至4月23日当周,2025/26年度大豆出口销量增加950万蒲式耳(约25.81万吨),而2026/27年度销量增加10万蒲式耳(约3000吨)。 上周出口量为 2240 万蒲式耳,高于美国农业部为实现 2025/26 年 15.4 亿蒲式耳的出口预估目标所需的每周 1750 万蒲式耳。目前,2025/26 年大豆出口承诺总量为 14.25 亿蒲式耳,比一年前下降了 18%。

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