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美國生物燃料最新動態:大豆油價格延續漲勢,觸及合約高點;大豆價格回落

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-- 週四,生質燃料原料期貨價格漲跌互現,其中豆油期貨價格再次觸及合約高點,而大豆期貨價格則從早盤低點反彈,遠期合約價格小幅上漲。 芝加哥期貨交易所(CBOT)7月大豆期貨合約週四收跌0.13%,報每蒲式耳11.95美元;CBOT 7月豆油期貨合約收漲0.57%,報每磅74.54美分。 週三,紐約商品交易所(Nymex)6月乙醇期貨合約收漲3.39%,報每加侖2.06美元。 DTN分析師雷特蒙哥馬利表示,小麥期貨市場的避險情緒蔓延至其他農產品期貨市場。 蒙哥馬利在每日報告中指出:“玉米市場疲軟的局面蔓延開來,而大豆市場則更具韌性,交易員們仍願意等待5月份特朗普/習近平峰會的結果,然後再對長期價格走勢做出判斷。” 美國眾議院通過了一項「精簡版」農業法案。原本,E15農村國內能源委員會提出的全年全國性E15燃料提案也應同時進行投票表決。 經過持續的談判,E15提案的投票將於5月13日國會休會後進行。 週四,美國農業部報告稱,截至4月23日當週,2025/26年度大豆出口銷量增加950萬蒲式耳(約25.81萬噸),而2026/27年度銷量增加10萬蒲式耳(約3000噸)。 上週出口量為 2,240 萬蒲式耳,高於美國農業部為實現 2025/26 年 15.4 億蒲式耳的出口預估目標所需的每週 1750 萬蒲式耳。目前,2025/26 年大豆出口承諾總量為 14.25 億蒲式耳,比一年前下降了 18%。

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