-- 週三,生質燃料原料期貨收高,大豆和玉米期貨從本周初的拋售壓力中反彈。 芝加哥期貨交易所(CBOT)5月大豆期貨合約收盤上漲0.78%,每蒲式耳11.67美元;CBOT 5月豆油期貨合約收盤上漲1.75%,每磅67.60美分。 週二,紐約商品交易所(Nymex)5月乙醇期貨合約下跌0.52%,每加侖1.92美元。 DTN分析師雷特蒙哥馬利表示,大豆交易員對川普總統關於中國及其不願向伊朗提供武器的聲明感到滿意。 蒙哥馬利在一份每日報告中指出:“週三上午,川普總統表示中國已同意不向伊朗提供武器,這提振了大豆市場。” 他補充說,美中關係可能出現惡化,引發了本周初市場的焦慮情緒,尤其是在川普威脅稱,如果中國實質支持伊朗,美國將對中國採取關稅行動之後。 美國國家油籽加工商協會(NOPA)週三報告稱,3月份美國大豆壓榨量為2.262億蒲式耳,創歷史第二高月度紀錄。蒙哥馬利指出,這表明,當美國農業部在5月初發布下一份油脂報告時,美國大豆壓榨總量將接近2.32億蒲式耳。 若預測成真,從9月到隔年3月,本銷售年度累計壓榨量將比2025年同期高出8.9%。 NOPA報告稱,截至3月份,大豆油庫存總量為20.3億磅,達到13年來的最高水準。
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