미국 콩류 인사이트

The U.S. Department of Agriculture lowered its estimate for soybean use in biofuels in 2024-25 in its latest World Agricultural Supply and Demand Estimates report, released May 12. However, the agency expects soybean oil use in biofuels to increase during the 2025-26 marketing year. USDA’s current 2025-26 forecast for U.S. soybeans shows slightly lower supplies, higher crush, lower exports, and lower ending stocks compared to 2024-25. The soybean harvest is projected to be lower at 4.34 billion bushels with trend yields and lower area. With higher beginning stocks but lower exports and production, soybean supplies are projected to decline less than 1% from 2024-25. U.S. soybean crush in 2025-26 is forecast to be 2.49 billion bushels, 70 million bushels higher than the 2024-25 forecast due to higher disappearances and soybean meal exports. USDA forecasts 13.9 billion pounds of soybean oil will be used for biofuels in 2025-26. The agency now estimates soybean oil use in biofuels ...

The recently announced 90-day trade truce between the U.S. and China, which includes tariff reductions, will not help American farmers regain their footing in China's soybean market, according to producers. Despite the U.S. lowering tariffs on Chinese goods from 145% to 30% and China reducing duties on U.S. imports from 125% to 10%, Brazil maintains

The latest Agricultural Supply and Demand Report (WASDE), released by the United States Department of Agriculture (USDA), projects a slight increase in global soybean production in the 2025/26 harvest, estimated at 426.82 million tons, compared to 420.87 million tons in the 2024/25 season. Global final stocks are expected to increase from 123.18 million to 124.33 million tons, signaling stability in the global supply of the oilseed.