중국 곡물 및 시리얼 인사이트

According to a fresh forecast by the US Department of Agriculture (USDA), global corn stocks could plummet to a 12-year low by the end of the 2025-26 season. Behind this trend is sustained strong demand – the supply side will require extraordinary crop yields to avoid further tightening. The USDA's May 12 estimate suggests global market closing stocks could reach 277.8 million tons, compared to the market's expectation of 297.4 million tons. This represents a 3% annual decline and a 16% drop from the 2023-24 season – marking the lowest level since 2013-14. The analysis indicates the stock-to-use ratio for 2025-26 could be 18.9% – the lowest value since 2012-13. Global supply will remain tight, which also carries price increase risks. Excluding China, global stocks would grow 7% compared to the previous year, yet still show the second-lowest level in 13 years. This suggests China is currently a demand factor rather than a stabilizing force in the market. The USDA expects a ...

Prices have fallen on commodity markets this week. In Chicago, wheat dropped by 1.7 percent, corn by 3.5 percent, soybeans by 1.7 percent, and rapeseed by 1.4 percent. In Europe, milling wheat decreased by 2.2 percent, corn by 5.5 percent, rapeseed by 3.3 percent, and feed wheat by 0.7 percent. Soybean futures prices were under pressure from multiple directions, with the most important signals being those indicating that U.S. President Donald Trump might revive the trade war with China after stating that China is not fulfilling its part of the agreements required for further trade negotiations. Corn and wheat price levels fell together with soybeans, with barely any other market drivers. "It seems the corn and wheat markets are moving without main drivers and need new, fresh impacts," said Brady Huck from Advance Trading. Besides Trump's Truth Social post about China, soybean oil futures were also under pressure during the day, as data from the U.S. Energy Information Agency (EIA) ...

The Brazilian Rice Industry Association (Abiarroz) participated this month in an official mission to China, focusing on advancing negotiations for opening the Chinese market to Brazilian rice. The international trip aimed to strengthen ties between the countries and contribute to the progress of a phytosanitary agreement — the first step toward enabling the export of processed grain to the Asian country. China is currently the world's largest consumer of the cereal.