미국 대두 인사이트

On Friday, the U.S. Department of Agriculture made significant changes to its soybean oil demand forecasts for the United States for 2025-2026, which begins on October 1. The agency cited recent blending requirements, tax incentives, and restrictions on foreign raw material imports. Soybean oil consumption for biofuel production in the U.S. is projected to reach a record 15.5 billion pounds in 2025-2026, which is 23% higher than the three-year average and 12% higher than the USDA's June estimate. The department reduced exports in 2025-2026 to meet growing domestic demand. New data shows that biofuel will account for more than half of total U.S. soybean oil consumption for the first time in history — approximately 53%. Consequently, soybean processing volume in the U.S. in 2025-2026 is expected to reach a new record of 2.54 billion bushels. This will represent 58% of total domestic production reduction, which will be the highest level in 18 years and further undermine exports. The ...

Last week was marked by more intense buying movements on the CBOT for the soybean complex, with soyoil pulling the market after confirmation of the 45Z program in the United States, besides the release of reports on US acreage and quarterly stocks. Regarding acreage, there was a slightly larger reduction than the market expected, as

On Thursday in the Midwest United States, spot soybean rates mostly remained stable as futures rebounded from previous lows. Corn and soybean futures on the Chicago Mercantile Exchange rose on Thursday ahead of monthly supply and demand reports from the U.S. Department of Agriculture, which are set to be published on Friday. Soybean futures on the Chicago Mercantile Exchange closed higher on Thursday, rebounding from a three-month low of around $10 per bushel, as traders balanced positions ahead of monthly U.S. crop supply and demand reports due Friday, while favorable Midwest weather restrained growth, brokers reported. August CBOT soybean futures rose 3.5 cents to $10.12 1/2 per bushel, bouncing after falling to $10.01 3/4. New crop soybeans for November delivery rose 6.5 cents to $10.13 3/4 per bushel after falling to $10.02 1/4, the contract's lowest level since mid-April. CBOT soybean meal futures closed higher, consolidating after most contract months set lifetime lows. ...