Peanut and peanut oil trading summary and analysis forecast (Week 26, 2025)

01 Peanut

In the 26th week (June 23-June 27, 2025), the national average price of peanuts was 9,200 yuan/ton. The prices of peanuts in various regions are shown in the following table:

Weekly Review:

This week, the price of imported peanuts stopped rising and stabilized. The number of imported peanuts dropped significantly year-on-year. The supply of imported peanuts was weak, supporting the market price of peanuts. In the domestic peanut market, some holders have made enough profits, and there is no sign of improvement in the market, so traders have made small concessions to recover the money. The quality of the remaining supply is uneven, and there are few good goods. The market gives prices according to quality, so the market price is lowered. At present, the inventory level in the production area has further declined, and the downstream market purchases have gradually slowed down.

In general, the supply and demand situation of peanuts is difficult to improve in the short term, and the price of peanuts is mainly stable. The temperature is too high, the storage of peanuts is more difficult, and traders are less prepared. The new season peanuts in Jiangxi will be on the market in a month. The market is waiting for the guidance of the new season peanut production, and the price of old season peanuts may not change much. In the later stage, attention should be paid to the progress of inventory digestion and the degree of demand improvement.

02 Peanut oil

In the 26th week (June 23-June 27, 2025), the national average price of peanut oil is: 15,900 yuan/ton. The reference prices are as follows:

Weekly Review:

This week, the prices of domestic ordinary peanut oil and small-pressed fragrant peanut oil remained stable. The price of peanut raw materials has stopped rising and weakened, and the decline in international oil prices has suppressed the market price of peanut oil. However, the supply and demand of peanut oil is relatively balanced at present, and the price of peanut oil is at a high level. The market mentality of price change is weak, so the price has been relatively stable. It is expected that in the short term, the price of peanut oil is likely to remain stable and fluctuate. Pay more attention to the listing of new season peanuts in the later period.