Peanut and peanut oil trading summary and analysis forecast (Week 21, 2025)

01 Peanut

In the 21st week (May 19-May 23, 2025), the national average price of peanuts is 8,467 yuan/ton. The prices of peanuts in various regions are shown in the following table:

Weekly Review:

This week, the price of imported rice continued to rise, and middlemen were reluctant to sell. The downstream market's enthusiasm for taking goods has declined due to the high price. Since the price-performance ratio is not as good as domestic peanuts, the arrival volume of peanuts has decreased, supporting the peanut market. It is expected that peanuts will continue to fluctuate at a high level in the short term. In the domestic peanut market, Henan and Northeast production areas have a strong bullish sentiment. The supply outside the warehouse in Henan production area has been effectively consumed. In addition, food factories and traders are concentrating on replenishing warehouses before the Dragon Boat Festival. The consumption of supply in the production area has accelerated, and the proportion of oil mills shutting down and stopping collection is expected to increase.

It is expected that the market prices of peanuts in various places will generally be strong in the short term, the market transaction will improve, and the speculation atmosphere in the production area will continue to heat up. It is not ruled out that the staged high prices may be adjusted, but the risk of a big drop may be low. Pay attention to the subsequent sowing of new peanuts and the shipment volume of the Northeast production area, combined with the inventory volume. In the medium term, peanut prices will remain relatively high, and there will be plenty of time for peanut sales. The production area has a strong bullish mentality. Inventory costs have risen, and most inventory profits have been relatively rich, and the ability to resist pressure has increased.

02 Peanut oil

In the 21st week (May 19-May 23, 2025), the national average price of peanut oil is: 15,975 yuan/ton. The reference prices are as follows:

Weekly Review:

This week, the prices of ordinary peanut oil and small-pressed fragrant peanut oil in various places continued to be stable. The rise in the price of peanut raw materials supports the market price of peanut oil. Peanut oil is currently in the off-season, with weak demand, increased operating rates of oil mills, and slightly loose supply of peanut oil. It is expected that in the short term, the price of peanut oil is likely to remain stable.