Peanut and peanut oil trading summary and analysis forecast (week 9, 2025)

01 Peanut

In the 9th week (February 24-February 28, 2025), the national average price of peanuts was 8,417 yuan/ton. The prices of peanuts in various regions are shown in the following table:

Weekly Review:

This week, the price of peanuts remained basically stable. At present, the supply of raw peanuts in the production area remains low, and the market mainly purchases on demand. We should remain cautious and wait for market guidance. In the short term, it is expected that the overall peanut price will be stable, with small adjustments in some areas. We should pay close attention to the supply volume and terminal demand. Some dealers believe that it is unlikely that the price of peanuts will fall again. The purchase situation of oil mills in some areas has improved. At present, the amount of oil mills that have been opened for collection is not much, and the transaction price has stabilized. It is expected that the price of peanuts will stabilize in the short term. In terms of supply, although the import volume is small, the overall supply is relatively loose. The peanut inventory of oil mills has accumulated to a high level, and the inventory pressure is relatively large. The transaction situation in the peanut market is expected to improve, which supports the peanut market.

02 Peanut oil 

In the 9th week (February 24-February 28, 2025), the national average price of peanut oil is: 15,600 yuan/ton. The reference prices are as follows:

Weekly Review:

This week, the prices of ordinary peanut oil and small-pressed fragrant peanut oil are stable. In terms of demand, peanut oil has entered the traditional off-season, and the sales speed has slowed down. In terms of supply, the operating rate of oil mills has increased, and the supply pressure of peanut oil has increased. It is expected that in the short term, the price of peanut oil will likely remain stable. The increase in peanut oil production and sufficient supply are bearish for the peanut oil market, so the price of peanut oil may remain stable. However, peanut oil is not cost-effective, and there is a risk of falling in the off-season.