Peanut and peanut oil trading summary and analysis forecast (2025, Week 10)

01 Peanut

In the 10th week (March 3-March 7, 2025), the national average price of peanuts is 8,500 yuan/ton. The prices of peanuts in various regions are shown in the following table:

Weekly Review:

This week, the price of peanuts has been stable with a slight increase. In terms of supply, although the peanut inventory of oil mills has decreased, the inventory pressure is still relatively large; in terms of demand, the performance of peanuts is relatively stable, the purchase and sale are general, and traders mainly digest the inventory. Some dealers believe that the possibility of peanut prices falling again is not great, and the purchase situation of oil mills in some regions has improved. The terminal market price is weak and the goods are not moving fast. It is expected that the price of peanuts will stabilize in the short term. The overall sluggish market demand has not improved significantly. The pressure of peanut inventory is still large. The loose supply suppresses the increase in peanut prices. In addition, the overall oil and fat sector is expected to be weak, and the support for peanut prices is insufficient. Peanut prices may fall back.

02 Peanut oil

In the 10th week (March 3-March 7, 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. On the supply side, the operating rate of oil mills has increased, and the supply pressure of peanut oil has increased. On the demand side, peanut oil has entered the traditional off-season, and the sales speed has slowed down. 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.