Peanut and peanut oil trading summary and analysis forecast (Week 11, 2025)

01 Peanut

In the 11th week (March 10-March 14, 2025), the national average price of peanuts is 8,517 yuan/ton. The prices of peanuts in various regions are shown in the following table:

Weekly Review:

This week, the price of peanuts fluctuated. The grassroots have not yet concentrated on the increase in volume, and there is a large surplus in the production area. In terms of supply, although the peanut inventory of oil mills has decreased, the inventory pressure is still relatively large; in terms of demand, peanuts performed relatively steadily, with general purchases and sales. Traders mainly digested inventory, and middlemen generally looked for opportunities to raise prices. The purchase situation of oil mills in some regions improved. The price of peanut oil in the terminal market was weak, and the goods were not moving fast, which was bearish for the peanut market. It is expected that the price of peanuts will stabilize in the short term. At this stage, the spot supply and demand are weakly balanced, the overall purchase and sales are general, and the trend lacks key support.

02 Peanut oil

In the 11th week (March 10-March 14, 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 is in the traditional off-season, and the sales speed is not slow. 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 has a high degree of substitution, so there is still a risk of falling.