Today is June, 2022 12. First of all, let's take a look at the important information of today's international market.

According to the tracking of international agricultural products market this week, the price of raw sugar futures fell sharply. As of this Friday and July, the raw sugar futures contract closed down 0.42 cents, and the settlement price closed at-0/8.87 cents per pound, setting a new low in nearly a month.

Data show that raw sugar production in Brazil and India has recently increased.

Among them, although India's sugar export this year is limited to 6.5438+million tons, its total sugar export last year was only about 8 million tons. So far, its total sugar export this year is also below the level of 6.5438+million tons, which is 9.4-9.5 million tons.

So the actual demand of the market is not obvious. In addition, the farmland in Brazil's sugarcane region has partially recovered from the severe drought of 202 1. At present, 248 sugar factories have begun to squeeze, and the market supply is abundant.

Of course, more importantly, higher-than-expected inflation in the United States is regarded as a negative factor for the whole commodity, because the possibility of tightening monetary policy is keeping investors away from risky assets, including agricultural products such as sugar.

US inflation data in May showed that gasoline prices hit a record high and food costs soared, which led to the highest inflation rate in nearly 465,438+0 years, which triggered the expectation that the Fed would tighten its policy more actively.

In fact, since March this year, international commodity prices have been fluctuating at a high level, and with the decline of the probability of further increase, the enthusiasm of investors has declined.

The latest news also shows that in order to maintain the high operating trend of agricultural products prices and reduce the loss of planting income caused by the upward price of agricultural materials such as fertilizers, the United States has passed relevant bills this week, demanding to increase the blending amount of new energy sources including fuel ethanol.

At the same time, in India, where sugar exports are restricted, sugar ethanol projects are also being accelerated.

In addition, this situation is also reflected in the global vegetable oil market.

As the global palm oil price continues to run at a high level, as Indonesia announces the resumption of palm oil export and Ukraine resumes the export of sunflower oil to Europe, it is expected that the tight market supply will be eased.

It is reported that in recent days, Indonesia is introducing various policies to actively promote the export of palm oil, because the export ban less than a month ago caused the domestic palm oil to skyrocket, and the price of palm fruit planted by farmers fell sharply, making it difficult to sell.

However, it should be pointed out that at present, the international prices of white sugar and palm oil are higher than those in China's domestic market, and there is a certain compensatory increase in the domestic white sugar market.

In addition, in the domestic bulk grain market, it is still facing an upward trend.

The latest statistics show that domestic grain depots and flour mills continue to raise prices to buy wheat this weekend. At present, the highest market price has risen to 1.6 1 yuan/kg. With the opening of grain depots in various places, the purchase price of rotation grain in the north has also been adjusted to about 1.57- 1.58 yuan/kg.

It is reported that farmers in the main producing areas are extremely reluctant to sell this year due to rising planting costs and rising prices of new wheat. Some grain brokers reported that this year's wheat business is difficult to do, and the purchase volume is less than half of that of previous years, and some are only 30% to 40%.

And it is difficult to buy and sell food quickly.

The data shows that the initial purchase price of 202 1 wheat is 2400-2500 yuan per ton, and the average price of wheat in the fourth quarter of that year has risen to 2900-3000 yuan per ton.

According to the report from CBN, the price of wheat imported from the United States reached 48 13 yuan per ton in May, which was 1334 yuan higher than that of domestic high-quality wheat sales areas, and the price difference was 32.5 times that of the same period last year.

The corn market has also gone up. Up to now, the mainstream purchase price of corn in Huanghuai area has quietly approached the price of 1.5 yuan again.

In view of the tight supply of corn market in recent two years, the information we obtained from relevant departments shows that the relevant state departments have issued the Implementation Plan for Supporting the Construction of National Food Security in Northeast China, proposing that by 2025, the comprehensive grain production capacity in Northeast China will reach 65.438+0.8 billion tons, with an additional grain production capacity of more than 30 billion Jin.

The three northeastern provinces and one district are the traditional corn gold planting belts in China.