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本周度关注三大因素:小型花生仁的油厂需求、苏丹和阿根廷的作物情况,以及冷藏集装箱的运费溢价。
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Peanut kernels: price drivers to watch this quarter

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Posted on 2026-9-26 19:32:39 |Reserved| Show All Floors |Reading Mode
Sharing the three drivers we watch: oil-mill demand for the smaller grades, the Sudan/Argentina crop, and the freight premium on reefer space.

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 Thread Starter| Posted on 2026-9-26 22:32:39 |Reserved| Show All Floors
Add the aflatoxin-related rejections at destination — they quietly remove volume from the market and firm up the compliant supply.
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