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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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發表於 2026-9-26 19:32:39 |Reserved| 顯示全部樓層 |閱讀模式

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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樓主| 發表於 2026-9-26 22:32:39 |Reserved| 顯示全部樓層

Add the aflatoxin-related rejections at destination — they quietly remove volume from the market and firm up the compliant supply.

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