For the Quarter Ending March 2026
Peanut Oil Prices in North America
- In United States, the Peanut Oil Price Index fell quarter-over-quarter in Q1 2026, driven by surging commercial peanut inventories.
- The Peanut Oil Production Cost Trend fluctuated in January 2026, despite producer prices rising 4.0% in March 2026.
- The Peanut Oil Demand Outlook remained stable in March 2026, supported by 4.0% retail sales and 4.3% unemployment.
- The Peanut Oil Price Forecast reflected downward trends in March 2026, as consumer confidence reached 91.8 amid 3.3% inflation.
- The Manufacturing Index expanded in March 2026, while industrial production grew 0.7%, maintaining baseline industrial oil consumption.
- Commercial peanut stocks surged in March 2026, and shelled peanut oil stocks strengthened in February 2026, increasing supply.
- In-shell peanut feedstock prices and diesel energy prices weakened in January 2026, lowering initial crushing expenses.
- Commercial processor utilization within the food manufacturing sector stabilized in February 2026, ensuring steady raw material procurement.
Why did the price of Peanut Oil change in March 2026 in North America?
- Commercial peanut inventories surged in March 2026, creating an abundant supply and downward price pressure.
- In-shell peanut feedstock prices weakened in January 2026, directly reducing overall crushing and operational costs.
- Diesel energy prices weakened in January 2026, lowering transportation expenses for agricultural oilseed distribution networks.
Peanut Oil Prices in APAC
- In China, the Peanut Oil Price Index fell quarter-over-quarter in Q1 2026, driven by abundant feedstock supplies.
- The Peanut Oil Demand Outlook weakened as consumer inflation reached 1.0% in March 2026, limiting premium purchases.
- Retail sales grew only 1.7% and unemployment reached 5.4% in March 2026, reducing premium oil consumption.
- Consumer confidence hit 91.6 in February 2026, while domestic peanut ending stocks expanded during the same period.
- The Peanut Oil Production Cost Trend increased as factory-gate prices rose 0.5% year-over-year in March 2026.
- Industrial production grew 5.7% and the Manufacturing Index expanded in March 2026, supporting industrial food processing.
- Asian spot liquefied natural gas prices soared in March 2026, further elevating industrial processing energy expenses.
- Groundnut oil export volumes plummeted between January and February 2026, ensuring a bearish Peanut Oil Price Forecast.
Why did the price of Peanut Oil change in March 2026 in APAC?
- Domestic peanut food consumption declined across major categories in February 2026, reducing overall market demand.
- Overall domestic peanut production expanded, ensuring ample crushing supply throughout the market in Q1 2026.
- Chinese buyer purchasing interest for inshell peanuts weakened significantly during the month of March 2026.
Peanut Oil Prices in Europe
- In Germany, the Peanut Oil Price Index rose quarter-over-quarter in Q1 2026, driven by elevated transportation costs.
- The Peanut Oil Production Cost Trend increased during March 2026 as consumer inflation reached 2.7 percent.
- The Peanut Oil Demand Outlook remained supported in February 2026 as retail sales grew by 0.7 percent.
- The Peanut Oil Price Forecast reflected upward pressure in March 2026 as natural gas import costs spiked.
- Industrial-grade Peanut Oil demand saw flat baseline support during February 2026, with industrial production at 0.0 percent.
- The Manufacturing Index expanded in March 2026, driving industrial consumption for the Peanut Oil Price Index.
- Wholesale Peanut Oil pricing faced downward pressure in March 2026 as the producer price index fell 0.2 percent.
- A stable 4.2 percent unemployment rate in February 2026 sustained household disposable income for premium Peanut Oil.
- Deeply negative consumer confidence at -24.7 in March 2026 prompted consumers to substitute premium Peanut Oil.
Why did the price of Peanut Oil change in March 2026 in Europe?
- Transportation and logistics costs for agricultural commodities spiked as diesel prices surged in March 2026.
- European natural gas import costs spiked due to severe regional supply disruptions in March 2026.
- Groundnut oil trade flows at Rotterdam fluctuated amid shifting agricultural market dynamics in Q1 2026.
For the Quarter Ending December 2025
Peanut Oil Prices in North America
- In United States, the Peanut Oil Price Index rose in Q4 2025, driven by robust consumer spending and rising producer costs.
- Peanut Oil production costs increased in Q4 2025, influenced by strengthening natural gas and a 3.0% PPI increase in November 2025.
- Demand for Peanut Oil strengthened in Q4 2025, supported by a 3.3% retail sales increase in November 2025.
- Industrial demand for Peanut Oil expanded in December 2025, as industrial production increased by 2.0% year-over-year.
- Global peanut inventories swelled to elevated levels in Q4 2025, contributing to weakened peanut feedstock costs.
- Consumer preference for plant-based oils strengthened in Q4 2025, bolstering demand for Peanut Oil in the Food and Beverage sector.
- US commercial peanut stocks increased in October 2025, alongside a surge in global peanut supply in 2025.
- Rising general inflation, with CPI increasing 2.7% year-over-year in December 2025, pressured overall operational costs.
Why did the price of Peanut Oil change in December 2025 in North America?
- Strong consumer spending, with retail sales up 3.3% in November 2025, boosted demand.
- Rising producer input costs, PPI up 3.0% in November 2025, pressured production expenses.
- Weakened peanut feedstock costs in Q4 2025, from global surplus, partially offset rising costs.
Peanut Oil Prices in APAC
- In China, Peanut Oil Price Index fell in Q4 2025, influenced by weak consumer spending and high inventories.
- Peanut feedstock costs weakened in November 2025 due to slower demand for oil cakes.
- China's Manufacturing Index expanded in December 2025, indicating growth in food processing.
- Industrial production rose by 5.2% year-over-year in December 2025, supporting ingredient demand.
- Consumer Price Index (CPI) rose 0.8% year-over-year in December 2025, reflecting subdued consumer demand.
- Producer Price Index (PPI) declined 1.9% year-over-year in December 2025, indicating producer deflationary pressure.
- Retail sales growth was low at 0.9% year-over-year in December 2025, impacting household cooking oil consumption.
- The unemployment rate stood at 5.1% in December 2025, contributing to cautious consumer spending.
- Elevated global peanut inventories in Q4 2025, driven by increased output, pressured international peanut prices.
Why did the price of Peanut Oil change in December 2025 in APAC?
- Weak consumer spending, with 0.8% CPI and 0.9% retail sales growth in December 2025, reduced demand.
- Peanut feedstock costs weakened in November 2025; electricity prices experienced downward pressure in Q4 2025.
- Elevated global peanut inventories and increased domestic production in Q4 2025 created oversupply conditions.
Peanut Oil Prices in Europe
- In Germany, the Peanut Oil Price Index fell quarter-over-quarter in Q4 2025, influenced by deflationary producer prices.
- Peanut feedstock costs experienced downward pressure in Q4 2025 due to abundant global harvests.
- The Peanut Oil demand outlook was challenged by contracting manufacturing activity in December 2025.
- Consumer confidence in Germany was significantly negative at -17.5 in December 2025, impacting discretionary spending.
- Global peanut ending stocks remained elevated across major origins during Q4 2025, contributing to ample supply.
- Energy commodity prices experienced a continuing downward trend in December 2025, easing overall production expenses.
- Retail sales in Germany grew modestly by 1.1% year-over-year in November 2025, supporting stable consumer demand.
- Industrial production showed sluggish growth of 0.8% year-over-year in October 2025, limiting industrial consumption.
- The Peanut Oil Price Forecast suggests continued pressure from high inventories and subdued industrial activity.
Why did the price of Peanut Oil change in December 2025 in Europe?
- Producer prices declined by 2.5% year-over-year in December 2025, indicating overall deflationary pressure.
- Consumer confidence was significantly negative at -17.5 in December 2025, suppressing spending on premium food items.
- Global peanut ending stocks remained elevated in Q4 2025, contributing to an abundant supply situation.
For the Quarter Ending September 2025
Peanut Oil Prices in North America
- In North America, peanut oil market conditions were shaped by stable domestic consumption and lower farmer selling, which tightened raw peanut availability.
- Holiday-season procurement contributed to consistent buying interest from food processors and foodservice operators.
- Procurement behavior followed broader vegetable oil dynamics, as buyers assessed relative competitiveness against soybean and canola oils.
- Production Cost Trend rose modestly as processors faced elevated energy and labor expenses.
- Demand Outlook stayed strong in the foodservice sector, especially in frying and specialty applications.
- Increased reliance on refined peanut oil imports helped balance temporary supply gaps.
- The Price Forecast suggests moderate upward pressure if harvest-time weather disruptions persist.
Why Did the Peanut Oil Market Shift in September 2025 in North America?
- Lower farmer selling and weather-related yield issues constrained raw peanut availability.
- Higher energy and processing inputs increased operational costs.
- Strong holiday-season demand from foodservice operators influenced procurement volumes.
Peanut Oil Prices in Europe
- In Europe, market conditions were influenced by higher import costs and currency movements affecting procurement decisions.
- Importers faced tighter availability from key suppliers in Asia and Africa due to logistical slowdowns.
- Substitution effects from sunflower and rapeseed oil markets shaped purchasing strategies across food manufacturers.
- Production Cost Trend increased for refiners due to elevated energy costs and processing overheads.
- Demand Outlook remained steady, driven by bakery, confectionery, and specialty culinary sectors.
- Import delays and rising freight rates constrained short-term supplies within the bloc.
- The Price Forecast points to continued upward pressure if freight and energy markets remain firm.
Why Did the Peanut Oil Market Shift in September 2025 in Europe?
- Higher import and freight costs limited availability from major origins.
- Elevated industrial energy expenses increased refining costs.
- Reduced export flows from traditional suppliers caused tighter European inventories.
Peanut Oil Prices in APAC
- In India, the Peanut Oil Price Index rose by 2.86% QoQ, reflecting tighter domestic procurement.
- The average Peanut Oil price for the quarter was USD 1615.93/MT, supporting margins locally.
- Peanut Oil Spot Price strengthened as processors raised bids amid limited kernel availability.
- Price Index movements tracked broader edible oil markets, with regional parity shaping trade flows.
- Production Cost Trend increased due to higher crushing and packaging expenses.
- Demand Outlook remained firm in household consumption, with seasonal industrial usage improving.
- Export demand and port congestion supported offers, lifting spot prices at loading points.
- Price Forecast highlights upside risks if export enquiries persist and domestic supplies tighten.
Why Did the Price of Peanut Oil Change in September 2025 in APAC?
- Domestic kernel shortages reduced processing throughput, tightening supply.
- Higher crushing and freight costs elevated production breakevens.
- Logistical delays and stronger export enquiries tightened effective availability, amplifying volatility.
Peanut Oil Prices in South America
- In Brazil, the Peanut Oil Price Index fell by 4.39% QoQ as export demand softened.
- The average Peanut Oil price was USD 1598.33/MT, based on FOB Santos assessments.
- Spot prices saw limited upside as crushing margins compressed and competition increased.
- Price Forecast remains cautious amid weak export interest and ample regional supplies.
- Production Cost Trend edged lower with easing raw peanut prices.
- Demand Outlook weakened across edible oil and biodiesel segments amid slower consumer purchasing.
- Rising inventories and subdued export enquiries constrained price recovery.
- Logistics disruptions at Santos port affected shipments, influencing short-term price direction.
Why Did the Price of Peanut Oil Change in September 2025 in South America?
- Higher local peanut availability and competition from Argentina pressured prices.
- Lower farmgate prices reduced processing costs, weighing on margins and quotations.
- Port congestion delayed shipments, softening export demand and limiting price rebound.
