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GAPKI analysts say a Chinese reopening from zero-Covid policy could trigger a broader commodity rally and support crude palm oil exports. Malaysian planters report a labour shortage of about 55,000 workers that is cutting yields, and Malaysian stocks reached 2.4 million tons in October, 31% higher year on year.
Expected Chinese demand recovery would support palm exports and prices, but high local stocks and rising labour costs limit the upside. Producers need sustained high prices to offset input cost inflation.
gapki.idGabungan Pengusaha Kelapa Sawit Indonesia (GAPKI)1 dic 2022Tras 38 eventos alcista de macro pasados, Aceite de palma se movió una mediana de +0,5 % en 5 sesiones (61% al alza; mitad central entre -0,5 % y +3,0 %), y -0,3 % en 20.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.
