
Palm oil has become the most expensive vegetable oil, with its premium over rival oils at a record level. The Ukraine war has halted sunflower oil supplies.
Dealers say the price gap could push price-sensitive consumers in Asia and Africa to cut consumption or switch to soyoil.
Loss of sunflower oil exports from the Black Sea, combined with a record palm premium, pushes buyers toward soyoil and reduces vegetable oil demand, which is a key input for feed fat and meal markets.
Setelah 62 peristiwa geopolitik bullish sebelumnya, Minyak Sawit bergerak median +2,5% selama 5 sesi (74% lebih tinggi; separuh tengah -0,1% sampai +5,8%), dan +4,0% selama 20 sesi.
Setelah 110 peristiwa geopolitik bullish sebelumnya, Minyak Kedelai bergerak median +1,8% selama 5 sesi (65% lebih tinggi; separuh tengah -0,7% sampai +3,6%), dan -0,4% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.
Palm became the costliest vegoil as the war halted sunoil supply, showing tight vegoil supply and strong price momentum in palm.