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Malaysia's palm oil exports fell 41.7% in the first month of its Movement Control Order, to 890,331 tonnes from 1.53 million tonnes a year earlier. China has also decided to draw 500,000 tonnes from its soybean reserves because Brazilian cargoes were delayed.
Malaysia is also deferring the next phase of its B20 biodiesel mandate.
Weaker export demand and deferred biodiesel mandates both reduce palm oil consumption, pressuring CPO prices. China's soybean reserve drawdown also cuts its near-term imports, which weighs on soybean prices.
themalaysianreserve.comDzul2020/05/04過去の弱気な貿易イベント158件の後、パーム油 は5営業日で中央値 +0.0% 動き（51% が上昇。中央50%は -1.3% から +0.8%）、20営業日では -1.4% 動きました。
過去の弱気な貿易イベント803件の後、大豆 は5営業日で中央値 +0.0% 動き（51% が上昇。中央50%は -1.7% から +1.7%）、20営業日では +0.9% 動きました。
イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。
Malaysian exports down 41.7% during lockdown, B20 biodiesel deferral and extra Chinese soybean reserve supply point to weak demand and lower palm prices (published 4 May, within the window).
Published 2020-05-04, it reports a 41.7% drop in Malaysian exports, a deferred B20 biodiesel phase and weak demand, all bearish for palm oil prices in the window.
