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Malaysian palm oil futures fell for a second day after Indonesia said it is considering a larger export quota to reduce high domestic stocks. Indonesia is also weighing higher biodiesel blending mandates to support farm prices, and weaker soyoil and palm oil in Dalian added pressure.
A larger Indonesian export quota adds supply to global vegetable oils, but a possible biodiesel mandate increase would absorb palm output domestically and could limit the downside. Net, the policy signals point to weaker palm prices with some support from biofuel demand.
mettisglobal.newsMG News2022/07/04
brecorder.comReuters2022/07/04過去の弱気な政策イベント399件の後、PALMOIL は5営業日で中央値 -0.0% 動き（49% が上昇。中央50%は -1.3% から +1.1%）、20営業日では +0.2% 動きました。
過去の弱気な政策イベント351件の後、SBO は5営業日で中央値 -0.0% 動き（49% が上昇。中央50%は -1.7% から +1.8%）、20営業日では -0.2% 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。
Dated 2022-07-04 itself: palm futures extended losses as Indonesia mulled a larger export quota and higher stock-clearing, adding supply pressure, plus weaker Dalian oils.
Indonesia considering a larger export quota signals more supply reaching the market to cut high domestic stocks, pressuring prices early in the window.
Indonesia considering a larger export quota to cut domestic stocks raised the supply outlook and extended losses on July 4.
On July 4 Malaysian palm fell for a second day as Indonesia weighed larger export quotas to cut high domestic stocks, with weaker Dalian soyoil and palm adding pressure; palm weakness spills into soyoil as a close substitute.
