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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. 5. 4.과거 하락 무역 이벤트 158건 이후, 팜유은 5거래일 동안 중앙값 +0.0% 변동(상승 51%; 중간 50% 범위 -1.3%~+0.8%), 20거래일 동안 -1.4%.
과거 하락 무역 이벤트 803건 이후, 대두은 5거래일 동안 중앙값 +0.0% 변동(상승 51%; 중간 50% 범위 -1.7%~+1.7%), 20거래일 동안 +0.9%.
각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.
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.
