Although CPO Supplies for B50 are Secure, Exports and Fiscal Conditions Could Be Under Pressure

과거 상승 정책 이벤트 548건 이후, 팜유은 5거래일 동안 중앙값 +0.4% 변동(상승 61%; 중간 50% 범위 -0.7%~+2.1%), 20거래일 동안 +0.9%.

• 2025. 1. 6.Demand for Malaysian palm oil could rise if Indonesia raises exports levy — TA Securities+0.3%
• 2023. 3. 1.CPO Reference Prices For Export Outages And Features Rise+1.8%
• 2024. 9. 10.Continue Program B40 To B50, Government Reviews Options To Transfer CPO Exports To Europe For Domestic Needs-0.9%
• 2024. 9. 5.Palm Oil News - CPO Reference Price Gets increased in September 2024, Out Fee and Export Duties Would be US$ 142 per Ton+0.4%
• 2021. 12. 1.New supply chain pressures on commodities-3.6%

과거 상승 정책 이벤트 842건 이후, 대두유은 5거래일 동안 중앙값 +0.2% 변동(상승 52%; 중간 50% 범위 -1.6%~+2.1%), 20거래일 동안 -0.5%.

• 2023. 7. 27.Sunflower oil and meal export duties are proposed to be extended for another year in Russia-6.8%
• 2025. 6. 28.Argentina reinstates higher export duties for soybeans and corn - Buenos Aires Herald+3.2%
• 2022. 2. 7.FEATURE: Renewable diesel producers racing for the finish line as credits under pressure | S&P Global+0.9%
• 2021. 3. 2.Pres. Fernandez pledges support to Argentina meals, oils exports - Fastmarkets+9.1%
• 2022. 5. 20.Argentine President touts tax hikes to curb food inflation, lacks Congress support-0.4%