◂ 이벤트 타임라인

2023. 11. 8.날씨인도네시아

Concerns about Supply Disruptions Due to the El Nino Phenomenon and Expectations of Increased Demand Pushing Up Prices

ICDX CPO contract prices rose 0.86% in the week to November 3, to IDR 11,720 per kg. Concerns about El Niño-related drought in Southeast Asia and expected Indian demand ahead of Diwali supported prices.

Malaysian vegetable oil exports rose 4% to 6% in October, with India the largest buyer. Indonesia also plans to return about 200,000 hectares of plantations in forest areas to forest.

중요한 이유

Expected pre-Diwali Indian buying and El Niño supply fears push palm prices higher, raising costs for vegetable oil users. Land returns in Indonesia could cut long-term plantation output.

영향 대상팜유▲

출처 1건
icdx.co.id2023. 11. 8.

가격 반응 및 이력

팜유▲상승현재까지1d +0.9%5d +2.5%20d +0.2%

과거 상승 날씨 이벤트 181건 이후, 팜유은 5거래일 동안 중앙값 +0.5% 변동(상승 56%; 중간 50% 범위 -0.9%~+1.9%), 20거래일 동안 +0.3%.

2026. 9. 3.CPO Prices to Stay Firm Above RM4,600 (USD1,133) on Tightening Supply and Geopolitical Disruptions — PalmPulse-1.1%
2023. 11. 30.El Niño ahead: Potential disruption to fishmeal supply in 2024-2.6%
2026. 4. 29.Indonesia 2026 crude palm oil output to fall due to El Nino, high fertiliser prices, association says | The Star+2.8%
2026. 8. 11.El Nino, biodiesel demand support CPO prices despite rising stocks+0.4%
2023. 9. 8.Indonesia expects delayed rainy season due to El Nino-1.5%

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.

팜유 PALMOIL · GP ▸

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