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Gro Intelligence analysis says La Niña's expected exit should lift Southeast Asian palm oil output in 2023. Yields could then fall in 2024 as drier conditions follow La Niña and possible El Niño develops.
Indonesia and Malaysia together supply about 85% of world palm oil, and palm prices have fallen more than 40% from their May 2022 peak.
Near-term supply is expected to improve, which is bearish for palm oil, but a 2024 drop in output could support prices later. This mixed outlook points to renewed volatility in palm oil and related vegetable oil markets.
ukragroconsult.com2023. 2. 21.과거 중립 날씨 이벤트 19건 이후, 팜유은 5거래일 동안 중앙값 +0.2% 변동(상승 53%; 중간 50% 범위 -0.4%~+1.1%), 20거래일 동안 +2.4%.
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.
