◂ 이벤트 타임라인

2022. 12. 1.거시중국

Analysts: Good CPO Price Needed To Offset Rising Input Costs

GAPKI analysts say a Chinese reopening from zero-Covid policy could trigger a broader commodity rally and support crude palm oil exports. Malaysian planters report a labour shortage of about 55,000 workers that is cutting yields, and Malaysian stocks reached 2.4 million tons in October, 31% higher year on year.

중요한 이유

Expected Chinese demand recovery would support palm exports and prices, but high local stocks and rising labour costs limit the upside. Producers need sustained high prices to offset input cost inflation.

영향 대상팜유▲

출처 1건
gapki.idGabungan Pengusaha Kelapa Sawit Indonesia (GAPKI)2022. 12. 1.

가격 반응 및 이력

팜유▲상승현재까지1d +2.8%5d +0.8%20d -0.4%

과거 상승 거시 이벤트 38건 이후, 팜유은 5거래일 동안 중앙값 +0.5% 변동(상승 61%; 중간 50% 범위 -0.5%~+3.0%), 20거래일 동안 -0.3%.

2022. 12. 16.Rising oil prices and import rates to India are supporting vegetable oil quotes-0.1%
2022. 1. 2.Palm oil prices to stay high as fertiliser costs limit output, says CPOPC | The Star+5.7%
2016. 12. 5.The good oil on grain prices… - Grain Central+0.8%
2026. 3. 6.Palm oil prices rise 4% as higher energy costs lift biofuel spread margins | S&P Global+6.0%
2021. 6. 10.In the eye of the storm: How the oilseeds market emerged as the global driver of agriculture markets, its role in wider food price inflation - Fastmarkets-6.9%

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.

팜유 PALMOIL · GP ▸

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