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Asian crude palm oil prices reached their highest level in over three months on Jan 28, with FOB Indonesia February loading assessed at $1,115/mt. Gains in rival oils and expectations of lower output in key producing countries supported the rally.
Indonesia's March loading price rose to $1,145/mt on anticipation of a higher export tax in March.
Lower expected output and an anticipated Indonesian export tax increase lift palm export costs, supporting global prices. Higher palm prices may push Indian buyers to return once prices dip, shaping near-term demand.
ukragroconsult.com2026. 1. 29.
spglobal.comAditya Deval2026. 1. 28.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%.
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%.
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.
Asian CPO hit a three-month high on strong rival oils, lower expected output and anticipation of Indonesia's higher March export tax, which lifted the price.
Rally to a three-month high on stronger rival oils, expected lower output and an anticipated higher Indonesian export tax shows the supply and policy backdrop before the move, though it predates the Feb 2 date.
