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CGS-CIMB expects crude palm oil prices to stay under pressure in the RM4,000 to RM5,000 per tonne range. Spot CPO has fallen 30% to RM4,698 since Indonesia lifted its export ban on May 23, with most of the drop after the switch to the Domestic Market Obligation system.
Heavy Indonesian export permits, with 2.44 million tonnes issued through early July, add supply while slower global growth limits demand. Buyers should expect palm oil to remain weak in the near term.
malaymail.com2022. 7. 6.과거 하락 무역 이벤트 158건 이후, 팜유은 5거래일 동안 중앙값 +0.0% 변동(상승 51%; 중간 50% 범위 -1.3%~+0.8%), 20거래일 동안 -1.4%.
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.
Analysis attributes the roughly 30% slide since the export ban lifted to higher Indonesian exports under the DMO system and slower global growth, confirming the supply-driven bearish trend.
Analyst view that higher Indonesian exports and slower global growth keep prices under pressure explains the downside.
