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Malaysia's CPO futures benchmark may trade near RM2,400 per tonne in June and July if exports stay strong, according to Palm Oil Analytics. Exports to India resumed after four months, though Malaysia's March shipments to India had fallen 97% year on year.
Production is expected to peak from August to October, which could push prices down to about RM2,200.
Resumed Indian buying supports palm prices in the near term, but seasonal production peaks are expected to weigh on them later in the year. Feed buyers should watch palm oil and its meal substitutes for near-term firmness.
kpk.gov.my2020. 6. 1.
intrafish.comJohn Evans2020. 5. 8.
sarawaktribune.comBernama2020. 5. 30.과거 상승 무역 이벤트 133건 이후, 팜유은 5거래일 동안 중앙값 +0.7% 변동(상승 64%; 중간 50% 범위 -0.8%~+2.3%), 20거래일 동안 +1.7%.
과거 비교 가능한 이벤트가 아직 부족해 이력 분석을 할 수 없습니다.
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.
Resumed Malaysian exports to India after four months imply stronger import demand and supportive near-term CPO futures, consistent with a sharp price rise on June 1.
Resumed exports to India and analyst expectations of CPO near RM2,400 reinforced bullish demand sentiment, though the forecast of a seasonal output peak tempers the outlook.
