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Malaysia's palm oil exports fell 41.7% in the first month of its Movement Control Order, to 890,331 tonnes from 1.53 million tonnes a year earlier. China has also decided to draw 500,000 tonnes from its soybean reserves because Brazilian cargoes were delayed.
Malaysia is also deferring the next phase of its B20 biodiesel mandate.
Weaker export demand and deferred biodiesel mandates both reduce palm oil consumption, pressuring CPO prices. China's soybean reserve drawdown also cuts its near-term imports, which weighs on soybean prices.
themalaysianreserve.comDzul2020年5月4日在过去 158 次看跌的贸易事件之后，棕榈油 在 5 个交易日内中位数变动 +0.0%（51% 上涨；中间一半区间为 -1.3% 至 +0.8%），20 个交易日内为 -1.4%。
在过去 803 次看跌的贸易事件之后，大豆 在 5 个交易日内中位数变动 +0.0%（51% 上涨；中间一半区间为 -1.7% 至 +1.7%），20 个交易日内为 +0.9%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件；仅描述已发生的情况，不代表未来走势。不构成投资建议。
Malaysian exports down 41.7% during lockdown, B20 biodiesel deferral and extra Chinese soybean reserve supply point to weak demand and lower palm prices (published 4 May, within the window).
Published 2020-05-04, it reports a 41.7% drop in Malaysian exports, a deferred B20 biodiesel phase and weak demand, all bearish for palm oil prices in the window.
