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Indonesian industry forum InfoSAWIT said palm oil remains central to global food and biofuel supply, with about half of output coming from Indonesia. It said the Russia-Ukraine war disrupted sunflower oil supplies to many countries.
The article argues that this shortfall pushed up demand and prices for palm oil.
Lost sunflower oil supply makes palm oil a substitute, which supports its demand and price. The effect depends on how long sunflower supply stays constrained.
en.infosawit.comInfoSAWIT English2023年4月15日在过去 62 次看涨的地缘政治事件之后，棕榈油 在 5 个交易日内中位数变动 +2.5%（74% 上涨；中间一半区间为 -0.1% 至 +5.8%），20 个交易日内为 +4.0%。
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。
