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GAPKI expects Indonesia's 2022 palm oil exports to fall only about 1 million tons to 33.2 million tons, despite a new rule requiring exporters to allocate 20% of shipments to the local market. Palm oil prices extended a rise to a fresh record after the policy was announced.
The domestic allocation rule may disrupt February shipments but is expected to have limited effect on overseas supply, so the price impact should be modest.
在过去 513 次中性的政策事件之后,棕榈油 在 5 个交易日内中位数变动 0.0%(50% 上涨;中间一半区间为 -1.6% 至 +1.4%),20 个交易日内为 -0.1%。
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。