
Malaysian palm oil futures rose 2.5% to 3,780 ringgit on November 2 after Indonesia confirmed it would keep its domestic market obligation export policy through 2024. Indian edible oil imports in October fell to a 16-month low as refiners cut purchases amid high stocks.
Crude oil gains also supported palm as a biodiesel feedstock.
Indonesia's export curbs tighten global palm supply, supporting prices into 2024. Weaker Indian buying offsets some of that support by raising stocks in producing countries.
在过去 548 次看涨的政策事件之后,棕榈油 在 5 个交易日内中位数变动 +0.4%(61% 上涨;中间一半区间为 -0.7% 至 +2.1%),20 个交易日内为 +0.9%。
在过去 438 次看涨的政策事件之后,原油(WTI) 在 5 个交易日内中位数变动 +0.9%(61% 上涨;中间一半区间为 -2.2% 至 +4.6%),20 个交易日内为 +2.0%。
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。
Indonesia's confirmed export policy and firmer crude oil lifted Malaysian palm futures about 2.5% on Nov 2, but this is dated a day after the Nov 1 move, so it likely reflects continuation or the same drivers rather than the cause.