加载中…
Fastmarkets reviews palm oil price trends under climate change, noting NOAA declared the transition from La Niña to El Niño on June 8. It expects a moderate-to-strong El Niño to affect Southeast Asian rainfall, with the key risk period late autumn to early winter.
Malaysian output was weak early in 2023, with April the lowest since 2006.
El Niño-driven drought in Malaysia and Indonesia would cut palm oil yields and tighten supply into 2024. Markets are likely to price in this risk ahead of the critical late-year weather window.
fastmarkets.comJoao Morciani2023年7月11日在过去 181 次看涨的天气事件之后，棕榈油 在 5 个交易日内中位数变动 +0.5%（56% 上涨；中间一半区间为 -0.9% 至 +1.9%），20 个交易日内为 +0.3%。
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。
