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Indonesia tightened its palm oil export quota ratio to 1:4 from 1:6, cutting the amount exporters can ship relative to domestic sales. The trade ministry will also release about 3 million mt of frozen export permits gradually through January 2024, at roughly 336,000 mt per month.
Analysts estimate Indonesian supply could fall about 30% in the near term, which tightens global vegetable oil supply and supports palm and substitute oil prices. The phased release of held-back permits limits how far the squeeze will run.
ukragroconsult.com2023年4月28日在过去 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 842 次看涨的政策事件之后，豆油 在 5 个交易日内中位数变动 +0.2%（52% 上涨；中间一半区间为 -1.6% 至 +2.1%），20 个交易日内为 -0.5%。
历史可比事件尚不足，暂无法给出历史解读。
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 export quota ratio change and gradual release of about 3 million mt of frozen export permits raised expected export supply.
Indonesia's gradual release of frozen export permits and quota ratio change point to more palm oil supply reaching global markets, which is bearish for competing vegetable oils.
