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The shortage of sunflower and rapeseed oils, where Russia and Ukraine supply nearly 75% of global exports, may push the EU to buy more palm oil from Malaysia and Indonesia. Analysts noted that low Malaysian output may limit its ability to meet the extra demand.
Closed Ukrainian crushing plants and ports have disrupted sunflower oil and meal flows.
Expected EU switching toward palm oil supports CPO prices, though limited Malaysian output caps how much of the gap can be filled.
在过去 133 次看涨的贸易事件之后,棕榈油 在 5 个交易日内中位数变动 +0.7%(64% 上涨;中间一半区间为 -0.8% 至 +2.3%),20 个交易日内为 +1.7%。
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。