
Palm oil has become the most expensive vegetable oil, with its premium over rival oils at a record level. The Ukraine war has halted sunflower oil supplies.
Dealers say the price gap could push price-sensitive consumers in Asia and Africa to cut consumption or switch to soyoil.
Loss of sunflower oil exports from the Black Sea, combined with a record palm premium, pushes buyers toward soyoil and reduces vegetable oil demand, which is a key input for feed fat and meal markets.
在过去 62 次看涨的地缘政治事件之后,棕榈油 在 5 个交易日内中位数变动 +2.5%(74% 上涨;中间一半区间为 -0.1% 至 +5.8%),20 个交易日内为 +4.0%。
在过去 110 次看涨的地缘政治事件之后,豆油 在 5 个交易日内中位数变动 +1.8%(65% 上涨;中间一半区间为 -0.7% 至 +3.6%),20 个交易日内为 -0.4%。
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。
Palm became the costliest vegoil as the war halted sunoil supply, showing tight vegoil supply and strong price momentum in palm.