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Malaysian palm oil futures reached a new all-time high on September 30 as Chinese buyers rushed to book shipments. Chinese soybean crushers had slowed or suspended operations due to power outages, with an estimated loss of 160,000 to 180,000 tonnes of soy oil in September-October.
Chinese restocking ahead of Golden Week and the loss of domestic soy oil output push buyers toward palm oil, lifting prices. Reduced crushing also cuts meal output, which is supportive for soybean meal.
spglobal.comAditya Kondalamahanty2021年9月30日在过去 15 次看涨的物流事件之后，棕榈油 在 5 个交易日内中位数变动 -0.1%（47% 上涨；中间一半区间为 -2.4% 至 +3.9%），20 个交易日内为 +0.5%。
在过去 85 次看涨的物流事件之后，豆油 在 5 个交易日内中位数变动 +0.7%（64% 上涨；中间一半区间为 -1.3% 至 +2.7%），20 个交易日内为 +3.1%。
在过去 167 次看涨的物流事件之后，豆粕 在 5 个交易日内中位数变动 +0.5%（54% 上涨；中间一半区间为 -1.8% 至 +2.9%），20 个交易日内为 -1.2%。
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。
Malaysian palm futures hit an all-time high on Sept 30 as Chinese buyers rushed to book cargoes to offset soy oil lost to power-outage crusher shutdowns, a direct demand and substitution driver within the window.
