
The MPOC expects CPO prices to stay above RM4,600 per tonne as supply tightens into the fourth quarter. NOAA gives a 90% likelihood of El Niño developing between September and November, potentially among the strongest on record.
India is expected to raise palm imports amid Black Sea sunflower oil disruptions.
Seasonal production decline in Q4 and El Niño risk to 2027 output support palm prices. Redirected Indian import demand toward palm adds further upward pressure.
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%。
在过去 184 次看涨的天气事件之后,豆油 在 5 个交易日内中位数变动 +0.3%(53% 上涨;中间一半区间为 -1.9% 至 +2.4%),20 个交易日内为 -0.5%。
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。
NOAA's 90% El Niño probability signals lower future palm yields and tighter Q4 supply, and expected higher Indian imports add demand, which fuels bullish sentiment.