Analysts expect higher crude palm oil sales after Malaysia suspended its CPO export tax from June until year-end, making its product more competitive than Indonesia's. AffinHwang Capital reported restocking by buyers that lifted demand in June and July.
Indonesia's export levy was raised to $55 per tonne, and India may consider raising edible oil import taxes.
Improved Malaysian export competitiveness and restocking demand support palm oil prices, while possible Indian import tax increases are a downside risk.
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%。
在过去 81 次中性的贸易事件之后,豆油 在 5 个交易日内中位数变动 +0.3%(56% 上涨;中间一半区间为 -1.6% 至 +1.8%),20 个交易日内为 +0.9%。
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。