Indonesia is reviewing ways to finance its biodiesel subsidy scheme as the fall in crude oil prices has more than doubled the cost gap between FAME and diesel from January to May 2020. Options include diverting other fuel subsidies, direct subsidies, or raising the palm oil export levy.
The B40 target has been postponed to January 2022.
Funding uncertainty and the postponed B40 target weaken the outlook for domestic palm biodiesel demand, which is bearish for palm oil, though a higher export levy would shift cost to exporters.
在过去 400 次看跌的政策事件之后,棕榈油 在 5 个交易日内中位数变动 -0.0%(49% 上涨;中间一半区间为 -1.3% 至 +1.1%),20 个交易日内为 +0.2%。
在过去 187 次中性的政策事件之后,原油(WTI) 在 5 个交易日内中位数变动 -0.1%(49% 上涨;中间一半区间为 -4.0% 至 +3.5%),20 个交易日内为 +0.1%。
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。